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ME

23andMe Holding Co

Delisted

ME was delisted on the 28th of March, 2025.

169 hedge funds and large institutions have $124M invested in 23andMe Holding Co in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

14% more call options, than puts

Call options by funds: $648K | Put options by funds: $567K

1% more funds holding

Funds holding: 167169 (+2)

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

5% less capital invested

Capital invested by funds: $131M → $124M (-$6.95M)

Holders
169
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
2.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
27
Increased
49
Reduced
42
Closed
25
Calls
$648K
Puts
$567K
Net Calls
+$81K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
BWCS
126
Beirne Wealth Consulting Services
Connecticut
$11.2K +$10.6K +614 New
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$11K -$6.9K -399 -40%
Mackenzie Financial
128
Mackenzie Financial
Ontario, Canada
$10.8K
XT
129
XTX Topco
Cayman Islands
$10.6K -$129K -7,482 -93%
KPWS
130
Kestra Private Wealth Services
Texas
$9.87K +$9.34K +540 New
CIBC Private Wealth Group
131
CIBC Private Wealth Group
Georgia
$9.52K
FCP
132
Fidelis Capital Partners
Florida
$9.38K -$5.07K -293 -36%
MA
133
Mutual Advisors
Nebraska
$9.13K +$8.65K +500 New
National Bank of Canada
134
National Bank of Canada
Quebec, Canada
$8.52K
PCWA
135
Pacific Capital Wealth Advisors
California
$7.68K +$7.28K +421 New
AWM
136
AE Wealth Management
Kansas
$7.59K +$8.79K +508 New
GWS
137
Glassman Wealth Services
Virginia
$5.05K
US Bancorp
138
US Bancorp
Minnesota
$5.05K +$1.94K +112 +68%
CTA
139
Colonial Trust Advisors
South Carolina
$4.57K
SSB
140
Sandy Spring Bank
Maryland
$4.31K +$1.21K +70 +42%
TWM
141
Tradition Wealth Management
Minnesota
$4K -$1.3K -75 -25%
HFS
142
Hantz Financial Services
Michigan
$4K
EDRH
143
Edmond de Rothschild Holding
Switzerland
$3.2K
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$2.74K +$1.73K +100 +200%
Ameriprise
145
Ameriprise
Minnesota
$2.58K +$15K +870 +167%
AF
146
Allworth Financial
California
$1.83K
CWM
147
CarsonAllaria Wealth Management
Illinois
$1.64K
NA
148
NewEdge Advisors
Louisiana
$1.21K
AWM
149
Avior Wealth Management
Nebraska
$1.14K
Daiwa Securities Group
150
Daiwa Securities Group
Japan
$1K -$32.3K -1,868 -97%

ME Hedge Fund Activity: Q4 2023 in Review

169 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in 23andMe Holding Co (ME) for Q4 2023, worth a combined $124M — down 5.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new ME positions and 25 closed out — a net gain of 2 holders — while 49 added to existing stakes and 42 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $2.67M. The largest seller was Fidelity Investments, cutting an estimated $4.92M.

  • 169 institutional investors held 23andMe Holding Co (ME) as of Q4 2023, up from 167 in Q3 2023.
  • Funds reported $124M of 23andMe Holding Co stock for Q4 2023, down 5.3% quarter-over-quarter.
  • 27 funds opened new 23andMe Holding Co positions in Q4 2023 and 25 closed out, a net change of +2 holders.
  • The largest 23andMe Holding Co buyer in Q4 2023 was VOYA Investment Management, an estimated $2.67M added.
  • The largest 23andMe Holding Co seller in Q4 2023 was Fidelity Investments, an estimated $4.92M sold.

Based on aggregated 13F filings for Q4 2023.