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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
NEWAS
501
N.E.W. Advisory Services
Wisconsin
$330K +$387K +18,359 +765%
CLA
502
Carnegie Lake Advisors
New Jersey
$326K -$23.2K -1,100 -5%
TG
503
TCW Group
California
$326K +$20.9K +993 +5%
AAP
504
Arax Advisory Partners
Colorado
$325K +$215K +10,179 +99%
IA
505
Integrity Alliance
Iowa
$320K -$126K -5,981 -23%
PCM
506
Polymer Capital Management
New York
$320K +$165K +7,806 +63%
RG
507
Rathbones Group
United Kingdom
$319K +$11.6K +550 +3%
BEI
508
Benjamin Edwards Inc
Missouri
$319K -$18.6K -880 -4%
DI
509
Decision Investments
California
$319K +$59.6K +2,826 +16%
PP
510
Prudential plc
United Kingdom
$315K
PTC
511
Private Trust Company
Ohio
$312K +$105K +4,958 +34%
RE
512
Rydar Equities
Texas
$311K +$157K +7,447 +65%
MA
513
Modus Advisors
Minnesota
$309K +$23.6K +1,118 +6%
MFGM
514
Marshall Financial Group (Maryland)
Maryland
$309K -$16.8K -798 -4%
SFG
515
Southern Financial Group
Alabama
$307K +$31.7K +1,505 +8%
ATPW
516
Ashton Thomas Private Wealth
Arizona
$304K +$145K +6,863 +56%
CFS
517
Coordinated Financial Services
Colorado
$303K +$31.6K +1,500 +9%
Teacher Retirement System of Texas
518
Teacher Retirement System of Texas
Texas
$299K -$438K -20,780 -52%
PS
519
Principal Securities
Iowa
$297K +$35.4K +1,681 +10%
N
520
Numerai
California
$295K -$298K -14,147 -43%
WP
521
Westmount Partners
California
$295K +$392K +18,574 New
RAM
522
Riggs Asset Management
Pennsylvania
$295K -$2.66M -126,172 -87%
CA
523
Calton & Associates
Florida
$294K -$35K -1,659 -8%
BFG
524
Bleakley Financial Group
New Jersey
$292K -$47.2K -2,238 -11%
SFI
525
Siemens Fonds Invest
Germany
$291K +$33.8K +1,604 +10%