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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 %
KC
2751
Knuff & Co
California
$694K -$107K -139 -13%
QPW
2752
Quantum Private Wealth
Florida
$692K +$154K +200 +29%
NWAG
2753
Net Worth Advisory Group
Utah
$691K -$18.5K -24 -3%
PAI
2754
Pittenger & Anderson Inc
Nebraska
$689K -$303K -392 -31%
MWP
2755
Madison Wealth Partners
Wisconsin
$687K -$3.09K -4 -0.4%
HFS
2756
Horizon Financial Services
North Carolina
$687K – – –
KFI
2757
Key Financial Inc
Pennsylvania
$686K +$3.86K +5 +0.6%
NCM
2758
Next Capital Management
New York
$683K -$18.5K -24 -3%
WF
2759
WinCap Financial
Massachusetts
$683K +$683K +885 New
FWP
2760
Falcon Wealth Planning
California
$682K +$111K +144 +19%
SCM
2761
Sage Capital Management
New Jersey
$682K -$107K -139 -14%
AT
2762
Avalon Trust
New Mexico
$680K +$8.49K +11 +1%
AIM
2763
Advyzon Investment Management
Illinois
$678K +$678K +878 New
ISWM
2764
Independent Solutions Wealth Management
New York
$676K +$2.32K +3 +0.3%
APW
2765
Austin Private Wealth
Texas
$676K +$122K +158 +22%
SFG
2766
Sunburst Financial Group
Alabama
$675K +$7.72K +10 +1%
MWA
2767
Motive Wealth Advisors
Michigan
$675K +$54K +70 +9%
BCM
2768
Berbice Capital Management
New York
$673K +$673K +872 New
GWWM
2769
Great Waters Wealth Management
Minnesota
$673K -$31.6K -41 -4%
TFA
2770
Teamwork Financial Advisors
Texas
$672K -$303K -393 -31%
DFG
2771
Demars Financial Group
Washington
$672K +$671K +518,192 +77,112%
NAMP
2772
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$672K -$57.9K -75 -8%
CJH
2773
Christopher J. Hasenberg
Wisconsin
$672K – – –
DIA
2774
Dean Investment Associates
Ohio
$672K – – –
IA
2775
Insight Advisors
Pennsylvania
$668K -$63.5K -82 -9%
109 110
111
112 113