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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, 294 increasing their positions, 231 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

0.86% more ownership

Funds ownership: 52.02%52.88% (+0.86%)

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
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$6.25M
Allianz Asset Management
177
Allianz Asset Management
Germany
$6.15M
Principal Financial Group
178
Principal Financial Group
Iowa
$6.06M
QCM
179
Quantinno Capital Management
New York
$6.04M
II
180
IFM Investors
Australia
$5.87M
VF
181
Virtu Financial
New York
$5.86M
CG
182
Caprock Group
Idaho
$5.83M
CPC
183
Cookson Peirce & Co
Pennsylvania
$5.72M
Macquarie Group
184
Macquarie Group
Australia
$5.65M
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$5.53M
Creative Planning
186
Creative Planning
Kansas
$5.36M
CIG
187
Consolidated Investment Group
Colorado
$5.31M
KAS
188
Kestra Advisory Services
Texas
$5.27M
FA
189
Fiduciary Alliance
South Carolina
$5.26M
SWP
190
Stratos Wealth Partners
Ohio
$4.99M
Envestnet Asset Management
191
Envestnet Asset Management
Illinois
$4.98M
TD Asset Management
192
TD Asset Management
Ontario, Canada
$4.96M
URS
193
Utah Retirement Systems
Utah
$4.94M
VWS
194
Virtus Wealth Solutions
New Jersey
$4.75M
Mercer Global Advisors
195
Mercer Global Advisors
Colorado
$4.73M
RA
196
RFG Advisory
Alabama
$4.72M
Toronto Dominion Bank
197
Toronto Dominion Bank
Ontario, Canada
$4.64M
Federated Hermes
198
Federated Hermes
Pennsylvania
$4.61M
QCM
199
QRG Capital Management
Illinois
$4.6M
OSNBOA
200
Old Second National Bank of Aurora
Illinois
$4.53M