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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 %
TFO
2701
Tarbox Family Office
California
$752K +$780 +1 +0.1%
AFG
2702
ABLE Financial Group
Arizona
$752K -$24.9K -32 -3%
TP
2703
Tranquility Partners
Tennessee
$750K -$6.24K -8 -0.8%
NWA
2704
New World Advisors
Massachusetts
$749K -$91.2K -117 -11%
WFS
2705
Widmann Financial Services
Maryland
$749K +$3.9K +5 +0.5%
NRD
2706
Nebula Research & Development
New York
$749K +$749K +961 New
MKC
2707
M. Kraus & Co
Vermont
$748K -$19.5K -25 -3%
GSWM
2708
Golden State Wealth Management
California
$747K -$47.6K -61 -6%
FM
2709
Foster & Motley
Ohio
$747K +$53K +68 +8%
AWM
2710
Ariadne Wealth Management
California
$746K -$61.4K -93 -8%
PFA
2711
Plotkin Financial Advisors
Maryland
$744K – – –
CRI
2712
Colonial River Investments
Virginia
$743K +$41.1K +52 +6%
TWA
2713
Tandem Wealth Advisors
Arizona
$742K -$24.9K -32 -3%
CBT
2714
CoreFirst Bank & Trust
Kansas
$741K – – –
BWP
2715
Barlow Wealth Partners
Kentucky
$740K -$15.9M -20,416 -96%
HWM
2716
Hemington Wealth Management
Virginia
$737K -$30.4K -39 -4%
VBA
2717
von Borstel & Associates
Oregon
$736K +$6.91K +9 +0.9%
AFG
2718
Altiora Financial Group
Ohio
$736K – – –
GWAG
2719
Garrett Wealth Advisory Group
Texas
$734K -$3.9K -5 -0.5%
RAM
2720
Ramirez Asset Management
New York
$734K – – –
MVA
2721
Mount Vernon Associates
Maryland
$733K – – –
MCM
2722
McRae Capital Management
New Jersey
$730K -$81.9K -105 -10%
PBF
2723
Petix & Botte Financial
California
$730K – – –
MLA
2724
My Legacy Advisors
Oregon
$729K +$288K +364 +65%
ATIA
2725
American Trust Investment Advisors
New Hampshire
$727K -$13.3K -17 -2%
107 108
109
110 111