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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
SIC
776
Salem Investment Counselors
North Carolina
$12.4K
FP
777
Financial Perspectives
Minnesota
$12.3K
APW
778
Atlantic Private Wealth
North Carolina
$11.9K
KFI
779
Key Financial Inc
Pennsylvania
$11.9K
FCAS
780
First Command Advisory Services
Texas
$11.9K
GGI
781
Godsey & Gibb Inc
Virginia
$11.1K
NSIM
782
North Star Investment Management
Illinois
$11K
DI
783
DAGCO Inc
Ohio
$10.8K
KFAS
784
Keating Financial Advisory Services
Kansas
$10.6K
VCM
785
Versant Capital Management
Arizona
$10.1K
ECM
786
Estabrook Capital Management
New York
$10K
HDIM
787
Hanson & Doremus Investment Management
Vermont
$10K
HPC
788
HM Payson & Co
Maine
$9.93K
GWP
789
Gen-Wealth Partners
Michigan
$9.53K
IWP
790
IAG Wealth Partners
Wisconsin
$8.64K
JWA
791
JFS Wealth Advisors
Pennsylvania
$8.38K
BWM
792
Benson Wealth Management
Tennessee
$8.3K
C
793
Covestor
United Kingdom
$8K
CB
794
CNB Bank
Pennsylvania
$7.94K
ECA
795
Elevated Capital Advisors
Utah
$7.94K
SIM
796
Synergy Investment Management
Florida
$7.94K
AIM
797
Anchor Investment Management
South Carolina
$7.27K
OWP
798
ORG Wealth Partners
Texas
$7.18K
TFGT
799
TS Financial Group (TSFG)
Illinois
$7K
AG
800
AmeriFlex Group
Nevada
$6.96K