SoFi Technologies, Inc.

SOFI • NASDAQ

SoFi Technologies, Inc. is a financial - credit services company in the financial services sector on NASDAQ, led by Anthony Noto, with a market cap of $35.7B. As of Q3 2025, 53% of shares are held by 877 institutional investors, with VANGUARD GROUP INC as the largest holder at 8.94%.

Chief Executive OfficerAnthony Noto

Market Cap$35.7B

Financial - Credit Services

Financial Services

Employees4.4K

Websitesofi.com

Country

United States of America

Overview

Overview of institutional ownership in SOFI as of Q3 2025 with a market cap of $31.6B

All Institutions

Institutions: 877
Value Held: $16.6B
Shares Held: 629.5M
Avg Position: $19.0M
Median Position: $658.3K

Hedge Funds

Hedge Funds: 63
Value Held: $1.7B
Shares Held: 63.2M
Avg Position: $26.5M
Median Position: $3.9M

Ownership Breakdown

Institutional (non-HF)

47.31%

$15.0B

Hedge Funds

5.27%

$1.7B

Retail & Other

47.41%

$15.0B

Based on market cap of $31.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SOFI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.8B 0.04% of portfolio	8.94% 107.1M shares	Q3 2021 Held for 4y 2m	$6.69T
B BlackRock, Inc. Institution	-	$1.6B 0.03% of portfolio	5.21% 62.4M shares	Q2 2021 Held for 4y 5m	$5.67T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$1.2B 0.08% of portfolio	3.91% 46.8M shares	Q2 2021 Held for 4y 5m	$1.56T
D D. E. Shaw & Co., Inc. Institution	-	$925.6M 0.80% of portfolio	2.93% 35.0M shares	Q1 2022 Held for 3y 8m	$115.81B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$642.0M 0.02% of portfolio	2.03% 24.3M shares	Q3 2021 Held for 4y 2m	$2.88T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$575.4M 0.04% of portfolio	1.81% 21.7M shares	Q2 2021 Held for 4y 5m	$1.57T
J JANE STREET GROUP, LLC Institution	-	$482.9M 0.57% of portfolio	1.53% 18.3M shares	Q2 2021 Held for 4y 5m	$84.1B
UBS Group AG Institution	Sergio P. Ermotti CEO	$409.1M 0.08% of portfolio	1.29% 15.5M shares	Q2 2021 Held for 4y 5m	$511.54B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$339.0M 0.03% of portfolio	1.07% 12.8M shares	Q2 2021 Held for 4y 5m	$1.33T
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$283.8M 0.42% of portfolio	0.90% 10.7M shares	Q2 2021 Held for 4y 5m	$67.9B

Net Capital Flow

Institutional buying and selling activity for SOFI in Q3 2025

Net Flow: +$1.4B
Buyers: 315
Sellers: 299
Total Bought: +$3.7B
Total Sold: −$2.2B
Avg Position: $22.1M

Biggest Buyers

Institution	Net Bought	Current Position
JPMORGAN CHASE & CO Institution	+$1.1B +42.0M shares	$1.2B 46.8M shares
B BlackRock, Inc. Institution	+$358.1M +13.6M shares	$1.6B 62.4M shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$208.8M +7.9M shares	$283.8M 10.7M shares
J JANE STREET GROUP, LLC Institution	+$183.0M +6.9M shares	$482.9M 18.3M shares
VANGUARD GROUP INC Institution	+$180.0M +6.8M shares	$2.8B 107.1M shares
D D. E. Shaw & Co., Inc. Institution	+$152.8M +5.8M shares	$925.6M 35.0M shares
STATE STREET CORP Institution	+$150.8M +5.7M shares	$642.0M 24.3M shares
R ROYAL BANK OF CANADA Institution	+$134.9M +5.1M shares	$268.4M 10.2M shares
FMR LLC Institution	+$107.4M +4.1M shares	$121.6M 4.6M shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	+$79.5M +3.0M shares	$88.7M 3.4M shares

Biggest Sellers

Institution	Net Sold	Current Position
Marshall Wace LLP Institution	−$174.1M −6.6M shares	$37.2M 1.4M shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$171.3M −6.5M shares	$264.3M 10.0M shares
BANK OF AMERICA CORP /DE/ Institution	−$163.7M −6.2M shares	$339.0M 12.8M shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	−$143.8M −5.4M shares	$232.5M 8.8M shares
UBS Group AG Institution	−$128.6M −4.9M shares	$409.1M 15.5M shares
Q Quadrature Capital Ltd Institution	−$112.9M −4.3M shares	$54.3M 2.1M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$111.2M −4.2M shares	$91.1M 3.4M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$99.1M −3.7M shares	$46.9M 1.8M shares
MORGAN STANLEY RIA/Wealth	−$98.4M −3.7M shares	$263.5M 10.0M shares
B BIT Capital GmbH Institution	−$95.9M −3.6M shares	$1.1M 41.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SOFI in Q3 2025

