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Eli Lilly

3,907 hedge funds and large institutions have $610B invested in Eli Lilly in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,772 increasing their positions, 1,451 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $14.1B | Put options by funds: $10.7B

25% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 174

22% more repeat investments, than reductions

Existing positions increased: 1,772 | Existing positions reduced: 1,451

0% less funds holding

Funds holding: 3,9203,907 (-13)

5.58% less ownership

Funds ownership: 88.24%82.66% (-5.6%)

12% less capital invested

Capital invested by funds: $689B → $610B (-$79.3B)

27% less funds holding in top 10

Funds holding in top 10: 399291 (-108)

Holders
3,907
Holders Change
-13
Holders Change %
-0.33%
% of All Funds
51.43%
Holding in Top 10
291
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-27.07%
% of All Funds
3.83%
New
218
Increased
1,772
Reduced
1,451
Closed
174
Calls
$14.1B
Puts
$10.7B
Net Calls
+$3.4B
Net Calls Change
+$4.07B
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
2726
Falcon Wealth Planning
California
$767K +$12.4K +16 +2%
SHA
2727
Seneca House Advisors
Virginia
$764K -$103K -133 -12%
FMP
2728
Financial Management Professionals
Texas
$763K +$3.88K +5 +0.5%
RIM
2729
Reliant Investment Management
Tennessee
$763K -$17.1K -22 -2%
OBGC
2730
O'Brien Greene & Co
Pennsylvania
$763K -$2.33K -3 -0.3%
SWMP
2731
Signature Wealth Management Partners
New Jersey
$763K +$153K +197 +25%
SFGP
2732
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$762K +$5.44K +7 +0.7%
MAG
2733
MRA Advisory Group
New Jersey
$760K +$84.7K +109 +13%
PMG
2734
ProVise Management Group
Florida
$759K +$4.66K +6 +0.6%
AWM
2735
Accel Wealth Management
Iowa
$757K -$11.7K -15 -2%
TCWM
2736
Total Clarity Wealth Management
Illinois
$756K +$28K +36 +4%
TWA
2737
Talisman Wealth Advisors
New Jersey
$754K -$28.8K -37 -4%
RCG
2738
Regatta Capital Group
California
$753K +$36.5K +47 +5%
CI
2739
Cavalier Investments
Georgia
$753K
BFPW
2740
BOK Financial Private Wealth
Colorado
$753K +$315K +406 +73%
TFO
2741
Tarbox Family Office
California
$752K +$777 +1 +0.1%
NPT
2742
National Philanthropic Trust
Pennsylvania
$752K -$262K -337 -26%
AFG
2743
ABLE Financial Group
Arizona
$752K -$24.9K -32 -3%
TP
2744
Tranquility Partners
Tennessee
$750K -$6.22K -8 -0.8%
NWA
2745
New World Advisors
Massachusetts
$749K -$90.9K -117 -11%
WFS
2746
Widmann Financial Services
Maryland
$749K +$3.88K +5 +0.5%
NRD
2747
Nebula Research & Development
New York
$749K +$747K +961 New
MKC
2748
M. Kraus & Co
Vermont
$748K -$19.4K -25 -3%
GSWM
2749
Golden State Wealth Management
California
$747K -$47.4K -61 -6%
FM
2750
Foster & Motley
Ohio
$747K +$52.8K +68 +8%

LLY Hedge Fund Activity: Q2 2025 in Review

3,907 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2025, worth a combined $610B — down 12% from $689B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new LLY positions and 174 closed out — a net gain of 44 holders — while 1,772 added to existing stakes and 1,451 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.89B. The largest seller was PNC Financial Services Group, cutting an estimated $38.9B.

  • 3,907 institutional investors held Eli Lilly (LLY) as of Q2 2025, down from 3,920 in Q1 2025.
  • Funds reported $610B of Eli Lilly stock for Q2 2025, down 12% quarter-over-quarter.
  • 218 funds opened new Eli Lilly positions in Q2 2025 and 174 closed out, a net change of +44 holders.
  • The largest Eli Lilly buyer in Q2 2025 was Capital Research Global Investors, an estimated $3.89B added.
  • The largest Eli Lilly seller in Q2 2025 was PNC Financial Services Group, an estimated $38.9B sold.

Based on aggregated 13F filings for Q2 2025.