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SoFi Technologies

898 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, 293 increasing their positions, 232 reducing their positions, and 78 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: 52.02%52.86% (+0.84%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
898
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
MWA
851
Miller Wealth Advisors
Colorado
$2.64K
CFFP
852
Center for Financial Planning
Michigan
$2.64K
KFI
853
Key Financial Inc
Pennsylvania
$2.58K
GLF
854
Groupe la Francaise
France
$2.35K
BFS
855
Bare Financial Services
Pennsylvania
$2.17K
MAS
856
MPWM Advisory Solutions
Georgia
$2.11K
PWMG
857
Private Wealth Management Group
New Jersey
$2.09K
HFS
858
Hantz Financial Services
Michigan
$2K
CMP
859
Coston McIsaac & Partners
Maine
$2K
CPG
860
Cornerstone Planning Group
New Jersey
$1.87K
HIA
861
HFM Investment Advisors
New Jersey
$1.82K
PWA
862
Physician Wealth Advisors
Utah
$1.56K
BHWM
863
Bay Harbor Wealth Management
Maryland
$1.43K
GFWA
864
Grey Fox Wealth Advisors
Delaware
$1.32K
WFA
865
West Financial Advisors
Iowa
$1.29K
JFA
866
JNBA Financial Advisors
Minnesota
$1.22K
QWM
867
Quaker Wealth Management
New Jersey
$1.11K
TCM
868
TD Capital Management
Tennessee
$1.08K
CT
869
Colonial Trust
South Carolina
$1.06K
SVWA
870
Sarver Vrooman Wealth Advisors
Missouri
$1.06K
RA
871
Rise Advisors
New York
$1.03K
SC
872
Swan Capital
Florida
$1.03K
CA
873
Centerpoint Advisors
Massachusetts
$1K
RBC
874
Roble Belko & Company
Pennsylvania
$1K
CWP
875
Concord Wealth Partners
Virginia
$951