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SoFi Technologies

915 hedge funds and large institutions have $11.7B invested in SoFi Technologies in 2026 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 393 increasing their positions, 257 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 257

34% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $2.4B

9% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 117

5% more capital invested

Capital invested by funds: $11.2B → $11.7B (+$508M)

1% less funds holding

Funds holding: 924915 (-9)

4.63% less ownership

Funds ownership: 55.33%50.69% (-4.6%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
915
Holders Change
-9
Holders Change %
-0.97%
% of All Funds
11.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
127
Increased
393
Reduced
257
Closed
117
Calls
$3.22B
Puts
$2.4B
Net Calls
+$813M
Net Calls Change
+$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$85.3M -$34M -2,007,577 -30%
WorldQuant Millennium Advisors
27
WorldQuant Millennium Advisors
New York
$76.3M -$19.7M -1,165,142 -22%
AGFVA
28
Accel Growth Fund V Associates
California
$73.6M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$72.5M +$285K +16,824 +0.4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$67.6M +$35M +2,068,072 +121%
AIM
31
ARK Investment Management
Florida
$67.1M -$1.58M -93,524 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$66.4M +$31.7M +1,868,221 +105%
Legal & General Group
33
Legal & General Group
United Kingdom
$64.7M +$2.68M +158,198 +5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$64.5M -$1.89M -111,800 -3%
CAS
35
Coppell Advisory Solutions
Texas
$59.7M +$10.5K +620 New
HF
36
HRT Financial
New York
$57.5M -$86.8M -5,125,873 -61%
NAMA
37
Nikko Asset Management Americas
New York
$56.1M -$59K -3,481 -0.1%
CM
38
Capula Management
Cayman Islands
$53.8M +$50.8M +3,000,000 New
LPL Financial
39
LPL Financial
California
$53.7M +$301K +17,749 +0.6%
Nuveen
40
Nuveen
North Carolina
$52.7M -$8.37M -493,885 -14%
DC
41
Davenport & Co
Virginia
$50M +$46.2M +2,725,238 +5,493%
Deutsche Bank
42
Deutsche Bank
Germany
$44.6M +$14.6M +863,276 +53%
Vanguard Asset Management
43
Vanguard Asset Management
$44.3M +$6.27M +370,089 +18%
Voloridge Investment Management
44
Voloridge Investment Management
Florida
$41.6M -$175M -10,332,483 -82%
Walleye Trading
45
Walleye Trading
New York
$40.1M +$9.43M +556,737 +33%
Barclays
46
Barclays
United Kingdom
$33.6M -$15.5M -916,458 -33%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$33.4M +$1.76M +103,745 +6%
Amundi
48
Amundi
France
$32.9M +$2.09M +123,570 +7%
SOMRS
49
State of Michigan Retirement System
Michigan
$29.6M +$11M +648,658 +65%
MG
50
Marex Group
$28.3M +$10.5M +621,793 +65%

SOFI Hedge Fund Activity: Q2 2026 in Review

915 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2026, worth a combined $11.7B — up 4.5% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new SOFI positions and 117 closed out — a net gain of 10 holders — while 393 added to existing stakes and 257 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $384M. The largest seller was D.E. Shaw & Co, cutting an estimated $475M.

  • 915 institutional investors held SoFi Technologies (SOFI) as of Q2 2026, down from 924 in Q1 2026.
  • Funds reported $11.7B of SoFi Technologies stock for Q2 2026, up 4.5% quarter-over-quarter.
  • 127 funds opened new SoFi Technologies positions in Q2 2026 and 117 closed out, a net change of +10 holders.
  • The largest SoFi Technologies buyer in Q2 2026 was Goldman Sachs, an estimated $384M added.
  • The largest SoFi Technologies seller in Q2 2026 was D.E. Shaw & Co, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2026.