We are live on ! Find out more
SOFI icon

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
QWM
1051
Quadcap Wealth Management
Texas
FAL
1052
Focused Alpha LLC
Colorado
SCM
1053
SCS Capital Management
Massachusetts
FMLI
1054
Fukoku Mutual Life Insurance
Japan
CCM
1055
Corsair Capital Management
New York
SSWM
1056
Smith Salley Wealth Management
North Carolina
BFIC
1057
Bedell Frazier Investment Counselling
California
NA
1058
Nautilus Advisors
California
TC
1059
TwinBeech Capital
New York
AWM
1060
Avaii Wealth Management
Wisconsin
SP
1061
SIH Partners
Delaware
CQWA
1062
Chokshi & Queen Wealth Advisors
California
TWA
1063
Tulsa Wealth Advisors
Oklahoma
IC
1064
IEQ Capital
California
CWA
1065
CogentBlue Wealth Advisors
Tennessee
EW
1066
Elyxium Wealth
California
RWM
1067
RMG Wealth Management
Wisconsin
FHA
1068
Flagship Harbor Advisors
Massachusetts
EDRH
1069
Edmond de Rothschild Holding
Switzerland
VWWMG
1070
Vermillion & White Wealth Management Group
Pennsylvania
BCV
1071
Banque Cantonale Vaudoise
Switzerland
CWMS
1072
CFG Wealth Management Services
Indiana
ITFISA
1073
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
BC
1074
BIT Capital
Germany
CWM
1075
Cedar Wealth Management
California