We are live on ! Find out more
ILMN icon

Illumina

854 hedge funds and large institutions have $20.6B invested in Illumina in 2024 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 260 increasing their positions, 306 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 85

73% more call options, than puts

Call options by funds: $344M | Put options by funds: $199M

11% more capital invested

Capital invested by funds: $18.6B → $20.6B (+$2.02B)

7.91% more ownership

Funds ownership: 89.54%97.45% (+7.9%)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

6% more funds holding

Funds holding: 805854 (+49)

15% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 306

Holders
854
Holders Change
+49
Holders Change %
+6.09%
% of All Funds
11.25%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.2%
New
149
Increased
260
Reduced
306
Closed
85
Calls
$344M
Puts
$199M
Net Calls
+$146M
Net Calls Change
+$169M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
551
Jacksonville Wealth Management
Florida
$347K +$370K +2,599 New
QCG
552
Quadrant Capital Group
Ohio
$334K +$10.1K +71 +3%
CFP
553
Cascade Financial Partners
California
$334K -$33.6K -236 -9%
PTC
554
Petrus Trust Company
Texas
$331K +$352K +2,475 New
AWS
555
Atria Wealth Solutions
New York
$329K -$66.4K -466 -16%
ADBIC
556
A.D. Beadell Investment Counsel
Wisconsin
$328K -$28.2K -198 -7%
IFWM
557
Institute for Wealth Management
Colorado
$317K -$41.9K -294 -11%
SAM
558
Silvercrest Asset Management
New York
$314K
GS
559
GTS Securities
New York
$314K +$111K +781 +50%
SRC
560
Sage Rhino Capital
California
$313K -$7.12K -50 -2%
LFA
561
Legacy Financial Advisors
Kentucky
$312K +$2.71K +19 +0.8%
OAM
562
Oxford Asset Management
United Kingdom
$308K +$328K +2,303 New
ACM
563
American Capital Management
New York
$304K -$33.6K -236 -9%
BP
564
BNP Paribas
France
$302K +$320K +2,250 New
JWBC
565
John W. Bristol & Co
New York
$296K -$86.9K -610 -22%
BOS
566
Bank of Stockton
California
$289K +$11.4K +80 +4%
JSW
567
Journey Strategic Wealth
New Jersey
$288K +$42K +295 +16%
UAG
568
United Advisor Group
Ohio
$277K -$8.83K -62 -3%
TAM
569
Trillium Asset Management
Massachusetts
$275K -$80.7K -567 -22%
PA
570
Probity Advisors
Texas
$274K +$31.9K +224 +12%
OAM
571
Ostrum Asset Management
France
$273K -$12.1K -85 -4%
VFA
572
Valeo Financial Advisors
Indiana
$272K -$12.1K -85 -4%
WLG
573
Williamson Legacy Group
Indiana
$269K -$11.4K -80 -4%
BP
574
Ballentine Partners
Massachusetts
$268K +$285K +2,004 New
NSEDCP
575
NJ State Employees Deferred Compensation Plan
New Jersey
$267K

ILMN Hedge Fund Activity: Q4 2024 in Review

854 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q4 2024, worth a combined $20.6B — up 11% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new ILMN positions and 85 closed out — a net gain of 64 holders — while 260 added to existing stakes and 306 trimmed.

The largest buyer was Capital World Investors, adding an estimated $2.06B. The largest seller was Marshall Wace, exiting entirely with an estimated $162M sold.

  • 854 institutional investors held Illumina (ILMN) as of Q4 2024, up from 805 in Q3 2024.
  • Funds reported $20.6B of Illumina stock for Q4 2024, up 11% quarter-over-quarter.
  • 149 funds opened new Illumina positions in Q4 2024 and 85 closed out, a net change of +64 holders.
  • The largest Illumina buyer in Q4 2024 was Capital World Investors, an estimated $2.06B added.
  • The largest Illumina seller in Q4 2024 was Marshall Wace, an estimated $162M sold.

Based on aggregated 13F filings for Q4 2024.