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SoFi Technologies

919 hedge funds and large institutions have $11.2B invested in SoFi Technologies in 2026 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 385 increasing their positions, 297 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 297

30% more call options, than puts

Call options by funds: $3.18B | Put options by funds: $2.45B

2.85% less ownership

Funds ownership: 58.12%55.27% (-2.9%)

8% less funds holding

Funds holding: 1,003919 (-84)

37% less first-time investments, than exits

New positions opened: 117 | Existing positions closed: 185

39% less capital invested

Capital invested by funds: $18.3B → $11.2B (-$7.15B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
919
Holders Change
-84
Holders Change %
-8.37%
% of All Funds
11.31%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
117
Increased
385
Reduced
297
Closed
185
Calls
$3.18B
Puts
$2.45B
Net Calls
+$726M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.1B +$8.88M +421,163 +0.6%
VCM
2
Vanguard Capital Management
Pennsylvania
$907M +$1.2B +57,108,581 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$809M +$1.07B +50,975,115 New
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$678M +$84M +3,983,272 +10%
UBS Group
5
UBS Group
Switzerland
$578M +$444M +21,046,001 +137%
State Street
6
State Street
Massachusetts
$434M +$29M +1,377,269 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$413M +$49.3M +2,339,900 +10%
Morgan Stanley
8
Morgan Stanley
New York
$338M +$167M +7,935,401 +60%
Jane Street
9
Jane Street
New York
$286M +$176M +8,369,605 +87%
Qube Research & Technologies (QRT)
10
Qube Research & Technologies (QRT)
United Kingdom
$267M +$282M +13,377,492 +391%
Voloridge Investment Management
11
Voloridge Investment Management
Florida
$201M +$101M +4,796,883 +61%
Goldman Sachs
12
Goldman Sachs
New York
$199M +$170M +8,044,485 +179%
Citadel Advisors
13
Citadel Advisors
Florida
$175M -$10.1M -481,269 -4%
Bank of America
14
Bank of America
North Carolina
$172M -$54M -2,563,015 -19%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$145M +$7.58M +359,785 +4%
HF
16
HRT Financial
New York
$132M +$136M +6,454,347 +343%
Millennium Management
17
Millennium Management
New York
$131M +$120M +5,683,108 +221%
VFT
18
Vanguard Fiduciary Trust
Pennsylvania
$126M +$167M +7,917,811 New
Citigroup
19
Citigroup
New York
$119M +$97M +4,601,090 +159%
Northern Trust
20
Northern Trust
Illinois
$117M +$7.75M +367,575 +5%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$107M +$12.4M +588,456 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$107M -$61M -2,891,693 -30%
Marshall Wace
23
Marshall Wace
United Kingdom
$104M -$2.76M -131,060 -2%
Charles Schwab
24
Charles Schwab
California
$103M +$9.1M +431,856 +7%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$90.3M +$3.29M +156,218 +3%