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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
LFAS
376
Level Four Advisory Services
Texas
$703K
SF
377
Sun Financial
Utah
$694K
DILIC
378
Dai-ichi Life Insurance Company
Japan
$693K
SAG
379
Susquehanna Advisors Group
Pennsylvania
$691K
MP
380
Mangrove Partners
Connecticut
$688K
WAM
381
Weiss Asset Management
Massachusetts
$683K
WIA
382
World Investment Advisors
California
$673K
PP
383
PDT Partners
New York
$672K
VA
384
Vident Advisory
Georgia
$655K
EGM
385
Engineers Gate Manager
New York
$653K
KA
386
KLCM Advisors
Wisconsin
$651K
TFS
387
Thoroughbred Financial Services
Tennessee
$651K
MIFH
388
Migdal Insurance & Financial Holdings
Israel
$650K
CMTU
389
Capital Markets Trading (UK)
United Kingdom
$650K
RIA
390
RPG Investment Advisory
California
$648K
AWM
391
Apollon Wealth Management
South Carolina
$647K
BAM
392
Blueshift Asset Management
New Jersey
$634K
ECM
393
Everence Capital Management
Indiana
$618K
FNT
394
First National Trust
Pennsylvania
$617K
MIM
395
Moseley Investment Management
Florida
$614K
AFG
396
Atomi Financial Group
New York
$613K
OCBCO
397
Oversea-Chinese Banking Corp (OCBC)
Singapore
$609K
ASN
398
Advisory Services Network
Georgia
$604K
SFS
399
Sowell Financial Services
Arkansas
$600K
PSC
400
Portman Square Capital
United Kingdom
$600K