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SoFi Technologies

912 hedge funds and large institutions have $11.2B invested in SoFi Technologies in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 382 increasing their positions, 293 reducing their positions, and 187 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: 118 | Existing positions closed: 187

39% less capital invested

Capital invested by funds: $18.3B → $11.2B (-$7.16B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
912
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
SCM
1026
Steele Capital Management
Iowa
PGWM
1027
Parisi Gray Wealth Management
New Jersey
PPWP
1028
Premier Path Wealth Partners
New Jersey
Natixis Advisors
1029
Natixis Advisors
Massachusetts
EWA
1030
EP Wealth Advisors
California
MFS
1031
Mirabella Financial Services
United Kingdom
DZ Bank
1032
DZ Bank
Germany
FRA
1033
Frank Rimerman Advisors
California
BI
1034
Bramshill Investments
Florida
IWS
1035
Integrity Wealth Solutions
Colorado
I
1036
InceptionR
California
XF
1037
XML Financial
Maryland
TWA
1038
Trellis Wealth Advisors
California
VVP
1039
Venture Visionary Partners
Ohio
S
1040
Sunpointe
Missouri
HR
1041
Howe & Rusling
New York
ONB
1042
Old National Bancorp
Indiana
DAM
1043
DLD Asset Management
New York
RWMG
1044
Redwood Wealth Management Group
New Jersey
QWM
1045
Quadcap Wealth Management
Texas
FAL
1046
Focused Alpha LLC
Colorado
SCM
1047
SCS Capital Management
Massachusetts
FMLI
1048
Fukoku Mutual Life Insurance
Japan
CCM
1049
Corsair Capital Management
New York
SSWM
1050
Smith Salley Wealth Management
North Carolina