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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
CIS
351
Custom Index Systems
New York
$873K
BCM
352
Brookstone Capital Management
Illinois
$864K
AV
353
ASR Vermogensbeheer
Netherlands
$861K
PNC Financial Services Group
354
PNC Financial Services Group
Pennsylvania
$854K
II
355
Inspire Investing
Idaho
$849K
HCM
356
Howland Capital Management
Massachusetts
$847K
BCM
357
Bayesian Capital Management
New York
$839K
SLI
358
Sumitomo Life Insurance
Japan
$832K
KFSN
359
Keystone Financial Services (Nebraska)
Nebraska
$829K
NFG
360
Norris Financial Group
South Carolina
$828K
VCM
361
Viewpoint Capital Management
Washington
$823K
MIC
362
Means Investment Company
Maine
$816K
BPA
363
Beacon Pointe Advisors
California
$808K
Prudential Financial
364
Prudential Financial
New Jersey
$791K
BCM
365
BluePath Capital Management
Georgia
$790K
DC
366
Davenport & Co
Virginia
$788K
PFA
367
Pathway Financial Advisers
Indiana
$786K
WP
368
Woodline Partners
California
$785K
SC
369
Sepio Capital
Utah
$774K
MCM
370
MAI Capital Management
Ohio
$761K
KF
371
Krilogy Financial
Missouri
$757K
FFG
372
Floyd Financial Group
Missouri
$754K
CFM
373
Catalyst Funds Management
Australia
$741K
SCB
374
Saudi Central Bank
Saudi Arabia
$741K
MC
375
Matisse Capital
Oregon
$734K