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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
OWA
1001
Opal Wealth Advisors
New York
-$23.8K -1,500 Closed
SRCM
1002
Signature Resources Capital Management
California
-$21.3K -1,341 Closed
SIS
1003
Strategic Investment Solutions
Illinois
-$19.7K -1,242 Closed
T
1004
TOBAM
France
-$20K -1,237 Closed
SA
1005
Scarborough Advisors
Maryland
-$13.2K -829 Closed
AF
1006
Aviso Financial
Ontario, Canada
-$12.7K -800 Closed
SR
1007
Swiss Re
Switzerland
-$12.7K -800 Closed
DI
1008
DAGCO Inc
Ohio
-$10.8K -681 Closed
HDIM
1009
Hanson & Doremus Investment Management
Vermont
-$10K -600 Closed
BWM
1010
Benson Wealth Management
Tennessee
-$8.3K -523 Closed
SIS
1011
Sound Income Strategies
Florida
-$6.25K -400 Closed
GA
1012
GoalVest Advisory
New York
-$5.4K -340 Closed
HWM
1013
HighMark Wealth Management
Minnesota
-$5.08K -320 Closed
CW
1014
Curio Wealth
Maryland
-$4.45K -280 Closed
PWMG
1015
Prestige Wealth Management Group
New Jersey
-$4.13K -260 Closed
FMII
1016
Farmers & Merchants Investments Inc
Nebraska
-$3.97K -250 Closed
AFC
1017
Ares Financial Consulting
California
-$3.69K -236 Closed
TPWA
1018
Twin Peaks Wealth Advisors
California
-$3.06K -193 Closed
IWS
1019
Intentional Wealth Strategies
Colorado
-$2.87K -181 Closed
GWSA
1020
Global Wealth Strategies & Associates
Colorado
-$2.52K -159 Closed
CAM
1021
Clarity Asset Management
Iowa
-$2.38K -150 Closed
CCM
1022
Chilton Capital Management
Texas
-$2.11K -133 Closed
MWM
1023
Mosley Wealth Management
California
-$2.69K -102 Closed
GCS
1024
Gordian Capital (Singapore)
Singapore
-$151 -100 Closed
SGK
1025
Steigerwald Gordon & Koch
Virginia
-$1.59K -100 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.