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SOPHiA GENETICS
SOPH

Overview Fund Activity

32 hedge funds and large institutions have $77.2M invested in SOPHiA GENETICS in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
2
Increased
8
Reduced
12
Closed
6
Calls
$28K
Puts
$13K
Net Calls
+$15K
Net Calls Change
+$14K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$25.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$627K
3
RI
3
Ridgewood Investments
New Jersey
$135K
4
BPCE
4
Bank Pictet & Cie (Europe)
Germany
$847K
5
SBCM
5
Silverberg Bernstein Capital Management
New York
$115K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$1.79M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$4.6M
3
BPC
3
Banque Pictet & Cie
Switzerland
$7.34M
4
UBS Group
4
UBS Group
Switzerland
$26.4K
5
MSAM
5
Moloney Securities Asset Management
Missouri
$78K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS AM
1
UBS AM
Illinois
$25.3M 7,632,871 +5,432,871 +247%
GIM
2
Generation Investment Management
United Kingdom
$22.5M 6,789,560 – –
ACM
3
AKRE Capital Management
Virginia
$7.43M 2,237,504 – –
BPC
4
Banque Pictet & Cie
Switzerland
$7.34M 2,211,040 -32,200 -1%
AWA
5
Alta Wealth Advisors
Massachusetts
$4.68M 1,409,160 – –
Principal Financial Group
6
Principal Financial Group
Iowa
$4.6M 1,385,013 -43,331 -3%
Millennium Management
7
Millennium Management
New York
$1.79M 539,119 -159,515 -23%
BPCE
8
Bank Pictet & Cie (Europe)
Germany
$847K 255,200 +32,200 +14%
EDRH
9
Edmond de Rothschild Holding
Switzerland
$675K 203,334 – –
Federated Hermes
10
Federated Hermes
Pennsylvania
$627K 189,000 +89,000 +89%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$302K 91,075 +100 +0.1%
GAA
12
Green Alpha Advisors
Colorado
$156K 47,078 -138 -0.3%
RI
13
Ridgewood Investments
New Jersey
$135K 40,610 +38,610 +1,931%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$133K 40,022 – –
Morgan Stanley
15
Morgan Stanley
New York
$120K 36,136 -965 -3%
SBCM
16
Silverberg Bernstein Capital Management
New York
$115K 34,675 +12,211 +54%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$83.3K 25,127 +3,508 +16%
MSAM
18
Moloney Securities Asset Management
Missouri
$78K 23,500 -24,000 -51%
Renaissance Technologies
19
Renaissance Technologies
New York
$66.7K 20,100 -800 -4%
Citadel Advisors
20
Citadel Advisors
Florida
$40.3K 12,135 -8,451 -41%
UBS Group
21
UBS Group
Switzerland
$26.4K 7,947 -30,606 -79%
FIA
22
FNY Investment Advisers
New York
$22K 6,833 +6,833 New
Zurich Cantonal Bank
23
Zurich Cantonal Bank
Switzerland
$19.7K 5,922 -1,805 -23%
BlackRock
24
BlackRock
New York
$16.5K 4,979 – –
AssetMark Inc
25
AssetMark Inc
California
$5.88K 1,771 -169 -9%
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