We are live on ! Find out more
SOFI icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.83B +$162M +6,814,727 +7%
BlackRock
2
BlackRock
New York
$1.65B +$322M +13,553,691 +28%
JP Morgan Chase
3
JP Morgan Chase
New York
$1.24B +$997M +42,021,002 +881%
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$926M +$137M +5,782,304 +20%
State Street
5
State Street
Massachusetts
$642M +$135M +5,708,053 +31%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$575M +$62.2M +2,622,041 +14%
Jane Street
7
Jane Street
New York
$483M +$164M +6,925,814 +61%
UBS Group
8
UBS Group
Switzerland
$409M -$115M -4,867,320 -24%
Bank of America
9
Bank of America
North Carolina
$339M -$147M -6,196,203 -33%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$284M +$188M +7,904,894 +279%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$268M +$121M +5,105,566 +101%
Voloridge Investment Management
12
Voloridge Investment Management
Florida
$264M -$154M -6,482,683 -39%
Morgan Stanley
13
Morgan Stanley
New York
$263M -$88.4M -3,723,661 -27%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$259M +$1.6M +67,504 +0.7%
Two Sigma Investments
15
Two Sigma Investments
New York
$232M -$129M -5,441,879 -38%
Two Sigma Advisers
16
Two Sigma Advisers
New York
$222M -$5.37M -226,400 -3%
Northern Trust
17
Northern Trust
Illinois
$175M +$14.8M +625,571 +10%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$168M +$70.3M +2,961,849 +87%
Charles Schwab
19
Charles Schwab
California
$146M -$26.3M -1,110,172 -17%
Wells Fargo
20
Wells Fargo
California
$137M -$26.7M -1,124,900 -18%
AIM
21
ARK Investment Management
Florida
$131M +$12.4M +521,092 +12%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$122M +$96.5M +4,064,812 +755%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$117M +$11M +462,933 +12%
NAMA
24
Nikko Asset Management Americas
New York
$111M +$18.9M +796,939 +23%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$110M -$17.2M -726,354 -15%

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.