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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
HighTower Advisors
251
HighTower Advisors
Illinois
$1.88M
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$1.88M
TFCM
253
Taylor Frigon Capital Management
Arizona
$1.87M
BAAM
254
Baker Avenue Asset Management
California
$1.83M
SLAM
255
Swiss Life Asset Management
$1.82M
CBU
256
CIBC Bancorp USA
Illinois
$1.81M
MFS
257
Miller Financial Services
Michigan
$1.81M
US Bancorp
258
US Bancorp
Minnesota
$1.78M
SSA
259
Schonfeld Strategic Advisors
New York
$1.77M
CAWM
260
Capital Advisors Wealth Management
Washington
$1.76M
MIF
261
Mediolanum International Funds
Ireland
$1.73M
VPIM
262
Vanguard Personalized Indexing Management
California
$1.7M
FWP
263
Firethorn Wealth Partners
Georgia
$1.69M
PIA
264
Perennial Investment Advisors
California
$1.68M
TWM
265
Tradition Wealth Management
Minnesota
$1.67M
CAPTRUST Financial Advisors
266
CAPTRUST Financial Advisors
North Carolina
$1.65M
Polen Capital Management
267
Polen Capital Management
Florida
$1.64M
GC
268
GatePass Capital
Ohio
$1.59M
AWM
269
Ameliora Wealth Management
Switzerland
$1.59M
Mackenzie Financial
270
Mackenzie Financial
Ontario, Canada
$1.59M
VF
271
Virtu Financial
New York
$1.58M
SI
272
Sava Infond
Slovenia
$1.57M
IA
273
IFP Advisors
Florida
$1.57M
CA
274
CoreCap Advisors
Michigan
$1.57M
CYG
275
Clean Yield Group
Vermont
$1.56M