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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
Wellington Management Group
626
Wellington Management Group
Massachusetts
$175K
DI
627
Diligent Investors
California
$175K
AW
628
Avion Wealth
Texas
$175K
NG
629
Norden Group
Utah
$174K
GI
630
GAMMA Investing
California
$173K
HWM
631
Horizon Wealth Management
Illinois
$173K
MHR
632
Matthew Hamilton Rosenberg
$172K
BFPW
633
BOK Financial Private Wealth
Colorado
$171K
TCA
634
Transcend Capital Advisors
New Jersey
$169K
FFN
635
Focus Financial Network
Minnesota
$169K
MGIA
636
Moneta Group Investment Advisors
Missouri
$167K
PIA
637
Panoramic Investment Advisors
Colorado
$166K
LFG
638
Larson Financial Group
Missouri
$165K
ZIG
639
Zullo Investment Group
Pennsylvania
$164K
KFSC
640
Keystone Financial Services (Colorado)
Colorado
$162K
VA
641
VestGen Advisors
Illinois
$161K
CCC
642
Compass Capital Corp
Massachusetts
$161K
TCM
643
Traynor Capital Management
Pennsylvania
$161K
UAG
644
United Advisor Group
Ohio
$161K
Betterment LLC
645
Betterment LLC
New York
$160K
AIFS
646
A&I Financial Services
Colorado
$159K
EPP
647
ETF Portfolio Partners
Kansas
$159K
ASC
648
Ares Systematic Credit
$154K
AWF
649
Alpha Wealth Funds
Utah
$152K
PWPS
650
Pinnacle Wealth Planning Services
Ohio
$147K