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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
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$14.5M -$168K -7,100 -1%
SMDAM
102
Sumitomo Mitsui DS Asset Management
Japan
$13.8M +$12.4M +521,640 New
VCM
103
Voleon Capital Management
California
$13.7M +$12.3M +518,915 New
Treasurer of the State of North Carolina
104
Treasurer of the State of North Carolina
North Carolina
$13.5M +$297K +12,528 +3%
JFG
105
Jefferies Financial Group
New York
$13.4M +$11.3M +475,602 +1,459%
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.3M +$2.3M +97,049 +24%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$12.8M +$1.44M +60,676 +15%
RMCM
108
Reynders McVeigh Capital Management
Massachusetts
$12.7M +$1.83M +77,053 +19%
Commonwealth Equity Services
109
Commonwealth Equity Services
Massachusetts
$12.6M -$1.53M -64,278 -12%
Bank of Nova Scotia
110
Bank of Nova Scotia
Ontario, Canada
$12.3M +$11.1M +465,942 New
Mariner
111
Mariner
Kansas
$12.2M +$782K +32,966 +8%
HIC
112
Hartline Investment Corp
Illinois
$12.2M -$1.43M -60,355 -12%
Mitsubishi UFJ Trust & Banking
113
Mitsubishi UFJ Trust & Banking
Japan
$11.8M +$10.6M +447,143 New
AllianceBernstein
114
AllianceBernstein
Tennessee
$11.4M -$14.7M -621,363 -59%
WAM
115
Weiss Asset Management
Massachusetts
$11.4M +$10.3M +432,854 New
Pictet Asset Management
116
Pictet Asset Management
Switzerland
$11.4M +$6.35M +267,793 +164%
CAM
117
Cresset Asset Management
Illinois
$11.4M +$72.4K +3,049 +0.7%
Asset Management One
118
Asset Management One
Japan
$11.2M +$9.84M +414,801 +5,550%
KK
119
KLP Kapitalforvaltning
Norway
$11.1M +$4.88M +205,500 +95%
Victory Capital Management
120
Victory Capital Management
Texas
$10.8M +$374K +15,750 +4%
VC
121
Vestor Capital
Illinois
$10.7M +$9.59M +404,155 New
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$10.6M -$15.4M -647,663 -62%
Canada Pension Plan Investment Board
123
Canada Pension Plan Investment Board
Ontario, Canada
$10.6M -$441K -18,600 -4%
LIP
124
Liontrust Investment Partners
United Kingdom
$10.6M +$9.53M +401,504 New
Universal-Beteiligungs- und Servicegesellschaft
125
Universal-Beteiligungs- und Servicegesellschaft
Germany
$10.4M +$985K +41,510 +12%

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.