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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
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$6.25M -$700K -29,519 -11%
Allianz Asset Management
177
Allianz Asset Management
Germany
$6.15M +$5.52M +232,827 New
Principal Financial Group
178
Principal Financial Group
Iowa
$6.06M -$778K -32,805 -13%
QCM
179
Quantinno Capital Management
New York
$6.04M +$1.18M +49,914 +28%
II
180
IFM Investors
Australia
$5.87M +$4.98M +209,790 New
VF
181
Virtu Financial
New York
$5.86M +$1.58M +66,379 +43%
CG
182
Caprock Group
Idaho
$5.83M +$5.42M +228,411 New
CPC
183
Cookson Peirce & Co
Pennsylvania
$5.72M +$152K +6,418 +3%
Macquarie Group
184
Macquarie Group
Australia
$5.65M +$820K +34,537 +19%
OAM
185
OP Asset Management
$5.56M +$4.99M +210,387 New
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$5.53M +$994K +41,902 +25%
Creative Planning
187
Creative Planning
Kansas
$5.36M +$804K +33,881 +20%
CIG
188
Consolidated Investment Group
Colorado
$5.31M
KAS
189
Kestra Advisory Services
Texas
$5.27M +$768K +32,359 +19%
FA
190
Fiduciary Alliance
South Carolina
$5.26M +$174K +7,340 +4%
SWP
191
Stratos Wealth Partners
Ohio
$4.99M +$2.27M +95,744 +103%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$4.98M +$2.71M +114,130 +154%
TD Asset Management
193
TD Asset Management
Ontario, Canada
$4.96M +$4.45M +187,690 New
URS
194
Utah Retirement Systems
Utah
$4.94M +$293K +12,340 +7%
VWS
195
Virtus Wealth Solutions
New Jersey
$4.75M +$4.26M +179,605 New
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$4.73M +$4.25M +179,142 New
RA
197
RFG Advisory
Alabama
$4.72M -$314K -13,248 -7%
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$4.64M +$4.16M +175,444 New
Federated Hermes
199
Federated Hermes
Pennsylvania
$4.61M +$3.86M +162,600 +1,384%
QCM
200
QRG Capital Management
Illinois
$4.6M -$3.66M -154,193 -47%

SOFI Hedge Fund Activity: Q3 2025 in Review

912 of the 7,620 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.