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SoFi Technologies

907 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 254 funds opening new positions, 297 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

0.84% more ownership

Funds ownership: 52.01%52.85% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
907
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
HFS
851
Hughes Financial Services
Virginia
$3.51K
FWM
852
FSA Wealth Management
Massachusetts
$3.33K
ACM
853
Anfield Capital Management
California
$3.3K
PWA
854
Principia Wealth Advisory
Texas
$3.3K
MAM
855
Marquette Asset Management
Minnesota
$3.17K
BGAI
856
Bruce G. Allen Investments
Colorado
$3.12K
MWA
857
Miller Wealth Advisors
Colorado
$2.64K
ADL
858
Asset Dedication LLC
California
$2.64K
HPC
859
HM Payson & Co
Maine
$2.64K
CFFP
860
Center for Financial Planning
Michigan
$2.64K
POIA
861
Pin Oak Investment Advisors
Texas
$2.64K
KFI
862
Key Financial Inc
Pennsylvania
$2.58K
GLF
863
Groupe la Francaise
France
$2.35K
BFS
864
Bare Financial Services
Pennsylvania
$2.17K
MAS
865
MPWM Advisory Solutions
Georgia
$2.11K
PWMG
866
Private Wealth Management Group
New Jersey
$2.09K
HFS
867
Hantz Financial Services
Michigan
$2K
CMP
868
Coston McIsaac & Partners
Maine
$2K
CPG
869
Cornerstone Planning Group
New Jersey
$1.87K
HIA
870
HFM Investment Advisors
New Jersey
$1.82K
PWA
871
Physician Wealth Advisors
Utah
$1.56K
BHWM
872
Bay Harbor Wealth Management
Maryland
$1.43K
GFWA
873
Grey Fox Wealth Advisors
Delaware
$1.32K
WFA
874
West Financial Advisors
Iowa
$1.29K
JFA
875
JNBA Financial Advisors
Minnesota
$1.22K