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Eli Lilly
LLY

Overview Fund Activity

3,841 hedge funds and large institutions have $608B invested in Eli Lilly in 2025 Q2 according to their latest regulatory filings, with 217 funds opening new positions, 1,738 increasing their positions, 1,431 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,841
Holders Change
-30
Holders Change %
-0.77%
% of All Funds
51.47%
Holding in Top 10
286
Holding in Top 10 Change
-102
Holding in Top 10 Change %
-26.29%
% of All Funds
3.83%
New
217
Increased
1,738
Reduced
1,431
Closed
173
Calls
$14.1B
Puts
$10.7B
Net Calls
+$3.4B
Net Calls Change
+$4.07B

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$3.9B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$999M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$922M
4
UBS AM
UBS AM
Illinois
+$853M
5
Victory Capital Management
Victory Capital Management
Texas
+$708M

Top Sellers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$39B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$2.21B
3
Primecap Management
Primecap Management
California
-$2.05B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.78B
5
GQG Partners
GQG Partners
Florida
-$1.21B
Name Holding Trade Value Shares
Change 		Shares
Change %
SHFA
2501
SS&H Financial Advisors
Michigan
$962K +$78K +100 +9%
BBI
2502
Baxter Bros Inc
Connecticut
$962K -$717K -920 -43%
RP
2503
Riverwater Partners
Wisconsin
$962K +$25.7K +33 +3%
IA
2504
Insight Advisors
Pennsylvania
$961K +$98.9K +127 +11%
WFS
2505
WealthGarden F.S.
California
$960K -$2.22K -3 -0.2%
SCA
2506
Stillwater Capital Advisors
Pennsylvania
$960K -$54.6K -70 -5%
MCCP
2507
Mission Creek Capital Partners
California
$959K -$26.5K -34 -3%
PWM
2508
Prentice Wealth Management
New York
$959K – – –
LIM
2509
Lathrop Investment Management
Arkansas
$957K +$62.3K +80 +7%
DL
2510
DOHJ LLC
Washington
$956K +$695K +838 +267%
RWPA
2511
Richard W. Paul & Associates
Michigan
$955K +$47.6K +61 +5%
RIS
2512
Richmond Investment Services
Wisconsin
$954K +$526K +675 +123%
USWIA
2513
UP Strategic Wealth Investment Advisors
Pennsylvania
$953K +$15.6K +20 +2%
ACM
2514
Altrius Capital Management
North Carolina
$952K -$13.3K -17 -1%
4WM
2515
44 Wealth Management
Oregon
$950K -$307K -394 -24%
ACM
2516
Aljian Capital Management
Nevada
$950K +$779 +1 +0.1%
IFA
2517
Index Fund Advisors
California
$950K +$584K +749 +160%
LCM
2518
Lattice Capital Management
Washington
$949K +$156K +200 +20%
PCM
2519
Pointe Capital Management
Michigan
$947K +$14.8K +19 +2%
RCP
2520
Rothschild Capital Partners
New York
$946K – – –
RFA
2521
Register Financial Advisors
Georgia
$944K +$172K +221 +22%
FOA
2522
Five Oceans Advisors
California
$943K -$34.3K -44 -4%
SFS
2523
Security Financial Services
Indiana
$943K +$11.7K +15 +1%
CPC
2524
CFC Planning Company
Indiana
$943K +$780 +1 +0.1%
HIMC
2525
Heritage Investors Management Corp
Maryland
$939K -$73.3K -94 -7%
99 100
101
102 103