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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 118 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:

36% less first-time investments, than exits

New positions opened: 118 | 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
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
OFG
551
Oxford Financial Group
Indiana
$254K
BNA
552
BankChampaign National Association
Illinois
$254K
AWM
553
Avior Wealth Management
Nebraska
$254K
Robeco Institutional Asset Management
554
Robeco Institutional Asset Management
Netherlands
$253K
PCIA
555
Prime Capital Investment Advisors
Kansas
$253K
CAU
556
Caxton Associates (UK)
$252K
AC
557
Avestar Capital
New York
$251K
NWM
558
Northwest Wealth Management
Iowa
$251K
WC
559
Whitney & Co
New York
$247K
DWM
560
Dynasty Wealth Management
Florida
$247K
CSP
561
Cary Street Partners
Virginia
$245K
RMC
562
Ring Mountain Capital
California
$244K
NFSG
563
Newbridge Financial Services Group
Florida
$239K
WAS
564
Westco Advisory Services
New York
$239K
JIP
565
Jaffetilchin Investment Partners
Florida
$238K
FA
566
Fortis Advisors
Pennsylvania
$238K
IF
567
Intrua Financial
Texas
$238K
IG
568
IFS Group
Pennsylvania
$238K
HWM
569
HB Wealth Management
Georgia
$234K
FA
570
Fermata Advisors
California
$234K
CIA
571
Capital Investment Advisors
Georgia
$232K
CB
572
Commerce Bank
Missouri
$232K
CIBC World Market
573
CIBC World Market
Ontario, Canada
$231K
RWA
574
Redhawk Wealth Advisors
Minnesota
$230K
AFAS
575
Acorn Financial Advisory Services
Virginia
$229K