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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
DS
301
DRW Securities
Illinois
$1.3M
SWM
302
Steinberganna Wealth Management
New York
$1.28M
FCM
303
Firsthand Capital Management
California
$1.27M
BBVA
304
Banco Bilbao Vizcaya Argentaria
Spain
$1.26M
ML
305
MLP3 LLC
New Jersey
$1.25M
SW
306
Simplicity Wealth
New Jersey
$1.24M
SWM
307
Spire Wealth Management
Virginia
$1.24M
Truist Financial
308
Truist Financial
North Carolina
$1.23M
FGA
309
Fortis Group Advisors
New Jersey
$1.21M
PRS
310
Pinkerton Retirement Specialists
Idaho
$1.2M
ECSS
311
Eurizon Capital SGR SpA
$1.19M
LSA
312
Leonteq Securities AG
Switzerland
$1.17M
AWA
313
Arkadios Wealth Advisors
Georgia
$1.17M
CF
314
Centaurus Financial
California
$1.15M
Manulife (Manufacturers Life Insurance)
315
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.14M
PL
316
Polianta Ltd
Jersey
$1.14M
SIA
317
Soltis Investment Advisors
Utah
$1.09M
HI
318
Hudock Inc
Pennsylvania
$1.09M
MPPLM
319
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.07M
AB
320
Amalgamated Bank
New York
$1.06M
OA
321
Oasis Advisors
Iowa
$1.06M
KPWS
322
Kestra Private Wealth Services
Texas
$1.05M
PFGIA
323
Patriot Financial Group Insurance Agency
Massachusetts
$1.05M
AWA
324
Alta Wealth Advisors
Massachusetts
$1.05M
EF
325
Empowered Funds
Pennsylvania
$1.04M