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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 %
AFG
2551
Albion Financial Group
Utah
$910K +$11.7K +15 +1%
TA
2552
TrueWealth Advisors
Alabama
$910K -$495K -635 -35%
MSFP
2553
Mark Sheptoff Financial Planning
Connecticut
$908K +$4.68K +6 +0.5%
CCA
2554
Cora Capital Advisors
New Jersey
$907K +$101K +130 +13%
MAG
2555
Mayfair Advisory Group
Alabama
$906K +$625 +1 +0.1%
RAS
2556
RPS Advisory Solutions
Kentucky
$905K +$110K +141 +14%
AGP
2557
Aspire Growth Partners
Florida
$903K -$42.1K -54 -4%
OFS
2558
Orrstown Financial Services
Pennsylvania
$901K -$81.1K -104 -8%
EIP
2559
Ellis Investment Partners
Pennsylvania
$901K +$1.56K +2 +0.2%
IF
2560
Intrua Financial
Texas
$899K -$39K -50 -4%
RA
2561
Ransom Advisory
Rhode Island
$897K -$35.1K -45 -4%
HC
2562
Hamilton Capital
Ohio
$892K +$14K +18 +2%
WTA
2563
Washington Trust Advisors
Massachusetts
$891K +$10.1K +13 +1%
AA
2564
Addison Advisors
Vermont
$889K -$20.3K -26 -2%
BP
2565
BWM Planning
Texas
$889K +$87.3K +112 +11%
ABWM
2566
Alpine Bank Wealth Management
Colorado
$888K +$35.9K +46 +4%
AGWCA
2567
Annis Gardner Whiting Capital Advisors
Florida
$887K +$103K +132 +13%
FIA
2568
FNY Investment Advisers
New York
$887K +$723K +928 +442%
SL
2569
SWMG LLC
Texas
$886K +$99.4K +123 +13%
CCA
2570
Clearwater Capital Advisors
Illinois
$884K +$4.68K +6 +0.5%
VPF
2571
Vantage Point Financial
Illinois
$882K -$78.7K -101 -8%
ANB
2572
Amarillo National Bank
Texas
$882K – – –
TCM
2573
Tributary Capital Management
Nebraska
$881K -$23.4K -30 -3%
PWS
2574
Peloton Wealth Strategists
Indiana
$878K +$12.5K +16 +1%
CKAIS
2575
Christensen King & Associates Investment Services
Washington
$878K – – –
101 102
103
104 105