We are live on ! Find out more
SOFI icon

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