We are live on ! Find out more
SOFI icon

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
CFO
751
CVA Family Office
Colorado
$18.3K
TSMHT
752
Thurston Springer Miller Herd & Titak
Indiana
$17.7K
BCM
753
Boreal Capital Management
Florida
$17.5K
FFO
754
Fortitude Family Office
Arizona
$16.5K
GPFA
755
Game Plan Financial Advisors
Ohio
$16.3K
SWM
756
SHP Wealth Management
Massachusetts
$16.1K
HIW
757
Holos Integrated Wealth
Pennsylvania
$16.1K
BIA
758
Bell Investment Advisors
California
$16K
BONH
759
Bank of New Hampshire
New Hampshire
$15.9K
CFD
760
Creative Financial Designs
Indiana
$15.9K
CFP
761
Comprehensive Financial Planning
Pennsylvania
$15.9K
SS
762
Sunbelt Securities
Texas
$15.9K
WA
763
WPG Advisers
Maryland
$15.3K
VWM
764
Valley Wealth Managers
New Jersey
$15.3K
O
765
Ossiam
France
$15.1K
EC
766
Elequin Capital
New York
$15.1K
CSPIA
767
Cary Street Partners Investment Advisory
Virginia
$14.9K
CFFP
768
Center for Financial Planning
Michigan
$14.7K
SWIM
769
Smallwood Wealth Investment Management
New Jersey
$14.4K
AP
770
Aspect Partners
Virginia
$13.5K
SA
771
Scarborough Advisors
Maryland
$13.2K
AF
772
Aviso Financial
Ontario, Canada
$12.7K
SR
773
Swiss Re
Switzerland
$12.7K
SL
774
Salomon & Ludwin
Virginia
$12.7K
GBT
775
Grove Bank & Trust
Florida
$12.7K