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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
BHWM
851
Bay Harbor Wealth Management
Maryland
$1.43K
GFWA
852
Grey Fox Wealth Advisors
Delaware
$1.32K
WFA
853
West Financial Advisors
Iowa
$1.29K
JFA
854
JNBA Financial Advisors
Minnesota
$1.22K
QWM
855
Quaker Wealth Management
New Jersey
$1.11K
TCM
856
TD Capital Management
Tennessee
$1.08K
CT
857
Colonial Trust
South Carolina
$1.06K
SVWA
858
Sarver Vrooman Wealth Advisors
Missouri
$1.06K
RA
859
Rise Advisors
New York
$1.03K
SC
860
Swan Capital
Florida
$1.03K
CA
861
Centerpoint Advisors
Massachusetts
$1K
RBC
862
Roble Belko & Company
Pennsylvania
$1K
CWP
863
Concord Wealth Partners
Virginia
$951
DWM
864
Dogwood Wealth Management
Kansas
$925
FC
865
Financial Consulate
Maryland
$899
Pacer Advisors
866
Pacer Advisors
Pennsylvania
$766
BSC
867
Brown Shipley & Co
United Kingdom
$687
AWM
868
Accredited Wealth Management
Kentucky
$661
BIM
869
Breakwater Investment Management
Washington
$635
SHIM
870
Stone House Investment Management
Pennsylvania
$608
CFO
871
CVA Family Office
Colorado
$608
DF
872
DecisionPoint Financial
Arizona
$593
EAM
873
Eukles Asset Management
Ohio
$555
MCM
874
Manchester Capital Management
Vermont
$555
IAS
875
IMA Advisory Services
Colorado
$528