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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
HWP
851
Highline Wealth Partners
California
$3.02K
IWS
852
Intentional Wealth Strategies
Colorado
$2.87K
DPW
853
DiNuzzo Private Wealth
Pennsylvania
$2.72K
MWM
854
Mosley Wealth Management
California
$2.69K
GWSA
855
Global Wealth Strategies & Associates
Colorado
$2.52K
IAS
856
IMA Advisory Services
Colorado
$2.44K
CAM
857
Clarity Asset Management
Iowa
$2.38K
RDFA
858
Ritter Daniher Financial Advisory
Ohio
$2.35K
BGAI
859
Bruce G. Allen Investments
Colorado
$2.19K
CCM
860
Chilton Capital Management
Texas
$2.11K
SN
861
Sittner & Nelson
Oregon
$2.11K
ACM
862
Accent Capital Management
Ohio
$2.08K
HFS
863
Hughes Financial Services
Virginia
$1.78K
ACM
864
Anfield Capital Management
California
$1.73K
FA
865
Financial Avengers
California
$1.59K
1IA
866
1620 Investment Advisors
Massachusetts
$1.59K
HFS
867
Horizon Financial Services
North Carolina
$1.59K
PIS
868
POM Investment Strategies
North Carolina
$1.59K
SGK
869
Steigerwald Gordon & Koch
Virginia
$1.59K
BHWM
870
Bay Harbor Wealth Management
Maryland
$1.33K
MAS
871
MPWM Advisory Solutions
Georgia
$1.27K
PWMG
872
Private Wealth Management Group
New Jersey
$1.25K
MWA
873
Merkkuri Wealth Advisors
New York
$1.19K
LI
874
LRI Investments
Florida
$1.16K
IPS
875
Investors Portfolio Services
Washington
$1.12K