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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
NA
151
NewEdge Advisors
Louisiana
$8.11M +$991K +41,753 +15%
EWM
152
Elevatus Welath Management
New York
$7.99M -$4.51M -190,247 -39%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$7.92M -$391K -16,491 -5%
PI
154
Parkside Investments
Illinois
$7.91M -$3.14M -132,505 -31%
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$7.84M +$1.04M +43,800 +17%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$7.72M +$1.75M +73,918 +37%
STA
157
Summit Trail Advisors
New York
$7.68M +$791K +33,344 +13%
PAG
158
Private Advisor Group
New Jersey
$7.34M -$989K -41,662 -13%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.25M +$4.51M +190,121 +225%
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$7.23M -$1.58M -66,605 -20%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$7.22M -$868K -36,589 -12%
FC
162
FORA Capital
Florida
$7.21M +$6.02M +253,871 +1,325%
SA
163
Sanctuary Advisors
Indiana
$7.1M +$3.32M +139,766 +108%
FAF
164
Fjarde Ap-fonden
Sweden
$7.03M +$6.31M +265,900 New
KA
165
Kercheville Advisors
Texas
$6.94M +$2.38M +100,390 +62%
CI
166
Carroll Investors
South Carolina
$6.77M +$6.08M +256,108 New
MML Investors Services
167
MML Investors Services
Massachusetts
$6.72M -$1.33M -56,081 -18%
WIA
168
Westbourne Investment Advisors
Maryland
$6.72M +$6.03M +254,164 New
WDL
169
Well Done LLC
Michigan
$6.69M -$7.24K -305 -0.1%
Korea Investment Corp
170
Korea Investment Corp
South Korea
$6.67M +$5.99M +252,512 New
EP
171
Edgestream Partners
New Jersey
$6.64M +$3.02M +127,368 +103%
CGH
172
CMG Global Holdings
Texas
$6.41M +$369K +15,560 +7%
BAMF
173
BI Asset Management Fondsmaeglerselskab
Denmark
$6.32M -$4.94M -208,261 -47%
FAF
174
Första AP-fonden
Sweden
$6.27M +$5.64M +237,500 New
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.27M +$5.48M +230,870 +3,514%

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.