We are live on ! Find out more
SOFI icon

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
OAM
576
Ostrum Asset Management
France
$229K +$217K +10,273 +249%
FWP
577
FAS Wealth Partners
Kansas
$228K
PWM
578
Palacios Wealth Management
Florida
$228K +$109K +5,189 +58%
VWA
579
Visionary Wealth Advisors
Illinois
$226K +$35.3K +1,675 +13%
TWM
580
Trueblood Wealth Management
Ohio
$224K +$84.3K +4,000 +40%
BP
581
Ballentine Partners
Massachusetts
$222K -$6.43K -305 -2%
KCFA
582
Key Client Fiduciary Advisors
New Jersey
$218K -$30.7K -1,457 -10%
FFWM
583
Future Financial Wealth Management
Ohio
$216K -$21.1K -1,000 -8%
PSA
584
Plum Street Advisors
Louisiana
$216K
IAIM
585
International Assets Investment Management
Florida
$215K +$56.9K +2,698 +24%
FPAS
586
Focus Partners Advisor Solutions
Missouri
$215K -$207K -9,834 -42%
PAS
587
PKS Advisory Services
New York
$214K +$35.8K +1,700 +14%
PA
588
Procyon Advisors
Connecticut
$213K -$21K -996 -7%
OAC
589
OMERS Administration Corp
Ontario, Canada
$211K -$917K -43,506 -77%
CL
590
Choreo LLC
Illinois
$207K -$198K -9,410 -42%
AFP
591
Ausdal Financial Partners
Iowa
$207K -$3.63K -172 -1%
WWWM
592
White Wing Wealth Management
Texas
$206K +$23.4K +1,112 +9%
FVCM
593
F&V Capital Management
Florida
$206K +$274K +13,000 New
CPIG
594
Chicago Partners Investment Group
Illinois
$205K +$227K +10,757 New
CIAM
595
Caitong International Asset Management
Hong Kong
$205K +$272K +12,910 New
PAS
596
Park Avenue Securities
New York
$204K -$130K -6,144 -32%
PA
597
Parallel Advisors
California
$203K -$12.1K -574 -4%
MPG
598
My Portfolio Guide
California
$201K +$267K +12,673 New
KWM
599
Kingsview Wealth Management
Oregon
$200K +$34.3K +1,625 +15%
PI
600
PineBridge Investments
New York
$199K +$265K +12,553 New