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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
PWMG
826
Prestige Wealth Management Group
New Jersey
$6.87K +$6.17K +260 New
CW
827
Curio Wealth
Maryland
$6.87K
GA
828
GoalVest Advisory
New York
$6.87K +$6.17K +260 New
SJIM
829
St. Johns Investment Management
Florida
$6.79K +$5.93K +250 +3,571%
S
830
Sachetta
Massachusetts
$6.68K
FDW
831
Fourth Dimension Wealth
Ohio
$6.61K
CT
832
Clearstead Trust
Maine
$6.42K
MCM
833
MV Capital Management
Maryland
$6.34K
ACA
834
American Capital Advisory
Idaho
$6.16K +$261 +11 +5%
TFA
835
Transamerica Financial Advisors
Florida
$6.16K +$5.53K +233 New
CAL
836
Capital Analysts LLC
Pennsylvania
$6K
MSWA
837
Marshall & Sterling Wealth Advisors
New York
$5.95K +$5.34K +225 New
JSAM
838
J. Safra Asset Management
New York
$5.81K +$5.22K +220 New
AWM
839
Activest Wealth Management
Florida
$5.79K
SIS
840
Sound Income Strategies
Florida
$5.69K +$4.75K +200 New
CA
841
Crewe Advisors
Utah
$5.28K -$902 -38 -16%
BWM
842
Bernard Wealth Management
Michigan
$5.28K
AAG
843
Armstrong Advisory Group
Massachusetts
$5.28K +$4.75K +200 New
BCM
844
Berbice Capital Management
New York
$5.28K +$4.75K +200 New
WB
845
Webster Bank
Connecticut
$5.28K +$4.75K +200 New
BI
846
Binnacle Investments
Iowa
$5.05K +$498 +21 +12%
HWP
847
Highline Wealth Partners
California
$5.02K
PAI
848
Pittenger & Anderson Inc
Nebraska
$5.02K +$4.51K +190 New
CH
849
Cromwell Holdings
Wyoming
$4.7K
DPW
850
DiNuzzo Private Wealth
Pennsylvania
$4.42K

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.