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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
BRWA
526
B. Riley Wealth Advisors
Florida
$290K +$65.6K +3,112 +19%
SG
527
StoneX Group
New York
$289K +$384K +18,209 New
GS
528
GWN Securities
Florida
$286K +$380K +18,006 New
PA
529
Probity Advisors
Texas
$284K -$4.79K -227 -1%
UWM
530
USAdvisors Wealth Management
Minnesota
$283K +$19K +900 +5%
LAM
531
L2 Asset Management
Massachusetts
$281K +$134K +6,365 +56%
B
532
Bensler
Washington
$277K
AF
533
Aldebaran Financial
$276K
1C
534
111 Capital
France
$274K +$363K +17,235 New
SWM
535
SeaCrest Wealth Management
New York
$272K -$297K -14,101 -45%
MWM
536
Meridian Wealth Management
Kentucky
$271K -$2.42M -115,036 -87%
KC
537
Karras Company
Utah
$271K -$1.58K -75 -0.4%
UCFA
538
United Capital Financial Advisors
Texas
$270K +$73.7K +3,494 +26%
MCM
539
M1 Capital Management
Michigan
$267K +$36.9K +1,750 +12%
IWM
540
IHT Wealth Management
Illinois
$266K +$35.1K +1,667 +11%
CAM
541
Concorde Asset Management
Michigan
$265K -$256K -12,121 -42%
HHGC
542
Hunting Hill Global Capital
New York
$265K -$385K -18,244 -52%
GSIAS
543
Garden State Investment Advisory Services
New Jersey
$262K +$90.6K +4,300 +35%
VC
544
VarCov Co
Connecticut
$262K +$348K +16,498 New
RCA
545
Ranch Capital Advisors
Florida
$262K +$9.25K +439 +3%
AFG
546
Albion Financial Group
Utah
$261K
Capstone Investment Advisors
547
Capstone Investment Advisors
New York
$260K -$1.77M -83,945 -84%
GAM
548
Gotham Asset Management
New York
$259K
T
549
TrueFG
Texas
$256K -$3.69K -175 -1%
YCM
550
Yousif Capital Management
Michigan
$256K +$8.12K +385 +2%