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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
BlackRock
1
BlackRock
New York
$1.3B +$48.9M +2,887,044 +4%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$1.04B +$13.9M +820,271 +1%
Vanguard Portfolio Management
3
Vanguard Portfolio Management
Pennsylvania
$910M -$3.98M -234,983 -0.5%
Goldman Sachs
4
Goldman Sachs
New York
$631M +$384M +22,675,109 +181%
UBS Group
5
UBS Group
Switzerland
$631M -$21.2M -1,249,183 -3%
State Street
6
State Street
Massachusetts
$516M +$24.5M +1,448,463 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$418M -$44.5M -2,626,459 -10%
Morgan Stanley
8
Morgan Stanley
New York
$350M -$29.4M -1,737,325 -8%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$263M -$475M -28,029,122 -66%
Norges Bank
10
Norges Bank
Norway
$244M +$231M +13,630,462 New
Marshall Wace
11
Marshall Wace
United Kingdom
$210M +$87.7M +5,177,721 +79%
Millennium Management
12
Millennium Management
New York
$188M +$37.9M +2,235,003 +27%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$184M +$92.6M +5,466,002 +115%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$179M +$15.2M +896,493 +10%
Bank of America
15
Bank of America
North Carolina
$164M -$28.9M -1,706,381 -16%
Vanguard Fiduciary Trust
16
Vanguard Fiduciary Trust
Pennsylvania
$146M +$3.77M +222,470 +3%
Northern Trust
17
Northern Trust
Illinois
$137M +$4.64M +273,810 +4%
Charles Schwab
18
Charles Schwab
California
$131M +$13.7M +809,882 +13%
Citigroup
19
Citigroup
New York
$113M -$20.6M -1,213,204 -16%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$111M -$10.1M -598,527 -9%
Wells Fargo
21
Wells Fargo
California
$106M +$24.8M +1,462,880 +33%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$102M -$84.8K -5,004 -0.1%
Mitsubishi UFJ Asset Management
23
Mitsubishi UFJ Asset Management
Japan
$93.9M +$10M +592,042 +13%
UBS AM
24
UBS AM
Illinois
$88.3M +$3.36M +198,336 +4%
HPG
25
Harvest Portfolios Group
Ontario, Canada
$86.2M +$38.3M +2,262,241 +89%

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.