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SOPHiA GENETICS

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.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

20% more funds holding

Funds holding: 3036 (+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: 10 (-1)

Holders
36
Holders Change
+6
Holders Change %
+20%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
8
Reduced
8
Closed
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Generation Investment Management
United Kingdom
$20.8M
BPC
2
Banque Pictet & Cie
Switzerland
$7M
ACM
3
AKRE Capital Management
Virginia
$6.87M
UBS AM
4
UBS AM
Illinois
$6.75M -$69.2K -20,322 -0.9%
Principal Financial Group
5
Principal Financial Group
Iowa
$4.46M -$91.2K -26,798 -2%
AWA
6
Alta Wealth Advisors
Massachusetts
$4.33M
Millennium Management
7
Millennium Management
New York
$2.18M +$145K +42,689 +7%
BPCE
8
Bank Pictet & Cie (Europe)
Germany
$696K
EDRH
9
Edmond de Rothschild Holding
Switzerland
$634K
Federated Hermes
10
Federated Hermes
Pennsylvania
$312K +$98.1K +28,819 +40%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$284K +$5.11K +1,500 +2%
MSAM
12
Moloney Securities Asset Management
Missouri
$146K -$116K -34,000 -42%
GAA
13
Green Alpha Advisors
Colorado
$145K +$87.4K +25,686 +119%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$125K +$88.5K +26,000 +185%
UBS Group
15
UBS Group
Switzerland
$118K +$105K +30,783 +396%
Morgan Stanley
16
Morgan Stanley
New York
$114K -$34.4K -10,095 -21%
SBCM
17
Silverberg Bernstein Capital Management
New York
$70.1K +$76.5K +22,464 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$67.6K +$14K +4,115 +24%
Citadel Advisors
19
Citadel Advisors
Florida
$64.2K +$17.3K +5,094 +33%
Renaissance Technologies
20
Renaissance Technologies
New York
$64.2K -$3.4K -1,000 -5%
EGM
21
Engineers Gate Manager
New York
$48.8K +$54.1K +15,902 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$46.3K +$50.5K +14,835 New
Squarepoint
23
Squarepoint
New York
$42.9K -$20K -5,886 -30%
CLOS
24
Compagnie Lombard Odier SCmA
Switzerland
$25.1K
Zurich Cantonal Bank
25
Zurich Cantonal Bank
Switzerland
$24.1K -$2.53K -742 -9%

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.