SOFI icon

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
DWM
876
Dogwood Wealth Management
Kansas
$925
FC
877
Financial Consulate
Maryland
$899
Pacer Advisors
878
Pacer Advisors
Pennsylvania
$766
BSC
879
Brown Shipley & Co
United Kingdom
$687
AWM
880
Accredited Wealth Management
Kentucky
$661
BIM
881
Breakwater Investment Management
Washington
$635
SHIM
882
Stone House Investment Management
Pennsylvania
$608
CFO
883
CVA Family Office
Colorado
$608
DF
884
DecisionPoint Financial
Arizona
$593
EAM
885
Eukles Asset Management
Ohio
$555
MCM
886
Manchester Capital Management
Vermont
$555
IAS
887
IMA Advisory Services
Colorado
$528
AIM
888
Anchor Investment Management
South Carolina
$449
FFA
889
Frazier Financial Advisors
Ohio
$423
SA
890
Seneschal Advisors
Washington
$423
TCOT
891
Trust Company of Toledo
Ohio
$370
HNW
892
High Note Wealth
Minnesota
$370
DCM
893
Davis Capital Management
Florida
$291
BCH
894
Berkshire Capital Holdings
California
$264
PA
895
Pineridge Advisors
Missouri
$132
OWP
896
ORG Wealth Partners
Texas
$132
CSB
897
City State Bank
Iowa
$53
RFG
898
REAP Financial Group
Texas
$26
Norges Bank
899
Norges Bank
Norway
CSS
900
Cubist Systematic Strategies
Connecticut