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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
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$4.3M
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$4.29M
DADC
178
D.A. Davidson & Co
Montana
$4.25M
Canada Pension Plan Investment Board
179
Canada Pension Plan Investment Board
Ontario, Canada
$4.23M
Walleye Capital
180
Walleye Capital
New York
$4.09M
Focus Partners Wealth
181
Focus Partners Wealth
Massachusetts
$4.08M
Federated Hermes
182
Federated Hermes
Pennsylvania
$4.02M
WDL
183
Well Done LLC
Michigan
$4M
MASUI
184
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.98M
CIG
185
Consolidated Investment Group
Colorado
$3.95M
AAF
186
Andra AP-fonden
Sweden
$3.92M
TD Asset Management
187
TD Asset Management
Ontario, Canada
$3.92M
SAM
188
SEB Asset Management
$3.91M
II
189
IFM Investors
Australia
$3.91M
CCIA
190
Campbell & Co Investment Adviser
Maryland
$3.89M
Cambridge Investment Research Advisors
191
Cambridge Investment Research Advisors
Iowa
$3.86M
SA
192
Sanctuary Advisors
Indiana
$3.8M
Ensign Peak Advisors
193
Ensign Peak Advisors
Utah
$3.74M
OAM
194
OP Asset Management
$3.61M
Mariner
195
Mariner
Kansas
$3.61M
Bank Julius Baer & Co
196
Bank Julius Baer & Co
Switzerland
$3.54M
SWP
197
Stratos Wealth Partners
Ohio
$3.42M
KAS
198
Kestra Advisory Services
Texas
$3.39M
TFA
199
Teamwork Financial Advisors
Texas
$3.38M
PAM
200
Pegasus Asset Management
New York
$3.38M