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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
BCWM
726
Bartlett & Co Wealth Management
Ohio
$24.4K
ACM
727
Aster Capital Management
United Arab Emirates
$24.1K
BCM
728
Blume Capital Management
California
$23.8K
OWA
729
Opal Wealth Advisors
New York
$23.8K
BTI
730
Blue Trust Inc
Georgia
$23.6K
VSQM
731
V-Square Quantitative Management
Illinois
$23.1K
BL
732
BFSG LLC
California
$22.9K
WT
733
Whittier Trust
California
$22.8K
AAM
734
Advisors Asset Management
Colorado
$22.6K
QWM
735
Quaker Wealth Management
New Jersey
$22.6K
HC
736
Hurley Capital
New York
$22.2K
Bessemer Group
737
Bessemer Group
New Jersey
$22K
PFBT
738
Parkside Financial Bank & Trust
Missouri
$21.7K
SRCM
739
Signature Resources Capital Management
California
$21.3K
MPWT
740
MassMutual Private Wealth & Trust
Connecticut
$21K
MA
741
MCF Advisors
Kentucky
$20.7K
ACA
742
American Capital Advisory
Idaho
$20.5K
T
743
TOBAM
France
$20K
APW
744
Aventura Private Wealth
Florida
$20K
TWD
745
True Wealth Design
Ohio
$19.9K
SIS
746
Strategic Investment Solutions
Illinois
$19.7K
RBI
747
Raiffeisen Bank International
Austria
$19.3K
GSWM
748
Golden State Wealth Management
California
$19.1K
HBW
749
Hazlett, Burt & Watson
West Virginia
$19K
SIC
750
SJS Investment Consulting
Ohio
$18.9K