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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
AG
801
AmeriFlex Group
Nevada
$6.96K
S
802
Sachetta
Massachusetts
$6.69K
JWM
803
JPL Wealth Management
Colorado
$6.61K
DF
804
Dunhill Financial
United Kingdom
$6.4K
HNB
805
Hilltop National Bank
Wyoming
$6.35K
ATC
806
Adirondack Trust Company
New York
$6.35K
CTC
807
Central Trust Company
Missouri
$6.35K
VFM
808
Vision Financial Markets
Connecticut
$6.35K
BSB
809
Bangor Savings Bank
Maine
$6.35K
MG
810
Mather Group
Illinois
$6.35K
SIS
811
Sound Income Strategies
Florida
$6.25K
RIL
812
Rothschild Investment LLC
Illinois
$6.05K
SWP
813
Strategic Wealth Partners
Ohio
$6.05K
GIA
814
GHP Investment Advisors
Colorado
$6.04K
RF
815
Rossby Financial
Florida
$5.6K
MSG
816
Main Street Group
Virginia
$5.53K
TFA
817
Transamerica Financial Advisors
Florida
$5.46K
GA
818
GoalVest Advisory
New York
$5.4K
MWA
819
Medallion Wealth Advisors
Connecticut
$5.38K
TM
820
Torren Management
California
$5.3K
RTL
821
Red Tortoise LLC
Georgia
$5.21K
HWM
822
HighMark Wealth Management
Minnesota
$5.08K
HFS
823
Hantz Financial Services
Michigan
$5K
TCM
824
Tradewinds Capital Management
Washington
$4.57K
CW
825
Curio Wealth
Maryland
$4.45K