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