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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 %
LCG
2651
Lakeshore Capital Group
Illinois
$803K +$3.9K +5 +0.5%
NDSI
2652
Newman Dignan & Sheerar Inc
Rhode Island
$800K -$140K -179 -15%
PWA
2653
Physician Wealth Advisors
Utah
$799K -$290K -372 -27%
GAM
2654
Gemmer Asset Management
California
$798K -$52.2K -67 -6%
WWM
2655
Waterway Wealth Management
Texas
$798K +$364K +467 +84%
LT
2656
Legacy Trust
Michigan
$798K -$104K -133 -11%
AFW
2657
Avantra Family Wealth
Pennsylvania
$797K -$188K -241 -19%
EA
2658
Emerald Advisors
Washington
$796K +$301K +386 +61%
ALC
2659
Alexander Labrunerie & Co
Missouri
$796K +$8.58K +11 +1%
DW30
2660
Drucker Wealth 3.0
New Jersey
$795K +$214K +272 +37%
AWA
2661
Aletheian Wealth Advisors
Washington
$795K -$78.7K -101 -9%
LIWM
2662
Long Island Wealth Management
New York
$795K -$3.9K -5 -0.5%
DLHL
2663
Donald L. Hagan LLC
Florida
$795K – – –
AIM
2664
Aspen Investment Management
Michigan
$793K +$34.3K +44 +5%
CC
2665
Copperleaf Capital
North Carolina
$792K +$58.5K +75 +8%
CG
2666
Curat Global
New Hampshire
$791K – – –
DWM
2667
Dogwood Wealth Management
Kansas
$790K +$47.4K +61 +6%
FPGK
2668
Financial Partners Group (Kansas)
Kansas
$789K +$7.02K +9 +0.9%
EHWM
2669
Eads & Heald Wealth Management
Georgia
$789K -$46K -59 -6%
WWM
2670
WJ Wealth Management
Arizona
$789K – – –
PCIG
2671
Partners Capital Investment Group
Massachusetts
$789K -$786K -1,008 -50%
JHCP
2672
Jackson Hole Capital Partners
Oklahoma
$788K -$35.1K -45 -4%
TFP
2673
Tilia Fiduciary Partners
North Carolina
$784K – – –
BWM
2674
BankPlus Wealth Management
Mississippi
$784K +$19.5K +25 +3%
AM
2675
Atwater Malick
Pennsylvania
$783K – – –
105 106
107
108 109