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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$17.2M +$4.19M +247,159 +35%
Osaic Holdings
77
Osaic Holdings
Arizona
$16.7M +$4.09M +241,178 +35%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$16.7M -$3.5M -206,706 -18%
SS
79
SBI Securities
Japan
$16.6M -$3.49M -206,169 -18%
BWFA
80
Baltimore-Washington Financial Advisors
Maryland
$16.1M +$364K +21,466 +2%
SSA
81
Sierra Summit Advisors
Nevada
$16.1M +$15.2M +895,254 New
Aviva
82
Aviva
United Kingdom
$15.8M +$341K +20,145 +2%
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$15.7M -$1.56M -92,089 -9%
Raymond James Financial
84
Raymond James Financial
Florida
$15.7M +$1.89M +111,493 +15%
DnB Asset Management
85
DnB Asset Management
Norway
$15.6M +$9.46M +558,222 +180%
Korea Investment Corp
86
Korea Investment Corp
South Korea
$14.8M -$365K -21,562 -3%
TAF
87
Tredje AP-fonden
Sweden
$14.7M +$6.39M +377,348 +85%
LC
88
Longitude (Cayman)
Cayman Islands
$14.5M +$2.75M +162,500 +25%
PLFS
89
Provident Living Financial Services
Utah
$14.4M +$1.1M +65,143 +8%
ACM
90
AlphaStar Capital Management
North Carolina
$14.3M +$8.78M +518,167 +186%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$12.5M -$9.42M -555,764 -44%
AAP
92
Arax Advisory Partners
Colorado
$12.4M +$11.4M +672,906 +3,290%
MC
93
Moors & Cabot
Massachusetts
$12.1M -$138K -8,116 -1%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$11.9M -$1.97M -116,461 -15%
Vanguard Investments Australia
95
Vanguard Investments Australia
Australia
$11.4M +$164K +9,696 +2%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$11.2M +$832K +49,100 +9%
BJL
97
Brighton Jones LLC
Washington
$11.2M -$214K -12,654 -2%
Vanguard Global Advisers
98
Vanguard Global Advisers
Pennsylvania
$11.1M -$127K -7,481 -1%
SG Americas Securities
99
SG Americas Securities
New York
$11M -$5.49M -323,767 -34%
LGF
100
LGT Group Foundation
Liechtenstein
$10.9M +$5.06M +298,550 +97%

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.