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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
2701
Realta Investment Advisors
Delaware
$741K -$131K -167 -15%
VBA
2702
von Borstel & Associates
Oregon
$740K +$7.72K +10 +1%
SL
2703
SWMG LLC
Texas
$738K +$3.02K +4 +0.4%
WFS
2704
Widmann Financial Services
Maryland
$738K – – –
PFA
2705
Plotkin Financial Advisors
Maryland
$736K – – –
GFWA
2706
Grey Fox Wealth Advisors
Delaware
$735K +$772 +1 +0.1%
AA
2707
Addison Advisors
Vermont
$735K -$10.8K -14 -1%
CBT
2708
CoreFirst Bank & Trust
Kansas
$733K -$38.6K -50 -5%
WFA
2709
WMG Financial Advisors
Tennessee
$733K +$364K +471 +98%
ATIA
2710
American Trust Investment Advisors
New Hampshire
$732K -$34.7K -45 -5%
CWA
2711
Centerline Wealth Advisors
Kentucky
$731K +$731K +947 New
MAM
2712
Milestone Asset Management
Pennsylvania
$730K -$226K -293 -24%
OA
2713
Oxbow Advisors
Texas
$730K -$113K -147 -13%
TP
2714
Tranquility Partners
Tennessee
$728K -$22.1K -28 -3%
GWAG
2715
Garrett Wealth Advisory Group
Texas
$727K +$37.1K +48 +5%
MVA
2716
Mount Vernon Associates
Maryland
$726K – – –
TSW
2717
Three Seasons Wealth
Utah
$723K +$344K +445 +90%
FUBT
2718
First United Bank & Trust
Maryland
$723K -$37.8K -49 -5%
PBF
2719
Petix & Botte Financial
California
$723K – – –
GSWM
2720
Golden State Wealth Management
California
$722K +$722K +934 New
TCWM
2721
Total Clarity Wealth Management
Illinois
$720K -$76.4K -99 -10%
CL
2722
COWA LLC
Oklahoma
$716K +$174K +225 +32%
SSWM
2723
Strait & Sound Wealth Management
California
$716K +$37.1K +48 +5%
AIM
2724
Aspen Investment Management
Michigan
$716K -$199K -257 -22%
MW
2725
Members Wealth
Pennsylvania
$716K +$716K +820 New
107 108
109
110 111