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