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Eli Lilly
LLY

Overview Fund Activity

3,871 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,773 increasing their positions, 1,395 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.57%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,773
Reduced
1,395
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$41.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$4.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$941M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$894M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.71B
3
Primecap Management
Primecap Management
California
-$1.63B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
AEPWM
2501
Atlantic Edge Private Wealth Management
Florida
$977K -$4.13K -5 -0.4%
OBWG
2502
Onyx Bridge Wealth Group
New York
$977K +$128K +155 +15%
OCG
2503
Opus Capital Group
Ohio
$974K -$1.43M -1,735 -60%
TCM
2504
Triumph Capital Management
Colorado
$972K -$164K -199 -14%
CWAG
2505
Compton Wealth Advisory Group
Virginia
$970K +$137K +166 +16%
WQ
2506
Wealth Quarterback
New Jersey
$969K +$51.2K +62 +6%
PFGIA
2507
Patriot Financial Group Insurance Agency
Massachusetts
$969K +$11.6K +14 +1%
AA
2508
Addison Advisors
Vermont
$964K +$178K +215 +23%
GTAM
2509
Global Trust Asset Management
Florida
$961K -$396K -479 -29%
RWPA
2510
Richard W. Paul & Associates
Michigan
$961K +$826 +1 +0.1%
NIM
2511
Nexus Investment Management
Ontario, Canada
$961K – – –
CKAIS
2512
Christensen King & Associates Investment Services
Washington
$960K – – –
PCS
2513
Private Client Services
Kentucky
$959K -$8.26K -10 -0.9%
TCM
2514
Tributary Capital Management
Nebraska
$958K -$140K -170 -13%
FAG
2515
Fortitude Advisory Group
Washington
$958K -$135K -184 -12%
LA
2516
LexAurum Advisors
Kansas
$957K -$3.3K -4 -0.3%
MSFP
2517
Mark Sheptoff Financial Planning
Connecticut
$957K -$206K -250 -18%
LT
2518
Legacy Trust
Michigan
$956K +$15.7K +19 +2%
HL
2519
HeadInvest LLC
Maine
$954K +$301K +365 +46%
EIP
2520
Ellis Investment Partners
Pennsylvania
$953K -$45.4K -55 -5%
AFG
2521
Albion Financial Group
Utah
$952K – – –
GCM
2522
Genus Capital Management
British Columbia, Canada
$951K +$951K +1,152 New
LIM
2523
Lathrop Investment Management
Arkansas
$948K -$110K -133 -10%
EIA
2524
Edgemoor Investment Advisors
Maryland
$948K -$62.8K -76 -6%
AAM
2525
Augustine Asset Management
Florida
$947K -$397K -481 -30%
99 100
101
102 103