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SoFi Technologies

912 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 255 funds opening new positions, 298 increasing their positions, 233 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 255 | Existing positions closed: 79

60% more capital invested

Capital invested by funds: $10.5B → $16.7B (+$6.26B)

28% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 233

22% more funds holding

Funds holding: 745912 (+167)

5% more call options, than puts

Call options by funds: $3.94B | Put options by funds: $3.76B

0.84% more ownership

Funds ownership: 52.06%52.9% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
912
Holders Change
+167
Holders Change %
+22.42%
% of All Funds
11.97%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.14%
New
255
Increased
298
Reduced
233
Closed
79
Calls
$3.94B
Puts
$3.76B
Net Calls
+$179M
Net Calls Change
-$175M
Name Holding Trade Value Shares
Change
Change in
Stake
QC
776
Quent Capital
New York
$23K +$20.7K +871 New
AWM
777
Abound Wealth Management
Tennessee
$22.7K
QCG
778
Quadrant Capital Group
Ohio
$22.2K +$19.9K +839 New
Bank Julius Baer & Co
779
Bank Julius Baer & Co
Switzerland
$21.2K
AF
780
Aviso Financial
Ontario, Canada
$21.1K
MTC
781
Matrix Trust Company
Colorado
$21K -$4.51K -190 -19%
FP
782
Financial Perspectives
Minnesota
$20.5K
SS
783
Sunbelt Securities
Texas
$19.8K -$214K -9,000 -92%
SA
784
Scarborough Advisors
Maryland
$19.3K
TFIPS
785
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.5K +$16.6K +700 New
MCI
786
MRP Capital Investments
Georgia
$18.2K
DI
787
DAGCO Inc
Ohio
$18K +$16.2K +681 New
FFO
788
Fortitude Family Office
Arizona
$17.6K -$1.85K -78 -10%
FCAS
789
First Command Advisory Services
Texas
$17.1K +$15.4K +648 New
ECM
790
Estabrook Capital Management
New York
$16.6K
GWP
791
Gen-Wealth Partners
Michigan
$15.9K -$1.92K -81 -12%
FS
792
Financially Speaking
Colorado
$15.9K
NL
793
NVWM LLC
Pennsylvania
$15.9K
CCM
794
Chilton Capital Management
Texas
$15K +$13.4K +566 New
CLOS
795
Compagnie Lombard Odier SCmA
Switzerland
$14.1K
TFM
796
TFC Financial Management
Massachusetts
$13.6K +$2.33K +98 +23%
GWSG
797
GPS Wealth Strategies Group
Colorado
$13.4K -$9.49K -400 -44%
CB
798
CNB Bank
Pennsylvania
$13.2K -$47.5K -2,000 -80%
FMII
799
Farmers & Merchants Investments Inc
Nebraska
$13.2K
NSIM
800
North Star Investment Management
Illinois
$13.2K

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q3 2025, worth a combined $16.7B — up 60% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 255 funds opened new SOFI positions and 79 closed out — a net gain of 176 holders — while 298 added to existing stakes and 233 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $997M. The largest seller was Marshall Wace, cutting an estimated $156M.

  • 912 institutional investors held SoFi Technologies (SOFI) as of Q3 2025, up from 745 in Q2 2025.
  • Funds reported $16.7B of SoFi Technologies stock for Q3 2025, up 60% quarter-over-quarter.
  • 255 funds opened new SoFi Technologies positions in Q3 2025 and 79 closed out, a net change of +176 holders.
  • The largest SoFi Technologies buyer in Q3 2025 was JP Morgan Chase, an estimated $997M added.
  • The largest SoFi Technologies seller in Q3 2025 was Marshall Wace, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2025.