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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
LP
976
Longaeva Partners
Illinois
ZI
977
ZEGA Investments
Florida
MFS
978
Monetta Financial Services
Illinois
TCM
979
Twin Capital Management
Pennsylvania
9C
980
9823 Capital
Texas
RIA
981
Realta Investment Advisors
Delaware
Thrivent Financial for Lutherans
982
Thrivent Financial for Lutherans
Minnesota
FFM
983
Forum Financial Management
Illinois
SP
984
Sherman Porfolios
Idaho
CFG
985
Citizens Financial Group
Rhode Island
JAM
986
Jupiter Asset Management
United Kingdom
SB
987
SIG Brokerage
New York
EMFAT
988
Emerald Mutual Fund Advisers Trust
Pennsylvania
JF
989
Joule Financial
Kentucky
EWA
990
Emergent Wealth Advisors
New York
GCP
991
Guardian Capital (Pennsylvania)
Pennsylvania
Balyasny Asset Management
992
Balyasny Asset Management
Illinois
AGM
993
Alpine Global Management
New York
IGAM
994
iA Global Asset Management
Quebec, Canada
PCM
995
Pointe Capital Management
Michigan
SSA
996
Shepherd Street Advisors
California
WMA
997
West Michigan Advisors
Michigan
PFPG
998
Pinnacle Financial Partners (Georgia)
Georgia
AWM
999
Adams Wealth Management
Utah
CI
1000
CacheTech Inc
Utah