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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

30% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 297

30% more call options, than puts

Call options by funds: $3.18B | Put options by funds: $2.45B

2.85% less ownership

Funds ownership: 58.12%55.27% (-2.9%)

8% less funds holding

Funds holding: 1,003919 (-84)

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
-84
Holders Change %
-8.37%
% of All Funds
11.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
117
Increased
385
Reduced
297
Closed
185
Calls
$3.18B
Puts
$2.45B
Net Calls
+$726M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
426
Steward Partners Investment Advisory
New York
$516K +$34K +1,613 +5%
ACA
427
Aptus Capital Advisors
Alabama
$514K +$25K +1,186 +4%
LOAMS
428
Lombard Odier Asset Management (Switzerland)
Switzerland
$510K +$63.2K +3,000 +10%
FPGK
429
Financial Partners Group (Kansas)
Kansas
$509K -$242K -11,465 -26%
OAM
430
Oxford Asset Management
United Kingdom
$508K +$674K +31,994 New
EPI
431
Eddie Patel Inc
Illinois
$494K -$3.25K -154 -0.5%
P
432
&Partners
Tennessee
$493K -$4.17K -198 -0.6%
TRCT
433
Tower Research Capital (TRC)
New York
$489K +$444K +21,043 +215%
BMSSC
434
B. Metzler seel. Sohn & Co
Germany
$488K -$6.35M -301,313 -91%
Stifel Financial
435
Stifel Financial
Missouri
$481K -$3.05M -144,903 -83%
FCH
436
Freestone Capital Holdings
Washington
$478K +$85K +4,031 +15%
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$471K
Macquarie Group
438
Macquarie Group
Australia
$468K
WP
439
Wealthspan Partners
Iowa
$468K +$222K +10,546 +56%
SFA
440
Sequoia Financial Advisors
Ohio
$465K -$420K -19,946 -41%
MFA
441
Mayflower Financial Advisors
Massachusetts
$464K +$13.8K +653 +2%
SO
442
STRS Ohio
Ohio
$461K -$8.21M -389,443 -93%
AF
443
Avanza Fonder
Sweden
$460K +$8.62K +409 +1%
CFO
444
Callan Family Office
Pennsylvania
$454K -$76.4K -3,626 -11%
FCM
445
Fieldview Capital Management
Michigan
$451K +$599K +28,404 New
CW
446
CreativeOne Wealth
Kansas
$448K -$312K -14,815 -34%
NL
447
NVWM LLC
Pennsylvania
$444K +$576K +27,334 +4,556%
BAMF
448
BI Asset Management Fondsmaeglerselskab
Denmark
$442K -$5.99M -284,144 -91%
CAI
449
Capital Advisors Inc
Oklahoma
$440K +$103K +4,896 +21%
MIM
450
MetLife Investment Management
New Jersey
$435K -$10.2K -483 -2%