SOPHiA GENETICS
SOPH
36 hedge funds and large institutions have $55.5M invested in SOPHiA GENETICS in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 0 closing their positions.
50% more call options, than puts
Call options by funds: $3K | Put options by funds: $2K
20% more funds holding
Funds holding: 30 → 36 (+6)
0.19% more ownership
Funds ownership: 27.34% → 27.52% (+0.19%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
15% less capital invested
Capital invested by funds: $65.2M → $55.5M (-$9.66M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$145K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$105K |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$98.1K |
| 4 |
Pathstone Holdings
Englewood,
New Jersey
|
+$88.5K |
| 5 |
GAA
Green Alpha Advisors
Niwot,
Colorado
|
+$87.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$116K |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$91.2K |
| 3 |
UBS AM
Chicago,
Illinois
|
-$69.2K |
| 4 |
Morgan Stanley
New York
|
-$34.4K |
| 5 |
Squarepoint
New York
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $15.3K | – | – | – |
|
|
NA
27
NewEdge Advisors
New Orleans,
Louisiana
| $7.95K | – | – | – |
|
|
RI
28
Ridgewood Investments
Springfield,
New Jersey
| $6.14K | +$6.81K | +2,000 | New |
|
29
AssetMark Inc
Concord,
California
| $5.96K | -$1.12K | -329 | -14% |
|
30
Wells Fargo
San Francisco,
California
| $2.15K | – | – | – |
|
31
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
PS
32
Principal Securities
Des Moines,
Iowa
| $1.48K | – | – | – |
|
|
TRCT
33
Tower Research Capital (TRC)
New York
| $1.04K | +$1.15K | +339 | New |
|
34
Russell Investments Group
London,
United Kingdom
| $160 | – | – | – |
|
35
Citigroup
New York
| $47 | – | – | – |
|
|
SPIA
36
Steward Partners Investment Advisory
New York
| $46 | +$51 | +15 | New |
|
SOPH Hedge Fund Activity: Q4 2024 in Review
36 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in SOPHiA GENETICS (SOPH) for Q4 2024, worth a combined $55.5M — down 15% from $65.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new SOPH positions and 0 closed out — a net gain of 6 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Millennium Management, adding an estimated $145K. The largest seller was Moloney Securities Asset Management, cutting an estimated $116K.
- 36 institutional investors held SOPHiA GENETICS (SOPH) as of Q4 2024, up from 30 in Q3 2024.
- Funds reported $55.5M of SOPHiA GENETICS stock for Q4 2024, down 15% quarter-over-quarter.
- 6 funds opened new SOPHiA GENETICS positions in Q4 2024 and 0 closed out, a net change of +6 holders.
- The largest SOPHiA GENETICS buyer in Q4 2024 was Millennium Management, an estimated $145K added.
- The largest SOPHiA GENETICS seller in Q4 2024 was Moloney Securities Asset Management, an estimated $116K sold.
Based on aggregated 13F filings for Q4 2024.