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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
CLA
501
Carnegie Lake Advisors
New Jersey
$326K
TG
502
TCW Group
California
$326K
AAP
503
Arax Advisory Partners
Colorado
$325K
IA
504
Integrity Alliance
Iowa
$320K
PCM
505
Polymer Capital Management
New York
$320K
RG
506
Rathbones Group
United Kingdom
$319K
BEI
507
Benjamin Edwards Inc
Missouri
$319K
DI
508
Decision Investments
California
$319K
PP
509
Prudential plc
United Kingdom
$315K
PTC
510
Private Trust Company
Ohio
$312K
RE
511
Rydar Equities
Texas
$311K
MA
512
Modus Advisors
Minnesota
$309K
MFGM
513
Marshall Financial Group (Maryland)
Maryland
$309K
SFG
514
Southern Financial Group
Alabama
$307K
ATPW
515
Ashton Thomas Private Wealth
Arizona
$304K
CFS
516
Coordinated Financial Services
Colorado
$303K
Teacher Retirement System of Texas
517
Teacher Retirement System of Texas
Texas
$299K
PS
518
Principal Securities
Iowa
$297K
N
519
Numerai
California
$295K
WP
520
Westmount Partners
California
$295K
RAM
521
Riggs Asset Management
Pennsylvania
$295K
CA
522
Calton & Associates
Florida
$294K
BFG
523
Bleakley Financial Group
New Jersey
$292K
SFI
524
Siemens Fonds Invest
Germany
$291K
BRWA
525
B. Riley Wealth Advisors
Florida
$290K