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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
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$147K
CCWM
652
Cassaday & Co Wealth Management
Virginia
$144K
AF
653
Advisornet Financial
Minnesota
$142K
AWM
654
Abound Wealth Management
Tennessee
$141K
QCG
655
Quadrant Capital Group
Ohio
$139K
Fidelity International
656
Fidelity International
Bermuda
$138K
RDWM
657
Red Door Wealth Management
Tennessee
$136K
SC
658
SouthState Corp
Florida
$134K
TFA
659
Toth Financial Advisory
Virginia
$133K
SFG
660
Strive Financial Group
Indiana
$127K
NRG
661
Nemes Rush Group
Michigan
$122K
NS
662
NBC Securities
Alabama
$120K
GAA
663
Global Assets Advisory
Florida
$118K
KAS
664
Kemnay Advisory Services
New York
$116K
HIIFS
665
Harel Insurance Investments & Financial Services
Israel
$114K
GWM
666
Geneos Wealth Management
Colorado
$111K
WWM
667
Wolff Wiese Magana
California
$105K
LA
668
LM Advisors
California
$105K
VC
669
Vestor Capital
Illinois
$104K
UOTTAIMCU
670
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$97.6K
Mirae Asset Global Investments
671
Mirae Asset Global Investments
South Korea
$96.2K
MTIM
672
Marathon Trading Investment Management
Pennsylvania
$95.8K
LS
673
Livforsakringsbolaget Skandia
Sweden
$95.2K
GXJ
674
Global X Japan
Japan
$92.3K
LWM
675
Lodestone Wealth Management
Washington
$91.8K