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SoFi Technologies

898 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, 293 increasing their positions, 232 reducing their positions, and 78 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

0.84% more ownership

Funds ownership: 52.02%52.86% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
898
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
GIA
801
GHP Investment Advisors
Colorado
$9.04K
SIC
802
Salem Investment Counselors
North Carolina
$8.85K
RTL
803
Red Tortoise LLC
Georgia
$8.67K
MSG
804
Main Street Group
Virginia
$7.93K
CTC
805
Central Trust Company
Missouri
$7.93K
MAM
806
Meeder Asset Management
Ohio
$7.87K
TCM
807
Tradewinds Capital Management
Washington
$7.5K
RWS
808
Retirement Wealth Solutions
Wisconsin
$7.42K
RWM
809
Rialto Wealth Management
New York
$7.34K
FMTCOCP
810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K
CCM
811
Cloud Capital Management
Washington
$7K
BBHC
812
Brown Brothers Harriman & Co
New York
$6.95K
VWM
813
Vermillion Wealth Management
Minnesota
$6.9K
PWMG
814
Prestige Wealth Management Group
New Jersey
$6.87K
CW
815
Curio Wealth
Maryland
$6.87K
GA
816
GoalVest Advisory
New York
$6.87K
SJIM
817
St. Johns Investment Management
Florida
$6.79K
S
818
Sachetta
Massachusetts
$6.68K
FDW
819
Fourth Dimension Wealth
Ohio
$6.61K
CT
820
Clearstead Trust
Maine
$6.42K
ACA
821
American Capital Advisory
Idaho
$6.16K
TFA
822
Transamerica Financial Advisors
Florida
$6.16K
CAL
823
Capital Analysts LLC
Pennsylvania
$6K
MSWA
824
Marshall & Sterling Wealth Advisors
New York
$5.95K
JSAM
825
J. Safra Asset Management
New York
$5.81K