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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
OFG
551
Oxford Financial Group
Indiana
$254K +$337K +16,000 New
BNA
552
BankChampaign National Association
Illinois
$254K -$83.6K -3,965 -20%
AWM
553
Avior Wealth Management
Nebraska
$254K +$337K +15,978 New
Robeco Institutional Asset Management
554
Robeco Institutional Asset Management
Netherlands
$253K -$179K -8,495 -35%
PCIA
555
Prime Capital Investment Advisors
Kansas
$253K +$56.6K +2,684 +20%
CAU
556
Caxton Associates (UK)
$252K -$76.5K -3,630 -19%
AC
557
Avestar Capital
New York
$251K +$927 +44 +0.3%
NWM
558
Northwest Wealth Management
Iowa
$251K -$675 -32 -0.2%
WC
559
Whitney & Co
New York
$247K +$5.8K +275 +2%
DWM
560
Dynasty Wealth Management
Florida
$247K +$28.8K +1,366 +10%
CSP
561
Cary Street Partners
Virginia
$245K +$10.9K +515 +3%
RMC
562
Ring Mountain Capital
California
$244K -$88.7K -4,209 -21%
NFSG
563
Newbridge Financial Services Group
Florida
$239K -$27.4K -1,300 -8%
WAS
564
Westco Advisory Services
New York
$239K -$16.9K -800 -5%
JIP
565
Jaffetilchin Investment Partners
Florida
$238K -$805K -38,173 -72%
FA
566
Fortis Advisors
Pennsylvania
$238K -$52.7K -2,500 -14%
IF
567
Intrua Financial
Texas
$238K +$82.7K +3,925 +35%
IG
568
IFS Group
Pennsylvania
$238K +$316K +14,970 New
HWM
569
HB Wealth Management
Georgia
$234K +$100K +4,758 +48%
FA
570
Fermata Advisors
California
$234K -$21.1K -1,000 -6%
CIA
571
Capital Investment Advisors
Georgia
$232K -$8.87K -421 -3%
CB
572
Commerce Bank
Missouri
$232K +$308K +14,613 New
CIBC World Market
573
CIBC World Market
Ontario, Canada
$231K +$52.6K +2,494 +21%
RWA
574
Redhawk Wealth Advisors
Minnesota
$230K
AFAS
575
Acorn Financial Advisory Services
Virginia
$229K -$2.47M -117,049 -89%