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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
AA
876
Addison Advisors
Vermont
$1.11K
CMP
877
Coston McIsaac & Partners
Maine
$1K
RBC
878
Roble Belko & Company
Pennsylvania
$1K
Pacer Advisors
879
Pacer Advisors
Pennsylvania
$1K
RWM
880
Rialto Wealth Management
New York
$842
IRC
881
Investors Research Corp
Georgia
$842
BFS
882
Bare Financial Services
Pennsylvania
$826
HIA
883
HFM Investment Advisors
New Jersey
$810
PWA
884
Physician Wealth Advisors
Utah
$810
MCA
885
McGuire Capital Advisors
Oklahoma
$794
GWM
886
Gilpin Wealth Management
Colorado
$794
AEPWM
887
Atlantic Edge Private Wealth Management
Florida
$794
WFA
888
West Financial Advisors
Iowa
$779
JFA
889
JNBA Financial Advisors
Minnesota
$731
SVWA
890
Sarver Vrooman Wealth Advisors
Missouri
$635
DWM
891
Dogwood Wealth Management
Kansas
$619
DCM
892
Davis Capital Management
Florida
$619
CFM
893
Cornerstone Financial Management
Massachusetts
$603
1CP
894
1015 Capital Partners
Pennsylvania
$588
FC
895
Financial Consulate
Maryland
$556
EAM
896
Eukles Asset Management
Ohio
$508
MCM
897
Manchester Capital Management
Vermont
$461
CWM
898
Cranbrook Wealth Management
Michigan
$461
VWM
899
Vermillion Wealth Management
Minnesota
$445
SA
900
Strategic Advocates
Utah
$429