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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
BBHC
826
Brown Brothers Harriman & Co
New York
$4.18K
PWMG
827
Prestige Wealth Management Group
New Jersey
$4.13K
SJIM
828
St. Johns Investment Management
Florida
$4.08K
RC
829
Rexford Capital
Texas
$4.07K
CAL
830
Capital Analysts LLC
Pennsylvania
$4K
FMTCOCP
831
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
POIA
832
Pin Oak Investment Advisors
Texas
$4K
MCM
833
MV Capital Management
Maryland
$3.99K
B
834
Bayban
Minnesota
$3.97K
FMII
835
Farmers & Merchants Investments Inc
Nebraska
$3.97K
FDW
836
Fourth Dimension Wealth
Ohio
$3.97K
MAM
837
Meeder Asset Management
Ohio
$3.88K
CT
838
Clearstead Trust
Maine
$3.86K
SFCL
839
Strengthening Families & Communities LLC
Massachusetts
$3.76K
TC
840
Truvestments Capital
Florida
$3.75K
AFC
841
Ares Financial Consulting
California
$3.69K
WETS
842
Wealth Enhancement Trust Services
South Dakota
$3.62K
CH
843
Cromwell Holdings
Wyoming
$3.54K
BWM
844
Bernard Wealth Management
Michigan
$3.18K
CA
845
Crewe Advisors
Utah
$3.18K
EI
846
EFG International
$3.18K
NWMP
847
Noble Wealth Management PBC
Colorado
$3.18K
EWP
848
Elevation Wealth Partners
California
$3.18K
RWS
849
Retirement Wealth Solutions
Wisconsin
$3.16K
AP
850
Atwood & Palmer
Missouri
$3.13K