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SoFi Technologies

906 hedge funds and large institutions have $16.7B invested in SoFi Technologies in 2025 Q3 according to their latest regulatory filings, with 252 funds opening new positions, 298 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

0.82% more ownership

Funds ownership: 52.02%52.84% (+0.82%)

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
906
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
TCM
876
TD Capital Management
Tennessee
$1.08K
CT
877
Colonial Trust
South Carolina
$1.06K
SVWA
878
Sarver Vrooman Wealth Advisors
Missouri
$1.06K
RA
879
Rise Advisors
New York
$1.03K
SC
880
Swan Capital
Florida
$1.03K
CA
881
Centerpoint Advisors
Massachusetts
$1K
RBC
882
Roble Belko & Company
Pennsylvania
$1K
CWP
883
Concord Wealth Partners
Virginia
$951
DWM
884
Dogwood Wealth Management
Kansas
$925
FC
885
Financial Consulate
Maryland
$899
Pacer Advisors
886
Pacer Advisors
Pennsylvania
$766
BSC
887
Brown Shipley & Co
United Kingdom
$687
AWM
888
Accredited Wealth Management
Kentucky
$661
BIM
889
Breakwater Investment Management
Washington
$635
SHIM
890
Stone House Investment Management
Pennsylvania
$608
CFO
891
CVA Family Office
Colorado
$608
DF
892
DecisionPoint Financial
Arizona
$593
EAM
893
Eukles Asset Management
Ohio
$555
MCM
894
Manchester Capital Management
Vermont
$555
IAS
895
IMA Advisory Services
Colorado
$528
AIM
896
Anchor Investment Management
South Carolina
$449
FFA
897
Frazier Financial Advisors
Ohio
$423
SA
898
Seneschal Advisors
Washington
$423
TCOT
899
Trust Company of Toledo
Ohio
$370
HNW
900
High Note Wealth
Minnesota
$370