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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
PG
976
Prostatis Group
Maryland
-$197K -12,386 Closed
MGP
977
Metis Global Partners
California
-$195K -12,264 Closed
NC
978
nVerses Capital
Florida
-$189K -11,931 Closed
ECM
979
Evergreen Capital Management
Washington
-$179K -11,281 Closed
TCM
980
Traynor Capital Management
Pennsylvania
-$161K -10,636 Closed
FFN
981
Focus Financial Network
Minnesota
-$169K -10,635 Closed
PIA
982
Panoramic Investment Advisors
Colorado
-$166K -10,450 Closed
ZIG
983
Zullo Investment Group
Pennsylvania
-$164K -10,324 Closed
KFSC
984
Keystone Financial Services (Colorado)
Colorado
-$162K -10,176 Closed
ASC
985
Ares Systematic Credit
-$154K -10,156 Closed
VA
986
VestGen Advisors
Illinois
-$161K -10,151 Closed
CCC
987
Compass Capital Corp
Massachusetts
-$161K -10,000 Closed
QCG
988
Quadrant Capital Group
Ohio
-$139K -8,766 Closed
RDWM
989
Red Door Wealth Management
Tennessee
-$136K -8,550 Closed
KAS
990
Kemnay Advisory Services
New York
-$116K -7,301 Closed
VC
991
Vestor Capital
Illinois
-$104K -6,532 Closed
TIM
992
Tortoise Investment Management
New York
-$87.8K -5,527 Closed
BBPWM
993
Blue Bell Private Wealth Management
Pennsylvania
-$79K -4,976 Closed
AGA
994
Arkos Global Advisors
Texas
-$76K -4,800 Closed
EWM
995
Evolution Wealth Management
Florida
-$67.3K -4,240 Closed
IAAG
996
Innovative Asset Advisors Group
Connecticut
-$58K -3,650 Closed
BWA
997
Basecamp Wealth Advisors
Washington
-$53.2K -3,348 Closed
LWMI
998
Legacy Wealth Management (Idaho)
Idaho
-$47.7K -3,002 Closed
GSEP
999
Golden State Equity Partners
California
-$40.1K -2,523 Closed
ACM
1000
Aster Capital Management
United Arab Emirates
-$24.1K -2,068 Closed

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.