SOPHiA GENETICS
SOPH
32 hedge funds and large institutions have $51.2M invested in SOPHiA GENETICS in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 6 closing their positions.
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
0% more funds holding
Funds holding: 32 → 32 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
10.01% less ownership
Funds ownership: 34.79% → 24.78% (-10%)
34% less capital invested
Capital invested by funds: $77.2M → $51.2M (-$26M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
+$4.42M |
| 2 |
ACM
Archon Capital Management
Seattle,
Washington
|
+$959K |
| 3 |
Ensign Peak Advisors
Salt Lake City,
Utah
|
+$745K |
| 4 |
RG
Rathbones Group
Liverpool,
United Kingdom
|
+$484K |
| 5 |
Millennium Management
New York
|
+$135K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
-$25.3M |
| 2 |
AWA
Alta Wealth Advisors
Woburn,
Massachusetts
|
-$4.68M |
| 3 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
-$78K |
| 4 |
FIA
FNY Investment Advisers
New York
|
-$22K |
| 5 |
RI
Ridgewood Investments
Springfield,
New Jersey
|
-$18.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $4.31K | +$3.94K | +1,321 | +1,943% |
|
|
CLOS
27
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| $3.27K | – | – | – |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | – | – | – |
|
|
PS
29
Principal Securities
Des Moines,
Iowa
| $1.22K | -$259 | -87 | -18% |
|
30
JP Morgan Chase
New York
| $614 | +$590 | +198 | New |
|
31
Osaic Holdings
Scottsdale,
Arizona
| $182 | +$164 | +55 | New |
|
32
Russell Investments Group
London,
United Kingdom
| $68 | -$89 | -30 | -58% |
|
|
33
UBS AM
Chicago,
Illinois
| – | -$25.3M | -7,632,871 | Closed |
|
|
AWA
34
Alta Wealth Advisors
Woburn,
Massachusetts
| – | -$4.68M | -1,409,160 | Closed |
|
|
MSAM
35
Moloney Securities Asset Management
Manchester,
Missouri
| – | -$78K | -23,500 | Closed |
|
|
FIA
36
FNY Investment Advisers
New York
| – | -$22K | -6,833 | Closed |
|
|
CCM
37
Coldstream Capital Management
Bellevue,
Washington
| – | -$744 | -224 | Closed |
|
|
SPIA
38
Steward Partners Investment Advisory
New York
| – | -$50 | -15 | Closed |
|
SOPH Hedge Fund Activity: Q2 2025 in Review
32 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SOPHiA GENETICS (SOPH) for Q2 2025, worth a combined $51.2M — down 34% from $77.2M a quarter earlier.
Fund positioning in SOPH was balanced in Q2 2025: 6 funds opened new positions, 6 closed out, 11 added to existing stakes and 8 trimmed.
The largest buyer was AKRE Capital Management, adding an estimated $4.42M. The largest seller was UBS AM, exiting entirely with an estimated $25.3M sold.
- 32 institutional investors held SOPHiA GENETICS (SOPH) as of Q2 2025, unchanged from Q1 2025.
- Funds reported $51.2M of SOPHiA GENETICS stock for Q2 2025, down 34% quarter-over-quarter.
- 6 funds opened new SOPHiA GENETICS positions in Q2 2025 and 6 closed out, a net change of 0 holders.
- The largest SOPHiA GENETICS buyer in Q2 2025 was AKRE Capital Management, an estimated $4.42M added.
- The largest SOPHiA GENETICS seller in Q2 2025 was UBS AM, an estimated $25.3M sold.
Based on aggregated 13F filings for Q2 2025.