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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

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
919
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
CYG
276
Clean Yield Group
Vermont
$1.56M
OIMU
277
Osmosis Investment Management UK
United Kingdom
$1.55M
GIBU
278
Gulf International Bank (UK)
United Kingdom
$1.55M
AIM
279
Aigen Investment Management
New York
$1.52M
MMA
280
Miracle Mile Advisors
California
$1.51M
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$1.51M
IFG
282
Independent Financial Group
California
$1.49M
SC
283
Slow Capital
California
$1.47M
VOYA Investment Management
284
VOYA Investment Management
Georgia
$1.47M
LFP
285
Lakeshore Financial Planning
Michigan
$1.47M
IEFM
286
IQ EQ Fund Management
Ireland
$1.46M
AC
287
AXQ Capital
New Jersey
$1.46M
LNWTC
288
Laird Norton Wetherby Trust Company
Washington
$1.45M
IMCOOI
289
Investment Management Corp of Ontario (IMCO)
Canada
$1.44M
AC
290
Allstate Corporation
Illinois
$1.43M
Verition Fund Management
291
Verition Fund Management
Connecticut
$1.43M
Janus Henderson Group
292
Janus Henderson Group
United Kingdom
$1.42M
Pathstone Holdings
293
Pathstone Holdings
New Jersey
$1.41M
PFS
294
Prospera Financial Services
Texas
$1.4M
HT
295
Headlands Technologies
Illinois
$1.37M
KA
296
Kovack Advisors
Florida
$1.36M
HI
297
Harbour Investments
Wisconsin
$1.32M
BCI
298
Brinker Capital Investments
Pennsylvania
$1.31M
HIP
299
HUB Investment Partners
Texas
$1.3M
Franklin Resources
300
Franklin Resources
California
$1.3M