LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,871 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,773 increasing their positions, 1,395 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.57%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,773
Reduced
1,395
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$41.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$4.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$941M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$894M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.71B
3
Primecap Management
Primecap Management
California
-$1.63B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
2701
Oxbow Advisors
Texas
$781K – – –
MC
2702
Mathes Company
New York
$780K +$318K +385 +69%
AFG
2703
Altiora Financial Group
Ohio
$780K -$24.8K -30 -3%
RAM
2704
Ramirez Asset Management
New York
$778K +$778K +942 New
CC
2705
Copperleaf Capital
North Carolina
$777K +$777K +941 New
MVA
2706
Mount Vernon Associates
Maryland
$776K – – –
SFC
2707
Strategic Financial Concepts
Texas
$774K +$32.2K +39 +4%
CWA
2708
Carolina Wealth Advisors
South Carolina
$774K +$534K +647 +223%
PBF
2709
Petix & Botte Financial
California
$773K – – –
MAM
2710
Milestone Asset Management
Pennsylvania
$773K -$8.26K -10 -1%
Financial Engines Advisors
2711
Financial Engines Advisors
California
$772K -$446K -540 -37%
RFG
2712
RFP Financial Group
Georgia
$769K -$219K -265 -22%
SSWM
2713
Strait & Sound Wealth Management
California
$769K +$3.3K +4 +0.4%
FUBT
2714
First United Bank & Trust
Maryland
$765K -$8.26K -10 -1%
CAM
2715
Concorde Asset Management
Michigan
$765K +$86.7K +115 +13%
M1FG
2716
Mach-1 Financial Group
Arkansas
$762K +$358K +433 +88%
EWA
2717
Encompass Wealth Advisors
Oregon
$761K -$565K -684 -43%
CIP
2718
Convergence Investment Partners
Florida
$760K -$200K -242 -21%
RCG
2719
Regatta Capital Group
California
$759K +$16.5K +20 +2%
CWA
2720
Centerline Wealth Advisors
Kentucky
$759K -$23.1K -28 -3%
JWM
2721
JPL Wealth Management
Colorado
$758K +$15.7K +19 +2%
CWM
2722
Centurion Wealth Management
Virginia
$757K – – –
GFG
2723
Greystone Financial Group
Michigan
$757K +$50.4K +61 +7%
SNBOSD
2724
Security National Bank of So Dak
Iowa
$757K +$95.8K +116 +15%
CWP
2725
Core Wealth Partners
California
$756K +$116K +141 +18%
107 108
109
110 111