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SOPHiA GENETICS

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.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

0% more funds holding

Funds holding: 3232 (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: 10 (-1)

Holders
32
Holders Change
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
11
Reduced
8
Closed
6
Calls
$13K
Puts
Net Calls
+$13K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1
Generation Investment Management
United Kingdom
$21M
ACM
2
AKRE Capital Management
Virginia
$11.5M +$4.42M +1,481,636 +66%
BPC
3
Banque Pictet & Cie
Switzerland
$6.85M -$8.23K -2,760 -0.1%
Principal Financial Group
4
Principal Financial Group
Iowa
$4.34M +$45.2K +15,152 +1%
Millennium Management
5
Millennium Management
New York
$1.81M +$135K +45,304 +8%
ACM
6
Archon Capital Management
Washington
$997K +$959K +321,527 New
BPCE
7
Bank Pictet & Cie (Europe)
Germany
$791K
Ensign Peak Advisors
8
Ensign Peak Advisors
Utah
$775K +$745K +249,944 New
Federated Hermes
9
Federated Hermes
Pennsylvania
$682K +$92.4K +31,000 +16%
EDRH
10
Edmond de Rothschild Holding
Switzerland
$630K
RG
11
Rathbones Group
United Kingdom
$504K +$484K +162,483 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$285K +$2.58K +864 +0.9%
SBCM
13
Silverberg Bernstein Capital Management
New York
$142K +$32.9K +11,040 +32%
GAA
14
Green Alpha Advisors
Colorado
$133K -$12.4K -4,172 -9%
Citadel Advisors
15
Citadel Advisors
Florida
$121K +$80.4K +26,976 +222%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$112K -$12K -4,036 -10%
Morgan Stanley
17
Morgan Stanley
New York
$109K -$2.76K -926 -3%
RI
18
Ridgewood Investments
New Jersey
$107K -$18.4K -6,161 -15%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$77.9K
Renaissance Technologies
20
Renaissance Technologies
New York
$64.2K +$1.79K +600 +3%
Goldman Sachs
21
Goldman Sachs
New York
$57K +$54.8K +18,379 New
UBS Group
22
UBS Group
Switzerland
$21.6K -$2.92K -979 -12%
Zurich Cantonal Bank
23
Zurich Cantonal Bank
Switzerland
$18.6K +$200 +67 +1%
BlackRock
24
BlackRock
New York
$15.4K
AssetMark Inc
25
AssetMark Inc
California
$5.62K +$128 +43 +2%

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.