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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
KWA
476
Kingswood Wealth Advisors
California
$362K
KeyBank National Association
477
KeyBank National Association
Ohio
$356K
HCA
478
Harbor Capital Advisors
Illinois
$353K
GVAG
479
Great Valley Advisor Group
Delaware
$352K
VI
480
Vestcor Inc
New Brunswick, Canada
$351K
FFS
481
Founders Financial Securities
Maryland
$349K
UM
482
UniSuper Management
Australia
$349K
BIG
483
Brooklyn Investment Group
New York
$349K
SWASL
484
Spartan Wealth Advisory Services LLC
Michigan
$348K
EAM
485
Eventide Asset Management
Massachusetts
$347K
DAS
486
Dynamic Advisor Solutions
Arizona
$341K
SC
487
Savant Capital
Illinois
$341K
CF
488
Claris Financial
Virginia
$340K
OL
489
one8zero8 LLC
North Carolina
$339K
CWM
490
Calamos Wealth Management
Illinois
$339K
Calamos Advisors
491
Calamos Advisors
Illinois
$339K
TWM
492
Thrive Wealth Management
Pennsylvania
$338K
SH
493
SLT Holdings
Arizona
$336K
JCM
494
Jacobi Capital Management
Pennsylvania
$335K
CAM
495
Cozad Asset Management
Illinois
$334K
MOS
496
MGO One Seven
Ohio
$334K
GS
497
GTS Securities
New York
$332K
MAG
498
Mayfair Advisory Group
Alabama
$331K
GIA
499
Gladstone Institutional Advisory
Florida
$331K
NEWAS
500
N.E.W. Advisory Services
Wisconsin
$330K