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