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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 %
CKAIS
2576
Christensen King & Associates Investment Services
Washington
$878K – – –
RSWA
2577
Robinson Smith Wealth Advisors
Maine
$878K +$16.4K +21 +2%
AWA
2578
AGH Wealth Advisors
Kansas
$877K +$32.7K +42 +4%
PWM
2579
Paulson Wealth Management
Illinois
$877K +$130K +167 +17%
KCFA
2580
Key Client Fiduciary Advisors
New Jersey
$875K +$39K +50 +5%
VMMC
2581
V.M. Manning & Co
South Carolina
$875K +$875K +1,195 New
WF
2582
Warner Financial
Maryland
$875K – – –
AHL
2583
Abel Hall LLC
Louisiana
$874K +$180K +231 +26%
SL
2584
Salomon & Ludwin
Virginia
$872K -$16.4K -21 -2%
NWWA
2585
New Wave Wealth Advisors
Arkansas
$872K -$94.4K -121 -10%
LA
2586
LexAurum Advisors
Kansas
$872K -$32K -41 -4%
DSAM
2587
Dock Street Asset Management
Florida
$872K – – –
WEG
2588
World Equity Group
Illinois
$871K +$3.12K +4 +0.4%
JF
2589
JSF Financial
California
$870K +$97.5K +125 +13%
MTIC
2590
Missouri Trust & Investment Company
Missouri
$869K +$45.2K +58 +5%
FPCP
2591
Fort Point Capital Partners
California
$868K +$31.2K +40 +4%
CP
2592
Clarendon Private
Massachusetts
$867K -$92K -118 -10%
FCA
2593
FLC Capital Advisors
California
$866K +$70.9K +91 +9%
CTC
2594
Corundum Trust Company
South Dakota
$859K -$33.5K -43 -4%
FWM
2595
Fingerlakes Wealth Management
New York
$859K -$13.2K -17 -2%
MEG
2596
Millstone Evans Group
Colorado
$858K +$10.1K +13 +1%
GGI
2597
Godsey & Gibb Inc
Virginia
$857K – – –
HCP
2598
Hardin Capital Partners
South Carolina
$857K -$133K -171 -13%
IWP
2599
Innova Wealth Partners
Pennsylvania
$856K +$26.5K +34 +3%
SAS
2600
SMI Advisory Services
Indiana
$855K +$855K +1,083 New
102 103
104
105 106