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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
IRAG
676
Investment Research & Advisory Group
Georgia
$91.3K
TIM
677
Tortoise Investment Management
New York
$87.8K
SWA
678
SOA Wealth Advisors
New York
$86.3K
Los Angeles Capital Management
679
Los Angeles Capital Management
California
$84.7K
DekaBank Deutsche Girozentrale
680
DekaBank Deutsche Girozentrale
Germany
$80K
BBPWM
681
Blue Bell Private Wealth Management
Pennsylvania
$79K
T
682
Tidemark
California
$78K
OCM
683
Orion Capital Management
California
$77.8K
AGA
684
Arkos Global Advisors
Texas
$76K
AssetMark Inc
685
AssetMark Inc
California
$76K
HNB
686
Huntington National Bank
Ohio
$74.2K
HCM
687
Hollencrest Capital Management
California
$73.3K
OCM
688
Osbon Capital Management
Massachusetts
$72.5K
EWA
689
EverSource Wealth Advisors
Alabama
$69.7K
EWM
690
Evolution Wealth Management
Florida
$67.3K
HHCP
691
Hilton Head Capital Partners
South Carolina
$66.9K
PCM
692
Penserra Capital Management
California
$64K
EP
693
Essential Partners
California
$63.7K
W
694
WealthCollab
Washington
$63.5K
IAAG
695
Innovative Asset Advisors Group
Connecticut
$58K
WIM
696
Westside Investment Management
California
$55.5K
SAM
697
Smartleaf Asset Management
Massachusetts
$54.7K
CWM
698
Copia Wealth Management
Oregon
$53.9K
BWA
699
Basecamp Wealth Advisors
Washington
$53.2K
CA
700
Clearstead Advisors
Ohio
$51.5K