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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
VT
1001
Volterra Technologies
New York
FGP
1002
Freestone Grove Partners
California
BLC
1003
Blue Line Capital
Illinois
UCMOK
1004
United Capital Management of KS
Kansas
LIP
1005
Lighthouse Investment Partners
Florida
HCMT
1006
Highland Capital Management (Tennessee)
Tennessee
CFG
1007
Cooper Financial Group
California
HGA
1008
Hobbs Group Advisors
South Carolina
SMC
1009
Smith, Moore & Co
Missouri
SC
1010
Scotia Capital
Ontario, Canada
GCM
1011
Graham Capital Management
Connecticut
MB
1012
MidFirst Bank
Oklahoma
PFW
1013
Petros Family Wealth
Minnesota
WFAG
1014
Worth Financial Advisory Group
North Carolina
DJYG
1015
David J. Yvars Group
Florida
PWP
1016
Pursue Wealth Partners
California
Envestnet Portfolio Solutions
1017
Envestnet Portfolio Solutions
Illinois
Brown Advisory
1018
Brown Advisory
Maryland
SW
1019
SteelPeak Wealth
California
NW
1020
NewEdge Wealth
Pennsylvania
MPWS
1021
McCarter Private Wealth Services
Massachusetts
HH
1022
Hilltop Holdings
Texas
TVM
1023
True Vision MN
Minnesota
PWP
1024
Prasad Wealth Partners
Ohio
RWA
1025
Rooted Wealth Advisors
Illinois