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SoFi Technologies

918 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, 296 reducing their positions, and 185 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
918
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.18B
Puts
$2.45B
Net Calls
Net Calls Change

Top Buyers

1 +$444M
2 +$282M
3 +$176M
4
Goldman Sachs
Goldman Sachs
New York
+$170M
5
Morgan Stanley
Morgan Stanley
New York
+$167M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
226
Oppenheimer & Co
New York
$2.54M
XWM
227
Xcel Wealth Management
Florida
$2.52M
Swedbank
228
Swedbank
Sweden
$2.44M
HP
229
Havemeyer Place
Connecticut
$2.38M
Corient Private Wealth
230
Corient Private Wealth
Florida
$2.38M
CS
231
Candriam SCA
Luxembourg
$2.32M
QCM
232
QRG Capital Management
Illinois
$2.32M
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$2.28M
TCM
234
Triumph Capital Management
Colorado
$2.22M
Nisa Investment Advisors
235
Nisa Investment Advisors
Missouri
$2.17M
IA
236
Intellus Advisors
Florida
$2.14M
CDDEC
237
Caisse Des Depots Et Consignations
France
$2.12M
Lido Advisors
238
Lido Advisors
California
$2.08M
AF
239
Allworth Financial
California
$2.07M
CIA
240
Concurrent Investment Advisors
Florida
$2.05M
Credit Agricole
241
Credit Agricole
France
$2.04M
Jacobs Levy Equity Management
242
Jacobs Levy Equity Management
New Jersey
$1.99M
TGIA
243
Torrey Growth & Income Advisors
California
$1.97M
Kovitz Investment Group Partners
244
Kovitz Investment Group Partners
Illinois
$1.96M
AWAU
245
Alliance Wealth Advisors (Utah)
Utah
$1.94M
EMPI
246
Elo Mutual Pension Insurance
Finland
$1.94M
CRB
247
Chad R. Baker
$1.93M
EH
248
Equitable Holdings
New York
$1.91M
BHCM
249
Brevan Howard Capital Management
Jersey
$1.89M
Carson Wealth (CWM LLC)
250
Carson Wealth (CWM LLC)
Nebraska
$1.89M