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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
ACS
451
Archford Capital Strategies
Illinois
$419K -$358 -17 -0.1%
FFA
452
Farther Finance Advisors
California
$419K -$204K -9,668 -27%
HCP
453
Hexagon Capital Partners
Arkansas
$414K -$274 -13 -0%
WWA
454
WCG Wealth Advisors
Nevada
$412K -$281K -13,327 -34%
LCA
455
Legend Capital Advisors
New York
$404K -$10.5K -500 -2%
AWM
456
AE Wealth Management
Kansas
$402K +$69K +3,273 +15%
QT
457
Quantbot Technologies
New York
$400K -$5.61M -266,015 -91%
PCA
458
Pallas Capital Advisors
Massachusetts
$399K +$212K +10,057 +67%
CCWM
459
Correct Capital Wealth Management
Missouri
$396K +$134K +6,344 +34%
OIA
460
OneDigital Investment Advisors
Kansas
$393K -$372K -17,651 -42%
CCM
461
Coldstream Capital Management
Washington
$392K +$236K +11,211 +83%
PL
462
Perpetual Ltd
Australia
$385K +$224K +10,621 +78%
KIG
463
Kennedy Investment Group
New Jersey
$384K -$80.8K -3,834 -14%
MFAM
464
Motley Fool Asset Management
Virginia
$384K +$80.5K +3,821 +19%
SWA
465
Stratos Wealth Advisors
Ohio
$383K +$158K +7,518 +45%
FIA
466
Foundations Investment Advisors
Arizona
$382K -$229K -10,861 -31%
TWC
467
TD Waterhouse Canada
Ontario, Canada
$381K -$378K -17,932 -42%
MCM
468
Mainstay Capital Management
Michigan
$375K -$1.26K -60 -0.3%
PVI
469
Pine Valley Investments
New Jersey
$375K -$87.9K -4,170 -15%
BAM
470
Belpointe Asset Management
Nevada
$371K -$823K -39,021 -63%
MF
471
Manchester Financial
California
$371K
RS
472
R Squared
Hong Kong
$370K +$124K +5,872 +34%
JWCA
473
J.W. Cole Advisors
Florida
$366K +$22.1K +1,047 +5%
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$365K +$231K +10,954 +91%
NP
475
NorthRock Partners
Minnesota
$364K -$307K -14,549 -39%