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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
WPC
476
Wedmont Private Capital
Pennsylvania
$364K -$115K -5,478 -20%
KWA
477
Kingswood Wealth Advisors
California
$362K +$56.1K +2,663 +13%
KeyBank National Association
478
KeyBank National Association
Ohio
$356K +$232K +11,012 +97%
HCA
479
Harbor Capital Advisors
Illinois
$353K +$469K +22,236 New
GVAG
480
Great Valley Advisor Group
Delaware
$352K +$153K +7,244 +48%
VI
481
Vestcor Inc
New Brunswick, Canada
$351K
FFS
482
Founders Financial Securities
Maryland
$349K -$7K -332 -2%
UM
483
UniSuper Management
Australia
$349K
BIG
484
Brooklyn Investment Group
New York
$349K +$463K +21,953 New
SWASL
485
Spartan Wealth Advisory Services LLC
Michigan
$348K +$462K +21,935 New
EAM
486
Eventide Asset Management
Massachusetts
$347K +$31.7K +1,504 +7%
DAS
487
Dynamic Advisor Solutions
Arizona
$341K +$40.2K +1,906 +10%
SC
488
Savant Capital
Illinois
$341K +$83.7K +3,973 +23%
CF
489
Claris Financial
Virginia
$340K +$292K +13,863 +169%
OL
490
one8zero8 LLC
North Carolina
$339K -$4.22K -200 -0.9%
CWM
491
Calamos Wealth Management
Illinois
$339K
Calamos Advisors
492
Calamos Advisors
Illinois
$339K +$450K +21,339 New
TWM
493
Thrive Wealth Management
Pennsylvania
$338K +$38.3K +1,818 +9%
SH
494
SLT Holdings
Arizona
$336K -$235K -11,150 -35%
JCM
495
Jacobi Capital Management
Pennsylvania
$335K +$221K +10,500 +99%
CAM
496
Cozad Asset Management
Illinois
$334K +$444K +21,057 New
MOS
497
MGO One Seven
Ohio
$334K -$119K -5,647 -21%
GS
498
GTS Securities
New York
$332K +$440K +20,880 New
MAG
499
Mayfair Advisory Group
Alabama
$331K +$86.2K +4,090 +24%
GIA
500
Gladstone Institutional Advisory
Florida
$331K +$91.1K +4,324 +26%