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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
Allspring Global Investments
626
Allspring Global Investments
North Carolina
$175K
Wellington Management Group
627
Wellington Management Group
Massachusetts
$175K
DI
628
Diligent Investors
California
$175K
AW
629
Avion Wealth
Texas
$175K
NG
630
Norden Group
Utah
$174K
GI
631
GAMMA Investing
California
$173K
HWM
632
Horizon Wealth Management
Illinois
$173K
MHR
633
Matthew Hamilton Rosenberg
$172K
BFPW
634
BOK Financial Private Wealth
Colorado
$171K
TCA
635
Transcend Capital Advisors
New Jersey
$169K
FFN
636
Focus Financial Network
Minnesota
$169K
MGIA
637
Moneta Group Investment Advisors
Missouri
$167K
PIA
638
Panoramic Investment Advisors
Colorado
$166K
LFG
639
Larson Financial Group
Missouri
$165K
ZIG
640
Zullo Investment Group
Pennsylvania
$164K
KFSC
641
Keystone Financial Services (Colorado)
Colorado
$162K
VA
642
VestGen Advisors
Illinois
$161K
CCC
643
Compass Capital Corp
Massachusetts
$161K
TCM
644
Traynor Capital Management
Pennsylvania
$161K
UAG
645
United Advisor Group
Ohio
$161K
Betterment LLC
646
Betterment LLC
New York
$160K
AIFS
647
A&I Financial Services
Colorado
$159K
EPP
648
ETF Portfolio Partners
Kansas
$159K
ASC
649
Ares Systematic Credit
$154K
AWF
650
Alpha Wealth Funds
Utah
$152K