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SoFi Technologies

915 hedge funds and large institutions have $11.7B invested in SoFi Technologies in 2026 Q2 according to their latest regulatory filings, with 127 funds opening new positions, 393 increasing their positions, 257 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 257

34% more call options, than puts

Call options by funds: $3.22B | Put options by funds: $2.4B

9% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 117

5% more capital invested

Capital invested by funds: $11.2B → $11.7B (+$508M)

1% less funds holding

Funds holding: 924915 (-9)

4.63% less ownership

Funds ownership: 55.33%50.69% (-4.6%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
915
Holders Change
-9
Holders Change %
-0.97%
% of All Funds
11.05%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.11%
New
127
Increased
393
Reduced
257
Closed
117
Calls
$3.22B
Puts
$2.4B
Net Calls
+$813M
Net Calls Change
+$87.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
176
Parkside Investments
Illinois
$4.81M -$177K -10,470 -4%
Wealth Enhancement Advisory Services
177
Wealth Enhancement Advisory Services
Minnesota
$4.77M -$285K -16,845 -6%
Group One Trading
178
Group One Trading
Illinois
$4.68M -$16.9M -997,008 -79%
GIA
179
Gateway Investment Advisers
Ohio
$4.66M +$1.53M +90,050 +53%
SA
180
Sanctuary Advisors
Indiana
$4.58M +$269K +15,860 +7%
SAM
181
SEB Asset Management
$4.56M +$140K +8,287 +3%
SWCM
182
Sullivan Wood Capital Management
District of Columbia
$4.49M +$657K +38,750 +18%
TFA
183
Teamwork Financial Advisors
Texas
$4.47M +$622K +36,693 +17%
TD Asset Management
184
TD Asset Management
Ontario, Canada
$4.47M +$46.8K +2,765 +1%
CIG
185
Consolidated Investment Group
Colorado
$4.46M
SCS
186
Sound Capital Solutions
Florida
$4.45M +$4.2M +248,140 New
OC
187
Oppenheimer & Co
New York
$4.43M +$1.48M +87,403 +55%
OSNBOA
188
Old Second National Bank of Aurora
Illinois
$4.32M +$1.14M +67,421 +39%
Wealthfront Advisers
189
Wealthfront Advisers
California
$4.24M +$884K +52,189 +28%
Envestnet Asset Management
190
Envestnet Asset Management
Illinois
$4.22M +$1.09M +64,378 +38%
PAM
191
Pegasus Asset Management
New York
$4.11M +$279K +16,497 +8%
ACM
192
Alpha Capital Management
Texas
$4.04M -$795K -46,935 -17%
RA
193
RFG Advisory
Alabama
$4.03M +$493K +29,103 +15%
VanEck Associates
194
VanEck Associates
New York
$4.02M +$479K +28,277 +14%
KAS
195
Kestra Advisory Services
Texas
$3.94M +$105K +6,201 +3%
Truist Financial
196
Truist Financial
North Carolina
$3.92M +$2.39M +141,337 +183%
WANY
197
Wealthspire Advisors (New York)
New York
$3.91M +$3.7M +218,172 New
SPIA
198
Steward Partners Investment Advisory
New York
$3.79M +$3.03M +178,838 +550%
Ensign Peak Advisors
199
Ensign Peak Advisors
Utah
$3.64M -$548K -32,334 -14%
Toronto Dominion Bank
200
Toronto Dominion Bank
Ontario, Canada
$3.62M -$33.8M -1,992,277 -91%

SOFI Hedge Fund Activity: Q2 2026 in Review

915 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in SoFi Technologies (SOFI) for Q2 2026, worth a combined $11.7B — up 4.5% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new SOFI positions and 117 closed out — a net gain of 10 holders — while 393 added to existing stakes and 257 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $384M. The largest seller was D.E. Shaw & Co, cutting an estimated $475M.

  • 915 institutional investors held SoFi Technologies (SOFI) as of Q2 2026, down from 924 in Q1 2026.
  • Funds reported $11.7B of SoFi Technologies stock for Q2 2026, up 4.5% quarter-over-quarter.
  • 127 funds opened new SoFi Technologies positions in Q2 2026 and 117 closed out, a net change of +10 holders.
  • The largest SoFi Technologies buyer in Q2 2026 was Goldman Sachs, an estimated $384M added.
  • The largest SoFi Technologies seller in Q2 2026 was D.E. Shaw & Co, an estimated $475M sold.

Based on aggregated 13F filings for Q2 2026.