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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
PWMG
826
Prestige Wealth Management Group
New Jersey
$4.13K
SJIM
827
St. Johns Investment Management
Florida
$4.08K
RC
828
Rexford Capital
Texas
$4.07K
CAL
829
Capital Analysts LLC
Pennsylvania
$4K
FMTCOCP
830
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4K
POIA
831
Pin Oak Investment Advisors
Texas
$4K
MCM
832
MV Capital Management
Maryland
$3.99K
B
833
Bayban
Minnesota
$3.97K
FMII
834
Farmers & Merchants Investments Inc
Nebraska
$3.97K
FDW
835
Fourth Dimension Wealth
Ohio
$3.97K
MAM
836
Meeder Asset Management
Ohio
$3.88K
CT
837
Clearstead Trust
Maine
$3.86K
SFCL
838
Strengthening Families & Communities LLC
Massachusetts
$3.76K
TC
839
Truvestments Capital
Florida
$3.75K
AFC
840
Ares Financial Consulting
California
$3.69K
WETS
841
Wealth Enhancement Trust Services
South Dakota
$3.62K
CH
842
Cromwell Holdings
Wyoming
$3.54K
BWM
843
Bernard Wealth Management
Michigan
$3.18K
CA
844
Crewe Advisors
Utah
$3.18K
EI
845
EFG International
$3.18K
NWMP
846
Noble Wealth Management PBC
Colorado
$3.18K
EWP
847
Elevation Wealth Partners
California
$3.18K
RWS
848
Retirement Wealth Solutions
Wisconsin
$3.16K
AP
849
Atwood & Palmer
Missouri
$3.13K
TPWA
850
Twin Peaks Wealth Advisors
California
$3.06K