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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
Allianz Asset Management
176
Allianz Asset Management
Germany
$6.15M
Principal Financial Group
177
Principal Financial Group
Iowa
$6.06M
QCM
178
Quantinno Capital Management
New York
$6.04M
II
179
IFM Investors
Australia
$5.87M
VF
180
Virtu Financial
New York
$5.86M
CG
181
Caprock Group
Idaho
$5.83M
CPC
182
Cookson Peirce & Co
Pennsylvania
$5.72M
Macquarie Group
183
Macquarie Group
Australia
$5.65M
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$5.53M
Creative Planning
185
Creative Planning
Kansas
$5.36M
CIG
186
Consolidated Investment Group
Colorado
$5.31M
KAS
187
Kestra Advisory Services
Texas
$5.27M
FA
188
Fiduciary Alliance
South Carolina
$5.26M
SWP
189
Stratos Wealth Partners
Ohio
$4.99M
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$4.98M
TD Asset Management
191
TD Asset Management
Ontario, Canada
$4.96M
URS
192
Utah Retirement Systems
Utah
$4.94M
VWS
193
Virtus Wealth Solutions
New Jersey
$4.75M
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$4.73M
RA
195
RFG Advisory
Alabama
$4.72M
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$4.64M
Federated Hermes
197
Federated Hermes
Pennsylvania
$4.61M
QCM
198
QRG Capital Management
Illinois
$4.6M
OSNBOA
199
Old Second National Bank of Aurora
Illinois
$4.53M
OC
200
Oppenheimer & Co
New York
$4.51M