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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
PSC
401
Portman Square Capital
United Kingdom
$600K
Allianz Asset Management
402
Allianz Asset Management
Germany
$599K
EC
403
EntryPoint Capital
New York
$584K
EP
404
Edgestream Partners
New Jersey
$582K
SCM
405
Sterling Capital Management
North Carolina
$582K
AC
406
AlphaCore Capital
California
$577K
MIG
407
McGuire Investment Group
Rhode Island
$574K
NF
408
Nikulski Financial
Iowa
$573K
IAA
409
Independent Advisor Alliance
North Carolina
$572K
CMI
410
Clare Market Investments
Texas
$570K
CA
411
Capital Advantage
California
$564K
FFA
412
Florida Financial Advisors
Florida
$563K
Principal Financial Group
413
Principal Financial Group
Iowa
$562K
CA
414
COFG Advisors
Illinois
$560K
RIA
415
Rhodes Investment Advisors
Texas
$558K
NDSIB
416
North Dakota State Investment Board
North Dakota
$557K
MWM
417
Maridea Wealth Management
New York
$551K
VFG
418
Victory Financial Group
Texas
$551K
VFA
419
Valeo Financial Advisors
Indiana
$547K
PWM
420
Perigon Wealth Management
California
$544K
RWM
421
Ritholtz Wealth Management
New York
$536K
DT
422
Diversified Trust
Tennessee
$535K
ITG
423
Index Technologies Group
New York
$534K
MAS
424
Meeder Advisory Services
Ohio
$523K
UB
425
UMB Bank
Missouri
$518K