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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
CPBTD
1076
Central Pacific Bank - Trust Division
Hawaii
MTC
1077
Matrix Trust Company
Colorado
FS
1078
Financially Speaking
Colorado
AAM
1079
Alphadyne Asset Management
New York
SVCP
1080
Silicon Valley Capital Partners
California
PJC
1081
Phillip James Consulting
Minnesota
CTA
1082
Colonial Trust Advisors
South Carolina
AAG
1083
Armstrong Advisory Group
Massachusetts
BCM
1084
Berbice Capital Management
New York
WB
1085
Webster Bank
Connecticut
PAI
1086
Pittenger & Anderson Inc
Nebraska
QL
1087
Quarry LP
New York
AWA
1088
Acumen Wealth Advisors
Tennessee
MWA
1089
Miller Wealth Advisors
Colorado
EWA
1090
EQ Wealth Advisors
Texas
WW
1091
Winnow Wealth
Texas
GWM
1092
Greenline Wealth Management
Florida
GAFA
1093
Garton & Associates Financial Advisors
Kentucky
VNA
1094
Valley National Advisers
Pennsylvania
TCM
1095
TD Capital Management
Tennessee
CT
1096
Colonial Trust
South Carolina
OC
1097
Optima Capital
Oregon
CWP
1098
Concord Wealth Partners
Virginia
HNW
1099
High Note Wealth
Minnesota
BIM
1100
Breakwater Investment Management
Washington