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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 %
NPI
2601
New Perspectives Inc
Mississippi
$855K – – –
LI
2602
LVZ Inc
Michigan
$855K +$3.9K +5 +0.5%
BWM
2603
BlackDiamond Wealth Management
New York
$855K -$39.6K -51 -4%
JC
2604
JB Capital
Connecticut
$854K -$4.68K -6 -0.5%
BFG
2605
Bouchey Financial Group
New York
$851K +$779 +1 +0.1%
GWM
2606
GSB Wealth Management
Connecticut
$850K +$167K +214 +24%
HWA
2607
Heritage Wealth Advisors
Virginia
$850K – – –
BF
2608
Brucke Financial
Indiana
$848K -$14.8K -19 -2%
RDFA
2609
Ritter Daniher Financial Advisory
Ohio
$847K – – –
DIP
2610
Davis Investment Partners
North Carolina
$847K -$24.8K -32 -3%
CF
2611
Cyr Financial
Illinois
$844K +$204K +262 +32%
ES
2612
Eagle Strategies
New York
$844K +$4.68K +6 +0.6%
NWA
2613
Navis Wealth Advisors
New York
$842K +$5.46K +7 +0.7%
LBC
2614
Leigh Baldwin & Co
New York
$841K +$7.8K +10 +0.9%
SA
2615
SRN Advisors
Pennsylvania
$841K +$13.3K +17 +2%
TF
2616
Tudor Financial
Ohio
$841K -$6.24K -8 -0.7%
CA
2617
CSM Advisors
Pennsylvania
$839K +$28.8K +37 +4%
LSIA
2618
LaSalle St. Investment Advisors
Illinois
$836K +$2.34K +3 +0.3%
MFP
2619
Meridian Financial Partners
Virginia
$836K +$20.3K +26 +2%
MCB
2620
Morton Community Bank
Illinois
$834K -$7.8K -10 -0.9%
REMPR
2621
Roof Eidam Maycock Peralta (REMP)
California
$834K – – –
WE
2622
Wealth Effects
Massachusetts
$832K -$500K -641 -38%
CNBTD
2623
Citizens National Bank Trust Department
Mississippi
$832K +$799K +1,025 +2,440%
NG
2624
Northstar Group
New York
$832K -$2.34K -3 -0.3%
PI
2625
Pettee Investors
Connecticut
$831K – – –
103 104
105
106 107