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