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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
IPS
876
Investors Portfolio Services
Washington
$1.12K
AA
877
Addison Advisors
Vermont
$1.11K
CMP
878
Coston McIsaac & Partners
Maine
$1K
RBC
879
Roble Belko & Company
Pennsylvania
$1K
Pacer Advisors
880
Pacer Advisors
Pennsylvania
$1K
RWM
881
Rialto Wealth Management
New York
$842
IRC
882
Investors Research Corp
Georgia
$842
BFS
883
Bare Financial Services
Pennsylvania
$826
HIA
884
HFM Investment Advisors
New Jersey
$810
PWA
885
Physician Wealth Advisors
Utah
$810
MCA
886
McGuire Capital Advisors
Oklahoma
$794
GWM
887
Gilpin Wealth Management
Colorado
$794
AEPWM
888
Atlantic Edge Private Wealth Management
Florida
$794
WFA
889
West Financial Advisors
Iowa
$779
JFA
890
JNBA Financial Advisors
Minnesota
$731
SVWA
891
Sarver Vrooman Wealth Advisors
Missouri
$635
DWM
892
Dogwood Wealth Management
Kansas
$619
DCM
893
Davis Capital Management
Florida
$619
CFM
894
Cornerstone Financial Management
Massachusetts
$603
1CP
895
1015 Capital Partners
Pennsylvania
$588
FC
896
Financial Consulate
Maryland
$556
EAM
897
Eukles Asset Management
Ohio
$508
MCM
898
Manchester Capital Management
Vermont
$461
CWM
899
Cranbrook Wealth Management
Michigan
$461
VWM
900
Vermillion Wealth Management
Minnesota
$445