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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
RIL
651
Rothschild Investment LLC
Illinois
$98.1K
SS
652
Sunbelt Securities
Texas
$95.6K +$60.2K +423 +144%
UB
653
UMB Bank
Missouri
$94.3K -$136K -953 -57%
RMC
654
Resources Management Corp
Connecticut
$94K
SC
655
SouthState Corp
Florida
$91.4K -$6.27K -44 -6%
BT
656
Banque Transatlantique
France
$88.8K +$94.3K +662 New
LWCFA
657
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$87.5K
IA
658
IFP Advisors
Florida
$82.5K +$14.1K +99 +19%
BIG
659
Brooklyn Investment Group
New York
$81.6K +$14.8K +104 +21%
TWD
660
True Wealth Design
Ohio
$72.4K +$4.7K +33 +6%
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$71.5K +$15.5K +109 +26%
CA
662
Clearstead Advisors
Ohio
$69K +$427 +3 +0.6%
WAG
663
Wiser Advisor Group
Arizona
$66.8K -$5.41K -38 -7%
AAP
664
Arax Advisory Partners
Colorado
$66.1K +$2.56K +18 +4%
CFO
665
CVA Family Office
Colorado
$64.9K +$1.28K +9 +2%
NA
666
NewEdge Advisors
Louisiana
$64.3K -$255K -1,793 -79%
T
667
Tidemark
California
$62.8K
SWM
668
Spire Wealth Management
Virginia
$62.8K +$13.8K +97 +26%
AAM
669
Advisors Asset Management
Colorado
$61.7K -$83.3K -585 -56%
MMCM
670
Murphy & Mullick Capital Management
New York
$60.7K +$64.7K +454 New
XC
671
XY Capital
Hong Kong
$60.3K +$64.2K +451 New
PTC
672
Private Trust Company
Ohio
$59.2K -$4.27K -30 -6%
LI
673
LRI Investments
Florida
$58.9K -$13.4K -94 -18%
FHA
674
First Horizon Advisors
Tennessee
$58.7K +$26.5K +186 +74%
BTI
675
Blue Trust Inc
Georgia
$55.9K -$66.2K -465 -53%

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.