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

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
MCA
601
Millennium Capital Advisors
Arkansas
$199K
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$197K
WF
603
WoodTrust Financial
Wisconsin
$197K
PG
604
Prostatis Group
Maryland
$197K
RFP
605
Root Financial Partners
California
$196K
AMG
606
Advisors Management Group
Wisconsin
$196K
KA
607
Kercheville Advisors
Texas
$195K
MGP
608
Metis Global Partners
California
$195K
Aberdeen Group
609
Aberdeen Group
United Kingdom
$193K
PF
610
Phoenix Financial
Israel
$192K
GT
611
Glenmede Trust
Pennsylvania
$191K
NC
612
nVerses Capital
Florida
$189K
SWP
613
Sagespring Wealth Partners
Tennessee
$188K
S
614
SignatureFD
Georgia
$188K
LSPW
615
Lake Street Private Wealth
Illinois
$186K
GFPC
616
Global Financial Private Client
Florida
$185K
APW
617
Axim Planning & Wealth
Ohio
$183K
GJWM
618
Gilliland Jeter Wealth Management
Arkansas
$183K
CI
619
Cigna Investments
Connecticut
$182K
FCM
620
Fortis Capital Management
Washington
$181K
PFA
621
Pure Financial Advisors
California
$180K
ECM
622
Evergreen Capital Management
Washington
$179K
TPA
623
Trivium Point Advisory
Connecticut
$177K
EWM
624
Empirical Wealth Management
Washington
$176K
BWL
625
Bogart Wealth LLC
Virginia
$176K