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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
FFA
451
Farther Finance Advisors
California
$419K
HCP
452
Hexagon Capital Partners
Arkansas
$414K
WWA
453
WCG Wealth Advisors
Nevada
$412K
LCA
454
Legend Capital Advisors
New York
$404K
AWM
455
AE Wealth Management
Kansas
$402K
QT
456
Quantbot Technologies
New York
$400K
PCA
457
Pallas Capital Advisors
Massachusetts
$399K
CCWM
458
Correct Capital Wealth Management
Missouri
$396K
OIA
459
OneDigital Investment Advisors
Kansas
$393K
CCM
460
Coldstream Capital Management
Washington
$392K
PL
461
Perpetual Ltd
Australia
$385K
KIG
462
Kennedy Investment Group
New Jersey
$384K
MFAM
463
Motley Fool Asset Management
Virginia
$384K
SWA
464
Stratos Wealth Advisors
Ohio
$383K
FIA
465
Foundations Investment Advisors
Arizona
$382K
TWC
466
TD Waterhouse Canada
Ontario, Canada
$381K
MCM
467
Mainstay Capital Management
Michigan
$375K
PVI
468
Pine Valley Investments
New Jersey
$375K
BAM
469
Belpointe Asset Management
Nevada
$371K
MF
470
Manchester Financial
California
$371K
RS
471
R Squared
Hong Kong
$370K
JWCA
472
J.W. Cole Advisors
Florida
$366K
WAP
473
Wealthcare Advisory Partners
Pennsylvania
$365K
NP
474
NorthRock Partners
Minnesota
$364K
WPC
475
Wedmont Private Capital
Pennsylvania
$364K