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SoFi Technologies

886 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 286 increasing their positions, 229 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more call options, than puts

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

0.8% more ownership

Funds ownership: 52%52.8% (+0.8%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
886
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.94B
Puts
$3.76B
Net Calls
Net Calls Change

Top Buyers

1 +$1.11B
2 +$358M
3 +$209M
4
Jane Street
Jane Street
New York
+$183M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$180M

Top Sellers

1 -$174M
2 -$171M
3 -$164M
4
Two Sigma Investments
Two Sigma Investments
New York
-$144M
5
UBS Group
UBS Group
Switzerland
-$129M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
801
Vermillion Wealth Management
Minnesota
$6.9K
PWMG
802
Prestige Wealth Management Group
New Jersey
$6.87K
CW
803
Curio Wealth
Maryland
$6.87K
GA
804
GoalVest Advisory
New York
$6.87K
SJIM
805
St. Johns Investment Management
Florida
$6.79K
S
806
Sachetta
Massachusetts
$6.68K
FDW
807
Fourth Dimension Wealth
Ohio
$6.61K
CT
808
Clearstead Trust
Maine
$6.42K
ACA
809
American Capital Advisory
Idaho
$6.16K
TFA
810
Transamerica Financial Advisors
Florida
$6.16K
CAL
811
Capital Analysts LLC
Pennsylvania
$6K
MSWA
812
Marshall & Sterling Wealth Advisors
New York
$5.95K
JSAM
813
J. Safra Asset Management
New York
$5.81K
AWM
814
Activest Wealth Management
Florida
$5.79K
SIS
815
Sound Income Strategies
Florida
$5.69K
CA
816
Crewe Advisors
Utah
$5.28K
BWM
817
Bernard Wealth Management
Michigan
$5.28K
BCM
818
Berbice Capital Management
New York
$5.28K
WB
819
Webster Bank
Connecticut
$5.28K
AAG
820
Armstrong Advisory Group
Massachusetts
$5.28K
BI
821
Binnacle Investments
Iowa
$5.05K
HWP
822
Highline Wealth Partners
California
$5.02K
PAI
823
Pittenger & Anderson Inc
Nebraska
$5.02K
CH
824
Cromwell Holdings
Wyoming
$4.7K
DPW
825
DiNuzzo Private Wealth
Pennsylvania
$4.42K