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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
RWA
1026
Rooted Wealth Advisors
Illinois
SEA
1027
Stegent Equity Advisors
Texas
WI
1028
WBI Investments
New Jersey
IAS
1029
Insigneo Advisory Services
Florida
OCA
1030
OpenArc Corporate Advisory
Georgia
MIH
1031
Meitav Investment House
Israel
SCM
1032
Steele Capital Management
Iowa
PGWM
1033
Parisi Gray Wealth Management
New Jersey
PPWP
1034
Premier Path Wealth Partners
New Jersey
Natixis Advisors
1035
Natixis Advisors
Massachusetts
EWA
1036
EP Wealth Advisors
California
MFS
1037
Mirabella Financial Services
United Kingdom
DZ Bank
1038
DZ Bank
Germany
FRA
1039
Frank Rimerman Advisors
California
BI
1040
Bramshill Investments
Florida
IWS
1041
Integrity Wealth Solutions
Colorado
I
1042
InceptionR
California
XF
1043
XML Financial
Maryland
TWA
1044
Trellis Wealth Advisors
California
VVP
1045
Venture Visionary Partners
Ohio
S
1046
Sunpointe
Missouri
HR
1047
Howe & Rusling
New York
ONB
1048
Old National Bancorp
Indiana
DAM
1049
DLD Asset Management
New York
RWMG
1050
Redwood Wealth Management Group
New Jersey