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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
AIC
701
Archer Investment Corporation
Indiana
$50.7K
CFB
702
Cullen/Frost Bankers
Texas
$49.1K
LWMI
703
Legacy Wealth Management (Idaho)
Idaho
$47.7K
CJ
704
Caitlin John
Michigan
$47.6K
AA
705
Ancora Advisors
Ohio
$44.5K
ZBNA
706
Zions Bancorporation, National Association
Utah
$40.7K
GSEP
707
Golden State Equity Partners
California
$40.1K
SEP
708
Signature Equity Partners
Ohio
$37.7K
AWM
709
Activest Wealth Management
Florida
$37.3K
VR
710
Vision Retirement
New Jersey
$35.3K
TPCW
711
TD Private Client Wealth
New York
$33.7K
CPG
712
Cornerstone Planning Group
New Jersey
$33.6K
FHC
713
First Horizon Corporation
Tennessee
$32K
BC
714
Barrett & Company
Rhode Island
$31.8K
PWA
715
Provenance Wealth Advisors
Florida
$31.8K
CNBT
716
Cornerstone National Bank & Trust
Illinois
$31.3K
GEA
717
Glen Eagle Advisors
New Jersey
$30.8K
CI
718
CX Institutional
Indiana
$29K
WCM
719
Winthrop Capital Management
Indiana
$29K
TFIPS
720
Towarzystwo Funduszy Inwestycyjnych PZU SA
$28.6K
OCWP
721
Owl Creek Wealth Partners
Colorado
$26.6K
TFM
722
TFC Financial Management
Massachusetts
$26.1K
CAL
723
Capital Advisors Ltd
Ohio
$26K
MMCM
724
Murphy & Mullick Capital Management
New York
$25K
BCWM
725
Bartlett & Co Wealth Management
Ohio
$24.4K