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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
NA
151
NewEdge Advisors
Louisiana
$8.11M
EWM
152
Elevatus Welath Management
New York
$7.99M
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$7.92M
PI
154
Parkside Investments
Illinois
$7.91M
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$7.84M
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$7.72M
STA
157
Summit Trail Advisors
New York
$7.68M
PAG
158
Private Advisor Group
New Jersey
$7.34M
Baird Financial Group
159
Baird Financial Group
Wisconsin
$7.25M
Ensign Peak Advisors
160
Ensign Peak Advisors
Utah
$7.23M
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$7.22M
FC
162
FORA Capital
Florida
$7.21M
FAF
163
Fjarde Ap-fonden
Sweden
$7.03M
KA
164
Kercheville Advisors
Texas
$6.94M
CI
165
Carroll Investors
South Carolina
$6.77M
MML Investors Services
166
MML Investors Services
Massachusetts
$6.72M
WIA
167
Westbourne Investment Advisors
Maryland
$6.72M
WDL
168
Well Done LLC
Michigan
$6.69M
Korea Investment Corp
169
Korea Investment Corp
South Korea
$6.67M
EP
170
Edgestream Partners
New Jersey
$6.64M
CGH
171
CMG Global Holdings
Texas
$6.41M
BAMF
172
BI Asset Management Fondsmaeglerselskab
Denmark
$6.32M
FAF
173
Första AP-fonden
Sweden
$6.27M
Skandinaviska Enskilda Banken (SEB)
174
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.27M
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$6.25M