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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
SW
326
Solidarity Wealth
Utah
$1.04M
ALMGDA
327
AG2R La Mondiale Gestion d'Actifs
France
$1.04M
SPC
328
Sigma Planning Corp
Michigan
$1.02M
PIP
329
Philadelphia Investment Partners
New Jersey
$1.01M
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$1.01M
IWC
331
Integrated Wealth Concepts
Massachusetts
$1M
MA
332
Mutual Advisors
Nebraska
$981K
AAIS
333
ABN AMRO Investment Solutions
$979K
NL
334
NWAM LLC
Washington
$976K
Bank of Nova Scotia
335
Bank of Nova Scotia
Ontario, Canada
$970K
MSRPS
336
Maryland State Retirement & Pension System
Maryland
$968K
VT
337
Vise Technologies
New York
$956K
RIM
338
Rakuten Investment Management
Japan
$956K
MFG
339
Merit Financial Group
Georgia
$927K
CIBC Asset Management
340
CIBC Asset Management
Ontario, Canada
$914K
TSS
341
Two Sigma Securities
New York
$898K
M&T Bank
342
M&T Bank
New York
$898K
SAM
343
Stansberry Asset Management
Texas
$888K
FCM
344
FirstWave Capital Management
Florida
$887K
RSA
345
River Street Advisors
Illinois
$886K
PI
346
PFG Investments
New York
$885K
SLWA
347
San Luis Wealth Advisors
California
$880K
LCM
348
Laurion Capital Management
New York
$875K
Neuberger Berman Group
349
Neuberger Berman Group
New York
$874K
CIS
350
Custom Index Systems
New York
$873K