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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
SCM
201
Stevens Capital Management
Pennsylvania
$3.37M
SWCM
202
Sullivan Wood Capital Management
District of Columbia
$3.36M
SPC
203
Spirepoint Private Client
Florida
$3.2M
GAG
204
GM Advisory Group
New York
$3.18M
URS
205
Utah Retirement Systems
Utah
$3.13M
RA
206
RFG Advisory
Alabama
$3.11M
VanEck Associates
207
VanEck Associates
New York
$3.11M
CG
208
Caprock Group
Idaho
$3.09M
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$3.01M
BNP Paribas Asset Management
210
BNP Paribas Asset Management
France
$2.98M
LIP
211
Liontrust Investment Partners
United Kingdom
$2.96M
Wealthfront Advisers
212
Wealthfront Advisers
California
$2.93M
X
213
Xponance
Pennsylvania
$2.9M
MWM
214
MFG Wealth Management
Indiana
$2.84M
BCIM
215
British Columbia Investment Management
British Columbia, Canada
$2.77M
OSNBOA
216
Old Second National Bank of Aurora
Illinois
$2.75M
LFM
217
LGT Fund Management
Liechtenstein
$2.75M
Baird Financial Group
218
Baird Financial Group
Wisconsin
$2.72M
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
$2.71M
HC
220
Hourglass Capital
Texas
$2.7M
GIA
221
Gateway Investment Advisers
Ohio
$2.7M
CM
222
Caption Management
Oklahoma
$2.63M
NAM
223
Nissay Asset Management
Japan
$2.57M
CGH
224
CMG Global Holdings
Texas
$2.57M
WSA
225
Warm Springs Advisors
California
$2.54M