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SoFi Technologies

915 hedge funds and large institutions have $11.7B invested in SoFi Technologies in 2026 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 393 increasing their positions, 257 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 257

34% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $2.4B

9% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 117

5% more capital invested

Capital invested by funds: $11.2B → $11.7B (+$508M)

1% less funds holding

Funds holding: 924915 (-9)

4.63% less ownership

Funds ownership: 55.33%50.69% (-4.6%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
915
Holders Change
-9
Holders Change %
-0.97%
% of All Funds
11.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
127
Increased
393
Reduced
257
Closed
117
Calls
$3.22B
Puts
$2.4B
Net Calls
+$813M
Net Calls Change
+$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
876
REAP Financial Group
Texas
$914 +$847 +50 +5,000%
GWM
877
Gilpin Wealth Management
Colorado
$897
MCA
878
McGuire Capital Advisors
Oklahoma
$896
WFA
879
West Financial Advisors
Iowa
$879
CFM
880
Cornerstone Financial Management
Massachusetts
$843 +$152 +9 +24%
DIP
881
DT Investment Partners
Pennsylvania
$807 +$762 +45 New
SVWA
882
Sarver Vrooman Wealth Advisors
Missouri
$740
MFG
883
Mizuho Financial Group
Japan
$717 +$678 +40 New
CA
884
Continuum Advisory
Idaho
$678 +$644 +38 New
CWP
885
Concord Wealth Partners
Virginia
$645 +$610 +36 New
FC
886
Financial Consulate
Maryland
$628
BFS
887
Bare Financial Services
Pennsylvania
$610 -$305 -18 -35%
EAM
888
Eukles Asset Management
Ohio
$574
1CP
889
1015 Capital Partners
Pennsylvania
$556 -$102 -6 -16%
TC
890
Truvestments Capital
Florida
$538 -$3.49K -206 -87%
DWM
891
Dogwood Wealth Management
Kansas
$520 -$169 -10 -26%
CWM
892
Cranbrook Wealth Management
Michigan
$520
AG
893
AmeriFlex Group
Nevada
$503 -$6.95K -410 -94%
SA
894
Strategic Advocates
Utah
$484
NECFA
895
New England Capital Financial Advisors
Connecticut
$467 +$441 +26 New
TCM
896
Tradewinds Capital Management
Washington
$413 -$4.49K -265 -92%
SHIM
897
Stone House Investment Management
Pennsylvania
$394 -$17 -1 -4%
CIA
898
Cape Investment Advisory
Georgia
$359 +$339 +20 New
WTC
899
WhitTier Trust Company
Nevada
$266
TCOT
900
Trust Company of Toledo
Ohio
$251

SOFI Hedge Fund Activity: Q2 2026 in Review

915 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2026, worth a combined $11.7B — up 4.5% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new SOFI positions and 117 closed out — a net gain of 10 holders — while 393 added to existing stakes and 257 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $384M. The largest seller was D.E. Shaw & Co, cutting an estimated $475M.

  • 915 institutional investors held SoFi Technologies (SOFI) as of Q2 2026, down from 924 in Q1 2026.
  • Funds reported $11.7B of SoFi Technologies stock for Q2 2026, up 4.5% quarter-over-quarter.
  • 127 funds opened new SoFi Technologies positions in Q2 2026 and 117 closed out, a net change of +10 holders.
  • The largest SoFi Technologies buyer in Q2 2026 was Goldman Sachs, an estimated $384M added.
  • The largest SoFi Technologies seller in Q2 2026 was D.E. Shaw & Co, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2026.