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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

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
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
OAM
576
Ostrum Asset Management
France
$229K
FWP
577
FAS Wealth Partners
Kansas
$228K
PWM
578
Palacios Wealth Management
Florida
$228K
VWA
579
Visionary Wealth Advisors
Illinois
$226K
TWM
580
Trueblood Wealth Management
Ohio
$224K
BP
581
Ballentine Partners
Massachusetts
$222K
KCFA
582
Key Client Fiduciary Advisors
New Jersey
$218K
FFWM
583
Future Financial Wealth Management
Ohio
$216K
PSA
584
Plum Street Advisors
Louisiana
$216K
IAIM
585
International Assets Investment Management
Florida
$215K
FPAS
586
Focus Partners Advisor Solutions
Missouri
$215K
PAS
587
PKS Advisory Services
New York
$214K
PA
588
Procyon Advisors
Connecticut
$213K
OAC
589
OMERS Administration Corp
Ontario, Canada
$211K
CL
590
Choreo LLC
Illinois
$207K
AFP
591
Ausdal Financial Partners
Iowa
$207K
WWWM
592
White Wing Wealth Management
Texas
$206K
FVCM
593
F&V Capital Management
Florida
$206K
CPIG
594
Chicago Partners Investment Group
Illinois
$205K
CIAM
595
Caitong International Asset Management
Hong Kong
$205K
PAS
596
Park Avenue Securities
New York
$204K
PA
597
Parallel Advisors
California
$203K
MPG
598
My Portfolio Guide
California
$201K
KWM
599
Kingsview Wealth Management
Oregon
$200K
PI
600
PineBridge Investments
New York
$199K