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Illumina

738 hedge funds and large institutions have $14.8B invested in Illumina in 2025 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 279 increasing their positions, 234 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

504% more call options, than puts

Call options by funds: $724M | Put options by funds: $120M

23% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 94

21% more capital invested

Capital invested by funds: $12.3B → $14.8B (+$2.54B)

19% more repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 234

2% more funds holding

Funds holding: 721738 (+17)

0.39% more ownership

Funds ownership: 97.84%98.23% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
738
Holders Change
+17
Holders Change %
+2.36%
% of All Funds
9.72%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
116
Increased
279
Reduced
234
Closed
94
Calls
$724M
Puts
$120M
Net Calls
+$605M
Net Calls Change
+$582M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.85B +$50.4M +620,765 +3%
Capital World Investors
2
Capital World Investors
California
$1.59B -$183M -2,254,103 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.45B -$98.9M -1,218,629 -7%
State Street
4
State Street
Massachusetts
$536M -$19M -234,600 -4%
SC
5
Sessa Capital
New York
$451M +$383M +4,722,874 New
WCM Investment Management
6
WCM Investment Management
California
$420M +$20.1M +247,460 +6%
Loomis, Sayles & Company
7
Loomis, Sayles & Company
Massachusetts
$403M +$6.36M +78,317 +2%
CM
8
Corvex Management
New York
$365M
AQR Capital Management
9
AQR Capital Management
Connecticut
$313M +$95.3M +1,174,295 +55%
PC
10
PointState Capital
New York
$281M +$35.2M +433,534 +17%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$273M +$1.73M +21,342 +0.7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$223M -$40.9M -504,059 -18%
GAM
13
GuardCap Asset Management
United Kingdom
$194M -$2.73M -33,658 -2%
Primecap Management
14
Primecap Management
California
$187M -$33.5M -412,450 -17%
Bank of America
15
Bank of America
North Carolina
$184M +$3.95M +48,667 +3%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$183M -$325K -4,005 -0.2%
UBS AM
17
UBS AM
Illinois
$171M -$13.3M -163,666 -8%
Baillie Gifford & Co
18
Baillie Gifford & Co
United Kingdom
$166M -$103M -1,269,639 -42%
Northern Trust
19
Northern Trust
Illinois
$153M +$3.95M +48,618 +3%
EDRH
20
Edmond de Rothschild Holding
Switzerland
$136M +$67.7M +833,750 +140%
UBS Group
21
UBS Group
Switzerland
$134M -$1.78M -21,943 -2%
SM
22
Senvest Management
New York
$132M +$18.8M +231,300 +20%
Invesco
23
Invesco
Georgia
$129M +$36.1M +444,543 +49%
Morgan Stanley
24
Morgan Stanley
New York
$129M +$2.8M +34,466 +3%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$118M +$15M +184,620 +18%

ILMN Hedge Fund Activity: Q2 2025 in Review

738 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Illumina (ILMN) for Q2 2025, worth a combined $14.8B — up 21% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new ILMN positions and 94 closed out — a net gain of 22 holders — while 279 added to existing stakes and 234 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $383M. The largest seller was Capital World Investors, cutting an estimated $183M.

  • 738 institutional investors held Illumina (ILMN) as of Q2 2025, up from 721 in Q1 2025.
  • Funds reported $14.8B of Illumina stock for Q2 2025, up 21% quarter-over-quarter.
  • 116 funds opened new Illumina positions in Q2 2025 and 94 closed out, a net change of +22 holders.
  • The largest Illumina buyer in Q2 2025 was Sessa Capital, an estimated $383M added.
  • The largest Illumina seller in Q2 2025 was Capital World Investors, an estimated $183M sold.

Based on aggregated 13F filings for Q2 2025.