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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
BFIC
1051
Bedell Frazier Investment Counselling
California
NA
1052
Nautilus Advisors
California
TC
1053
TwinBeech Capital
New York
AWM
1054
Avaii Wealth Management
Wisconsin
SP
1055
SIH Partners
Delaware
CQWA
1056
Chokshi & Queen Wealth Advisors
California
TWA
1057
Tulsa Wealth Advisors
Oklahoma
IC
1058
IEQ Capital
California
CWA
1059
CogentBlue Wealth Advisors
Tennessee
EW
1060
Elyxium Wealth
California
RWM
1061
RMG Wealth Management
Wisconsin
FHA
1062
Flagship Harbor Advisors
Massachusetts
EDRH
1063
Edmond de Rothschild Holding
Switzerland
VWWMG
1064
Vermillion & White Wealth Management Group
Pennsylvania
BCV
1065
Banque Cantonale Vaudoise
Switzerland
CWMS
1066
CFG Wealth Management Services
Indiana
ITFISA
1067
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
BC
1068
BIT Capital
Germany
CWM
1069
Cedar Wealth Management
California
CPBTD
1070
Central Pacific Bank - Trust Division
Hawaii
MTC
1071
Matrix Trust Company
Colorado
FS
1072
Financially Speaking
Colorado
AAM
1073
Alphadyne Asset Management
New York
SVCP
1074
Silicon Valley Capital Partners
California
PJC
1075
Phillip James Consulting
Minnesota