New Positions: 130
New Value: $187.3M
Exited Positions: 72
Exited Value: $193.4M

New Positions

Institution	Position Value
Burkehill Global Management, LP Hedge Fund•Event Driven	$26.4M 1.0M shares
S SEVEN GRAND MANAGERS, LLC Hedge Fund•Multi-Strategy	$19.8M 750.0K shares
Summit Financial, LLC RIA/Wealth	$16.5M 625.4K shares
VESTOR CAPITAL CORP RIA/Wealth	$10.7M 404.2K shares
L Liontrust Investment Partners LLP Long Only Manager	$10.6M 401.5K shares
R Resona Asset Management Co.,Ltd. Institution	$8.9M 334.3K shares
C Carroll Investors, Inc RIA/Wealth	$6.8M 256.1K shares
Westbourne Investment Advisors, Inc. RIA/Wealth	$6.7M 254.2K shares
Virtus Wealth Solutions LLC RIA/Wealth	$4.7M 179.6K shares
Kessler Investment Group, LLC RIA/Wealth	$4.2M 159.0K shares

Exited Positions

Institution	Previous Position
C Cubist Systematic Strategies, LLC Institution	$77.4M 4.3M shares
Y Y-Intercept Ltd Institution	$21.1M 1.2M shares
C Contrarius Group Holdings Ltd Institution	$10.7M 589.6K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$9.5M 523.5K shares
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$8.9M 488.1K shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$8.1M 443.4K shares
ALGERT COLDIRON INVESTORS LLC Hedge Fund•Quant	$7.7M 420.3K shares
K Kemnay Advisory Services Inc. Institution	$7.2M 396.1K shares
C CSS LLC/IL Institution	$5.8M 318.5K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$4.6M 254.4K shares

Options Activity

Institutions with the largest Call and Put options positions in SOFI as of Q3 2025

Call Positions: 56
Call Value: $3.4B
Put Positions: 57
Put Value: $3.3B

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$866.6M 328.0K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$693.9M 262.6K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$518.9M 196.4K contracts
UBS Group AG Institution	$348.4M 131.9K contracts
D D. E. Shaw & Co., Inc. Institution	$219.2M 83.0K contracts
BARCLAYS PLC Institution	$124.2M 47.0K contracts
Walleye Trading LLC RIA/Wealth	$117.9M 44.6K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$96.4M 36.5K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$68.3M 25.8K contracts
GOLDMAN SACHS GROUP INC Institution	$55.4M 21.0K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$682.7M 258.4K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$546.5M 206.9K contracts
J JANE STREET GROUP, LLC Institution	$489.4M 185.2K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$259.8M 98.3K contracts
BANK OF MONTREAL /CAN/ Institution	$134.4M 50.9K contracts
R ROYAL BANK OF CANADA Institution	$130.0M 49.2K contracts
Walleye Trading LLC RIA/Wealth	$120.0M 45.4K contracts
UBS Group AG Institution	$106.7M 40.4K contracts
GOLDMAN SACHS GROUP INC Institution	$105.7M 40.0K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$89.3M 33.8K contracts

Most Committed Institutions

Institutions with SOFI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Accel Growth Fund V Associates L.L.C. Venture Capital	Richard Henry Zamboldi General Counsel	77.89% $108.4M	0.34% 4.1M shares	Q2 2021 Held for 4y 5m	$139.2M
R Rakuten Securities, Inc. Institution	-	8.44% $22.9M	0.07% 866.5K shares	Q4 2024 Held for 11 months	$271.3M
Firsthand Capital Management, Inc. Institution	Kevin Michael Landis CEO	3.59% $2.1M	0.01% 80.0K shares	Q2 2025 Held for 5 months	$58.8M
M Miller Financial Services LLC RIA/Wealth	Joseph Patrick Miller President	3.34% $2.9M	0.01% 108.6K shares	Q4 2024 Held for 11 months	$85.9M
C Carroll Investors, Inc RIA/Wealth	Stephen Darryl Carroll CEO	3.28% $6.8M	0.02% 256.1K shares	Q3 2025 Held for 2 months	$206.5M
W Warm Springs Advisors Inc. RIA/Wealth	Philip Roesing Rice President	3.21% $4.2M	0.01% 160.0K shares	Q4 2024 Held for 11 months	$131.7M
C CMG Global Holdings, LLC Institution	-	3.13% $6.4M	0.02% 228.6K shares	Q4 2024 Held for 11 months	$204.5M
DIKER MANAGEMENT LLC RIA/Wealth	Lawrence Howard Levy Managing Partner	2.67% $3.3M	0.01% 125.0K shares	Q3 2025 Held for 2 months	$123.8M
P Patient Capital Management, LLC Hedge Fund•Value	David Khan CFO	2.38% $59.6M	0.19% 2.3M shares	Q4 2021 Held for 3y 11m	$2.5B
ELEVATUS WELATH MANAGEMENT RIA/Wealth	Susan Elizabeth Dahl Managing Partner	2.31% $8.0M	0.03% 302.4K shares	Q2 2025 Held for 5 months	$345.6M

Hedge Fund Spotlight

Discover hedge funds investing in SOFI

CacheTech Inc.

Hedge Fund • Multi-Strategy

Portfolio ManagerPatrick Cormac Murphy

Portfolio Value: $468.6M
Positions: 193
Last Reported: Q3 2025

Sector Allocation

Position in SoFi Technologies, Inc.

Market Value: $450.2K
Shares Held: 17.3K
Portfolio Weight: 0.10%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$59.7M	12.74%
2 Janus Henderson B-BBB CLO JBBB	ETF ETF	$32.7M	6.97%
3 iShares Core S&P 500 ETF IVV	ETF ETF	$28.7M	6.12%

View full profile

SoFi Technologies, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in SoFi Technologies, Inc.

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