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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

30% more repeat investments, than reductions

Existing positions increased: 385 | Existing positions reduced: 297

30% more call options, than puts

Call options by funds: $3.18B | Put options by funds: $2.45B

2.85% less ownership

Funds ownership: 58.12%55.27% (-2.9%)

8% less funds holding

Funds holding: 1,003919 (-84)

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
-84
Holders Change %
-8.37%
% of All Funds
11.32%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.12%
New
117
Increased
385
Reduced
297
Closed
185
Calls
$3.18B
Puts
$2.45B
Net Calls
+$726M
Net Calls Change
+$338M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$5.68M +$7.54M +357,921 New
MML Investors Services
152
MML Investors Services
Massachusetts
$5.68M -$1.79M -85,027 -19%
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.61M -$247K -11,723 -3%
NA
154
NewEdge Advisors
Louisiana
$5.6M +$1.68M +79,819 +25%
Nomura Holdings
155
Nomura Holdings
Japan
$5.53M +$6.91M +327,782 +1,607%
ASRS
156
Arizona State Retirement System
Arizona
$5.45M +$306K +14,522 +4%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$5.43M +$6.2M +293,951 +612%
PAG
158
Private Advisor Group
New Jersey
$5.41M +$1.01M +47,887 +16%
AHC
159
Anderson Hoagland & Co
Missouri
$5.33M
ZIM
160
Zacks Investment Management
Illinois
$5.27M +$210K +9,957 +3%
FA
161
Fiduciary Alliance
South Carolina
$5.22M +$1.43M +67,844 +32%
SM
162
Sciencast Management
New Jersey
$5.14M +$6.82M +323,375 New
American Century Companies
163
American Century Companies
Missouri
$5.05M -$357K -16,922 -5%
DnB Asset Management
164
DnB Asset Management
Norway
$4.92M -$2.92M -138,379 -31%
LGF
165
LGT Group Foundation
Liechtenstein
$4.89M +$6.49M +308,100 New
Cerity Partners
166
Cerity Partners
New York
$4.8M -$768K -36,420 -11%
Creative Planning
167
Creative Planning
Kansas
$4.68M +$1.54M +72,845 +33%
VCM
168
Voleon Capital Management
California
$4.44M -$6.94M -329,146 -54%
WIA
169
Westbourne Investment Advisors
Maryland
$4.44M +$460K +21,846 +8%
PI
170
Parkside Investments
Illinois
$4.43M +$411K +19,475 +8%
ACM
171
AlphaStar Capital Management
North Carolina
$4.42M +$4.83M +229,163 +464%
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.35M -$116K -5,514 -2%
CPIM
173
Cypress Point Investment Management
California
$4.34M +$4.23M +200,548 +276%
ACM
174
Alpha Capital Management
Texas
$4.33M -$1.1M -52,156 -16%
Vontobel Holding
175
Vontobel Holding
Switzerland
$4.31M +$4.12M +195,322 +257%