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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
SIC
826
SJS Investment Consulting
Ohio
$936 -$142 -1 -13%
WCM
827
WealthTrak Capital Management
Virginia
$936 +$997 +7 New
HIA
828
Harbor Investment Advisory
Maryland
$935 -$11.5K -81 -92%
TAM
829
Tucker Asset Management
Colorado
$935
FMP
830
Financial Management Professionals
Texas
$802
GWP
831
Gen-Wealth Partners
Michigan
$802
RAM
832
Riggs Asset Management
Pennsylvania
$802
MAS
833
MPWM Advisory Solutions
Georgia
$802 +$854 +6 New
PWA
834
Physician Wealth Advisors
Utah
$802 +$854 +6 New
TFM
835
TFC Financial Management
Massachusetts
$669 -$12.1K -85 -94%
ADL
836
Asset Dedication LLC
California
$669
PWA
837
Principia Wealth Advisory
Texas
$668 +$712 +5 New
CAC
838
Core Alternative Capital
Georgia
$535
JFG
839
JDM Financial Group
Texas
$535
BFPW
840
BOK Financial Private Wealth
Colorado
$535 +$570 +4 New
NC
841
NewSquare Capital
Pennsylvania
$535 +$570 +4 New
CSC
842
Caldwell Sutter Capital
California
$401
CA
843
CoreCap Advisors
Michigan
$401
WW
844
Winnow Wealth
Texas
$371 +$427 +3 New
AGWCA
845
Annis Gardner Whiting Capital Advisors
Florida
$268 +$285 +2 New
TSMHT
846
Thurston Springer Miller Herd & Titak
Indiana
$267 -$142 -1 -33%
GFPC
847
Global Financial Private Client
Florida
$267 +$285 +2 New
HWP
848
Highline Wealth Partners
California
$267 +$285 +2 New
PWM
849
Parkworth Wealth Management
California
$267 +$285 +2 New
WBC
850
West Branch Capital
Massachusetts
$134

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.