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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 %
FWTB
2526
First Western Trust Bank
Colorado
$938K -$154K -198 -14%
CPSAC
2527
Chas P. Smith & Associates (CPS)
Florida
$938K -$112K -144 -11%
FLP
2528
Financial Life Planners
Arizona
$937K -$219K -281 -19%
BSG
2529
Black Swift Group
Colorado
$935K -$543K -697 -37%
HFAS
2530
Hummer Financial Advisory Services
Illinois
$935K +$3.12K +4 +0.3%
JAA
2531
Joel Adams & Associates
North Carolina
$935K – – –
SWM
2532
Shelton Wealth Management
Texas
$931K -$12.5K -16 -1%
RCM
2533
Raleigh Capital Management
North Carolina
$931K +$128K +164 +16%
AG
2534
AmeriFlex Group
Nevada
$930K +$41.3K +52 +5%
BFP
2535
Briaud Financial Planning
Texas
$930K – – –
CB
2536
CNB Bank
Pennsylvania
$929K -$57.7K -74 -6%
OWA
2537
Opal Wealth Advisors
New York
$928K +$178K +228 +24%
PW
2538
Potentia Wealth
California
$928K -$6.24K -8 -0.7%
S
2539
Sunpointe
Missouri
$922K +$119K +153 +15%
VCP
2540
Verus Capital Partners
Arizona
$922K -$136K -174 -13%
CCG
2541
Catalina Capital Group
California
$922K -$327K -419 -26%
OWP
2542
ORG Wealth Partners
Texas
$922K +$83.8K +108 +10%
MWM
2543
Mindset Wealth Management
Indiana
$920K -$24.9K -32 -3%
OCG
2544
Opus Capital Group
Ohio
$919K – – –
GFG
2545
Greystone Financial Group
Michigan
$918K +$204K +262 +29%
AEPWM
2546
Atlantic Edge Private Wealth Management
Florida
$918K -$3.9K -5 -0.4%
WMP
2547
Wealth Management Partners
Arizona
$917K -$46.4K -60 -5%
JWM
2548
Jessup Wealth Management
Ohio
$915K +$664K +852 +265%
EB
2549
Exchange Bank
California
$914K -$37.4K -48 -4%
LWA
2550
Lifelong Wealth Advisors
Minnesota
$911K +$46K +59 +5%
100 101
102
103 104