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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
PWA
876
Physician Wealth Advisors
Utah
$1.56K +$1.4K +59 New
BHWM
877
Bay Harbor Wealth Management
Maryland
$1.43K +$546 +23 +74%
GFWA
878
Grey Fox Wealth Advisors
Delaware
$1.32K +$1.19K +50 New
WFA
879
West Financial Advisors
Iowa
$1.29K
JFA
880
JNBA Financial Advisors
Minnesota
$1.22K +$1.09K +46 New
QWM
881
Quaker Wealth Management
New Jersey
$1.11K
TCM
882
TD Capital Management
Tennessee
$1.08K
CT
883
Colonial Trust
South Carolina
$1.06K -$4.39K -185 -83%
SVWA
884
Sarver Vrooman Wealth Advisors
Missouri
$1.06K
RA
885
Rise Advisors
New York
$1.03K
SC
886
Swan Capital
Florida
$1.03K +$925 +39 New
CA
887
Centerpoint Advisors
Massachusetts
$1K
RBC
888
Roble Belko & Company
Pennsylvania
$1K +$166 +7 +15%
CWP
889
Concord Wealth Partners
Virginia
$951
DWM
890
Dogwood Wealth Management
Kansas
$925 +$831 +35 New
FC
891
Financial Consulate
Maryland
$899 +$807 +34 New
Pacer Advisors
892
Pacer Advisors
Pennsylvania
$766 +$688 +29 New
BSC
893
Brown Shipley & Co
United Kingdom
$687
AWM
894
Accredited Wealth Management
Kentucky
$661 +$95 +4 New
BIM
895
Breakwater Investment Management
Washington
$635 +$570 +24 New
SHIM
896
Stone House Investment Management
Pennsylvania
$608
CFO
897
CVA Family Office
Colorado
$608 +$546 +23 New
DF
898
DecisionPoint Financial
Arizona
$593
EAM
899
Eukles Asset Management
Ohio
$555
MCM
900
Manchester Capital Management
Vermont
$555 +$498 +21 New

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,619 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.