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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 %
SWRP
2676
Summit Wealth & Retirement Planning
California
$783K +$316K +406 +68%
ACM
2677
Allred Capital Management
Texas
$780K -$39.8K -51 -5%
PA
2678
Promethium Advisors
Maryland
$780K – – –
CIP
2679
Capital Insight Partners
Arizona
$779K -$14.8K -19 -2%
BPW
2680
Bingham Private Wealth
California
$778K +$6.24K +8 +0.8%
GFWA
2681
Grey Fox Wealth Advisors
Delaware
$777K – – –
WF
2682
Wayfinding Financial
Washington
$777K -$27.7K -36 -3%
PWM
2683
Palumbo Wealth Management
New York
$774K +$386K +496 +100%
FZCM
2684
Flynn Zito Capital Management
New York
$773K +$505K +647 +188%
PMA
2685
Prudent Man Advisors
Illinois
$768K +$169K +217 +28%
FWP
2686
Falcon Wealth Planning
California
$767K +$12.5K +16 +2%
SHA
2687
Seneca House Advisors
Virginia
$764K -$104K -133 -12%
FMP
2688
Financial Management Professionals
Texas
$763K +$3.9K +5 +0.5%
RIM
2689
Reliant Investment Management
Tennessee
$763K -$17.2K -22 -2%
OBGC
2690
O'Brien Greene & Co
Pennsylvania
$763K -$2.34K -3 -0.3%
SWMP
2691
Signature Wealth Management Partners
New Jersey
$763K +$154K +197 +25%
SFG
2692
Stonebridge Financial Group
Pennsylvania
$762K +$5.46K +7 +0.7%
MAG
2693
MRA Advisory Group
New Jersey
$760K +$85K +109 +13%
PMG
2694
ProVise Management Group
Florida
$759K +$4.68K +6 +0.6%
AWM
2695
Accel Wealth Management
Iowa
$757K -$11.7K -15 -2%
TCWM
2696
Total Clarity Wealth Management
Illinois
$756K +$28.1K +36 +4%
TWA
2697
Talisman Wealth Advisors
New Jersey
$754K -$28.8K -37 -4%
RCG
2698
Regatta Capital Group
California
$753K +$36.6K +47 +5%
CI
2699
Cavalier Investments
Georgia
$753K – – –
BFPW
2700
BOK Financial Private Wealth
Colorado
$753K +$316K +406 +73%
106 107
108
109 110