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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
OIA
851
Optimum Investment Advisors
Illinois
$3.96K
ACM
852
Accent Capital Management
Ohio
$3.86K +$3.46K +146 New
HWA
853
Heartwood Wealth Advisors
Virginia
$3.73K +$3.35K +141 New
BTI
854
Blue Trust Inc
Georgia
$3.54K -$475 -20 -13%
SN
855
Sittner & Nelson
Oregon
$3.51K
HFS
856
Hughes Financial Services
Virginia
$3.51K
FWM
857
FSA Wealth Management
Massachusetts
$3.33K +$2.97K +125 +12,500%
ACM
858
Anfield Capital Management
California
$3.3K
PWA
859
Principia Wealth Advisory
Texas
$3.3K +$237 +10 +9%
MAM
860
Marquette Asset Management
Minnesota
$3.17K +$2.85K +120 New
BGAI
861
Bruce G. Allen Investments
Colorado
$3.12K
ADL
862
Asset Dedication LLC
California
$2.64K
CFFP
863
Center for Financial Planning
Michigan
$2.64K
HPC
864
HM Payson & Co
Maine
$2.64K
MWA
865
Miller Wealth Advisors
Colorado
$2.64K
POIA
866
Pin Oak Investment Advisors
Texas
$2.64K
KFI
867
Key Financial Inc
Pennsylvania
$2.58K
GLF
868
Groupe la Francaise
France
$2.35K +$2.37K +100 New
BFS
869
Bare Financial Services
Pennsylvania
$2.17K
MAS
870
MPWM Advisory Solutions
Georgia
$2.11K
PWMG
871
Private Wealth Management Group
New Jersey
$2.09K
HFS
872
Hantz Financial Services
Michigan
$2K
CMP
873
Coston McIsaac & Partners
Maine
$2K +$403 +17 +24%
CPG
874
Cornerstone Planning Group
New Jersey
$1.87K -$12.9K -544 -95%
HIA
875
HFM Investment Advisors
New Jersey
$1.82K +$570 +24 +53%

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.