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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
2551
CFC Planning Company
Indiana
$888K +$888K +1,149 New
BSG
2552
Black Swift Group
Colorado
$884K -$3.26M -4,225 -79%
PCMC
2553
Private Capital Management (Colorado)
Colorado
$882K -$314K -407 -26%
CFGA
2554
Cambridge Financial Group (Arizona)
Arizona
$879K -$23.2K -30 -3%
SL
2555
Stevard LLC
Illinois
$879K – – –
AP
2556
Adero Partners
California
$879K +$45.5K +59 +5%
LT
2557
Legacy Trust
Michigan
$879K -$169K -219 -16%
CCA
2558
Clearwater Capital Advisors
Illinois
$877K – – –
BW
2559
BIP Wealth
Georgia
$877K +$114K +148 +15%
SHFA
2560
SS&H Financial Advisors
Michigan
$876K +$135K +175 +18%
AA
2561
Acorns Advisers
California
$874K +$184K +238 +27%
S
2562
Sunpointe
Missouri
$872K +$97.2K +126 +13%
SWM
2563
Silverlake Wealth Management
Vermont
$871K – – –
HWA
2564
Heritage Wealth Advisors
Virginia
$871K +$6.95K +9 +0.8%
TCM
2565
Tran Capital Management
California
$869K -$1.24M -1,608 -59%
WTA
2566
Washington Trust Advisors
Massachusetts
$867K +$56.3K +73 +7%
FPCP
2567
Fort Point Capital Partners
California
$863K -$41.7K -54 -5%
FWM
2568
Fingerlakes Wealth Management
New York
$860K -$3.86K -5 -0.4%
RDFA
2569
Ritter Daniher Financial Advisory
Ohio
$858K -$9.26K -12 -1%
WQ
2570
Wealth Quarterback
New Jersey
$857K -$468K -606 -35%
EHWM
2571
Eads & Heald Wealth Management
Georgia
$857K -$67.9K -88 -7%
JC
2572
JB Capital
Connecticut
$856K -$21.6K -28 -2%
QFA
2573
Quantum Financial Advisors
California
$855K -$30.9K -40 -3%
GC
2574
Garde Capital
Washington
$855K +$158K +205 +23%
BFG
2575
Bouchey Financial Group
New York
$855K -$26.2K -34 -3%
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