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