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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
WTC
801
WhitTier Trust Company
Nevada
$12.9K +$12.1K +511 New
VCM
802
Versant Capital Management
Arizona
$12.8K
JWA
803
JFS Wealth Advisors
Pennsylvania
$12.6K
TFGT
804
TS Financial Group (TSFG)
Illinois
$12K
SVCP
805
Silicon Valley Capital Partners
California
$11.9K +$10.7K +450 New
ACM
806
Aster Capital Management
United Arab Emirates
$11.9K -$75.1K -3,163 -88%
JWM
807
JPL Wealth Management
Colorado
$11K +$9.87K +416 New
QL
808
Quarry LP
New York
$10.6K -$224K -9,454 -96%
VFM
809
Vision Financial Markets
Connecticut
$10.6K +$5.93K +250 +167%
ATC
810
Adirondack Trust Company
New York
$10.6K
TCOV
811
Trust Company of Vermont
Vermont
$10.5K
GIA
812
GHP Investment Advisors
Colorado
$9.04K +$8.12K +342 New
MWA
813
Medallion Wealth Advisors
Connecticut
$8.96K
SIC
814
Salem Investment Counselors
North Carolina
$8.85K
RTL
815
Red Tortoise LLC
Georgia
$8.67K
MSG
816
Main Street Group
Virginia
$7.93K
CTC
817
Central Trust Company
Missouri
$7.93K +$4.75K +200 +200%
MAM
818
Meeder Asset Management
Ohio
$7.87K -$17.4K -733 -71%
TCM
819
Tradewinds Capital Management
Washington
$7.5K +$6.29K +265 +1,395%
RWS
820
Retirement Wealth Solutions
Wisconsin
$7.42K +$6.67K +281 New
RWM
821
Rialto Wealth Management
New York
$7.34K -$10.3K -435 -61%
FMTCOCP
822
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K +$5.93K +250 New
CCM
823
Cloud Capital Management
Washington
$7K +$6.45K +272 New
BBHC
824
Brown Brothers Harriman & Co
New York
$6.95K
VWM
825
Vermillion Wealth Management
Minnesota
$6.9K

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.