SoFi Technologies, an American financial technology company, has recently announced the launch of SoFi Agentic AI ETF to “provide investors access to the next wave of AI.”
Being its first launch in nearly two years, the ETF aims to target what SoFi calls “next-generation AI” companies.
These include those developing self-driving vehicles, autonomous technology and cybersecurity networks, and also semiconductor and cloud computing firms.
According to Brian Walsh, head of advice and planning at SoFi, the ETF will offer retail investors a way to capture the evolving AI landscape in their portfolios.
The ETF provides more than just first-generation AI exposure, with the index designed to adapt to changes in the AI ecosystem.
For this article, we selected AI stocks by going through news articles, stock analysis, and press releases. These stocks are also popular among hedge funds. The hedge fund data is as of Q2 2025.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).
10. HeartFlow, Inc. (NASDAQ:HTFL)
Number of Hedge Fund Holders: N/A
HeartFlow, Inc. (NASDAQ:HTFL) is one of the 10 AI Stocks to Watch Out For in 2025. On September 2, JPMorgan analyst Robbie Marcus initiates coverage on the stock with an Overweight rating and a price target of $36.00.
The firm believes that Heartflow is “one of the clearest and most pioneering downstream beneficiaries of the AI revolution in the healthcare sector.”
The company is using artificial intelligence in healthcare to help diagnose heart disease. Through their technology, doctors can gain better insights of a patient’s heart while reducing costs and improving workflow.
JP Morgan believes that even though investors are rightly focused on the hardware, data, and infrastructure that’s driving modern artificial intelligence, HTFL stands out as a clear and pioneering downstream beneficiary of the AI revolution in healthcare.
“The company operates at the unique intersection of regulated healthcare and technology through its novel, AI-enabled, diagnostic software for coronary artery disease (CAD). The novel platform uses AI and advanced computational fluid dynamics to create a personalized 3D model of a patient’s heart based off of a single coronary computed tomography angiography (CCTA). Heartflow is one of the first MedTech companies to offer a clinically meaningful and reimbursed product that leverages modern day computing power and machine learning/AI to address a clinical unmet need in coronary artery disease (CAD), while simultaneously offering the potential to streamline procedural workflow and lower overall cost of care. As one of the few pure-play software MedTech businesses, Heartflow benefits from a capital-light business model, an excellent gross margin profile, clinical/regulatory moat with healthy reimbursement, and a highly differentiated diagnostic solution in a large, untapped market.”
HeartFlow, Inc. (NASDAQ:HTFL) is a medical technology company.
9. SentinelOne, Inc. (NYSE:S)
Number of Hedge Fund Holders: 45
SentinelOne, Inc. (NYSE:S) is one of the 10 AI Stocks to Watch Out For in 2025. On September 3, the company announced the launch of Managed AI Defense, an AI security offering developed with Pax8, a leading cloud commerce Marketplace for Managed Service Providers (MSPs).
The Managed AI Defense has been particularly designed to offer AI-driven protection to small and mid-sized businesses (SMBs), in a simple, yet cost-effective package.
While SMBs have to navigate through the same cyber threats as Fortune 500 companies, they often lack the budget or expertise to tackle them. Managed AI Defense strives to change this narrative by offering cutting-edge threat prevention, detection, and response to businesses.
This AI security program combines SentinelOne’s leading endpoint detection and response (EDR) with its Purple AI security analyst. Protection can further be customized through optional add-ons like MDR, Remote Forensics, and Identity Threat Detection and Response (ITDR), ensuring customers can use the security they require.
“Attackers don’t discriminate by company size and neither should world-class security. This launch means that every business, no matter how big or small, can harness the power of AI to protect what matters most. Together with Pax8, we’re helping MSPs and MSSPs deliver real security outcomes for SMBs who deserve the same peace of mind as the enterprise giants.”
-Tracy Ryan, AVP, Global MSSP/MSP at SentinelOne.
SentinelOne, Inc. (NYSE:S) is one of the leading artificial intelligence-powered cybersecurity providers.
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