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SoFi Technologies

906 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 298 increasing their positions, 231 reducing their positions, and 79 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

0.82% more ownership

Funds ownership: 52.02%52.84% (+0.82%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
906
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 +$997M
2 +$322M
3 +$188M
4
Jane Street
Jane Street
New York
+$164M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$162M

Top Sellers

1 -$156M
2 -$154M
3 -$147M
4
Two Sigma Investments
Two Sigma Investments
New York
-$129M
5
UBS Group
UBS Group
Switzerland
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
826
Clearstead Trust
Maine
$6.42K
MCM
827
MV Capital Management
Maryland
$6.34K
ACA
828
American Capital Advisory
Idaho
$6.16K
TFA
829
Transamerica Financial Advisors
Florida
$6.16K
CAL
830
Capital Analysts LLC
Pennsylvania
$6K
MSWA
831
Marshall & Sterling Wealth Advisors
New York
$5.95K
JSAM
832
J. Safra Asset Management
New York
$5.81K
AWM
833
Activest Wealth Management
Florida
$5.79K
SIS
834
Sound Income Strategies
Florida
$5.69K
CA
835
Crewe Advisors
Utah
$5.28K
BWM
836
Bernard Wealth Management
Michigan
$5.28K
WB
837
Webster Bank
Connecticut
$5.28K
AAG
838
Armstrong Advisory Group
Massachusetts
$5.28K
BCM
839
Berbice Capital Management
New York
$5.28K
BI
840
Binnacle Investments
Iowa
$5.05K
HWP
841
Highline Wealth Partners
California
$5.02K
PAI
842
Pittenger & Anderson Inc
Nebraska
$5.02K
CH
843
Cromwell Holdings
Wyoming
$4.7K
DPW
844
DiNuzzo Private Wealth
Pennsylvania
$4.42K
OIA
845
Optimum Investment Advisors
Illinois
$3.96K
ACM
846
Accent Capital Management
Ohio
$3.86K
HWA
847
Heartwood Wealth Advisors
Virginia
$3.73K
BTI
848
Blue Trust Inc
Georgia
$3.54K
SN
849
Sittner & Nelson
Oregon
$3.51K
HFS
850
Hughes Financial Services
Virginia
$3.51K