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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
ACA
426
Aptus Capital Advisors
Alabama
$514K
LOAMS
427
Lombard Odier Asset Management (Switzerland)
Switzerland
$510K
FPGK
428
Financial Partners Group (Kansas)
Kansas
$509K
OAM
429
Oxford Asset Management
United Kingdom
$508K
EPI
430
Eddie Patel Inc
Illinois
$494K
P
431
&Partners
Tennessee
$493K
TRCT
432
Tower Research Capital (TRC)
New York
$489K
BMSSC
433
B. Metzler seel. Sohn & Co
Germany
$488K
Stifel Financial
434
Stifel Financial
Missouri
$481K
FCH
435
Freestone Capital Holdings
Washington
$478K
EOJOAM
436
E. Ohman J:or Asset Management
Sweden
$471K
Macquarie Group
437
Macquarie Group
Australia
$468K
WP
438
Wealthspan Partners
Iowa
$468K
SFA
439
Sequoia Financial Advisors
Ohio
$465K
MFA
440
Mayflower Financial Advisors
Massachusetts
$464K
SO
441
STRS Ohio
Ohio
$461K
AF
442
Avanza Fonder
Sweden
$460K
CFO
443
Callan Family Office
Pennsylvania
$454K
FCM
444
Fieldview Capital Management
Michigan
$451K
CW
445
CreativeOne Wealth
Kansas
$448K
NL
446
NVWM LLC
Pennsylvania
$444K
BAMF
447
BI Asset Management Fondsmaeglerselskab
Denmark
$442K
CAI
448
Capital Advisors Inc
Oklahoma
$440K
MIM
449
MetLife Investment Management
New Jersey
$435K
ACS
450
Archford Capital Strategies
Illinois
$419K