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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
Capital Fund Management (CFM)
151
Capital Fund Management (CFM)
France
$5.68M
MML Investors Services
152
MML Investors Services
Massachusetts
$5.68M
Ohio Public Employees Retirement System (OPERS)
153
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.61M
NA
154
NewEdge Advisors
Louisiana
$5.6M
Nomura Holdings
155
Nomura Holdings
Japan
$5.53M
ASRS
156
Arizona State Retirement System
Arizona
$5.45M
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$5.43M
PAG
158
Private Advisor Group
New Jersey
$5.41M
AHC
159
Anderson Hoagland & Co
Missouri
$5.33M
ZIM
160
Zacks Investment Management
Illinois
$5.27M
FA
161
Fiduciary Alliance
South Carolina
$5.22M
SM
162
Sciencast Management
New Jersey
$5.14M
American Century Companies
163
American Century Companies
Missouri
$5.05M
DnB Asset Management
164
DnB Asset Management
Norway
$4.92M
LGF
165
LGT Group Foundation
Liechtenstein
$4.89M
Cerity Partners
166
Cerity Partners
New York
$4.8M
Creative Planning
167
Creative Planning
Kansas
$4.68M
VCM
168
Voleon Capital Management
California
$4.44M
WIA
169
Westbourne Investment Advisors
Maryland
$4.44M
PI
170
Parkside Investments
Illinois
$4.43M
ACM
171
AlphaStar Capital Management
North Carolina
$4.42M
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.35M
CPIM
173
Cypress Point Investment Management
California
$4.34M
ACM
174
Alpha Capital Management
Texas
$4.33M
Vontobel Holding
175
Vontobel Holding
Switzerland
$4.31M