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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 %
CF
2751
Claris Financial
Virginia
$702K -$17.9K -23 -2%
DA
2752
Drake & Associates
Wisconsin
$702K +$42.1K +54 +6%
PAMG
2753
Patton Albertson Miller Group
Tennessee
$702K -$7.8K -10 -1%
HA
2754
Harbor Advisors
Florida
$702K – – –
PCP
2755
Perbak Capital Partners
United Kingdom
$701K +$701K +899 New
ML
2756
Mayport LLC
Massachusetts
$700K +$5.45K +7 +0.8%
LCWP
2757
Legacy Capital Wealth Partners
Arkansas
$700K -$158K -203 -18%
BWFA
2758
Baltimore-Washington Financial Advisors
Maryland
$700K +$38.2K +49 +6%
HR
2759
Howe & Rusling
New York
$698K +$366K +469 +110%
LWM
2760
Laidlaw Wealth Management
New York
$698K -$780 -1 -0.1%
TCOTS
2761
Trust Company of the South
North Carolina
$698K – – –
HFM
2762
Hartford Financial Management
Connecticut
$697K -$10.9M -14,000 -94%
WCFA
2763
Walkner Condon Financial Advisors
Wisconsin
$697K +$14.8K +19 +2%
YP
2764
YANKCOM Partnership
South Dakota
$697K +$3.9K +5 +0.6%
HFS
2765
Horizon Financial Services
North Carolina
$695K – – –
KPP
2766
Kings Path Partners
Texas
$695K +$695K +891 New
LCM
2767
Legato Capital Management
California
$692K -$441K -566 -39%
CAM
2768
Councilmark Asset Management
Tennessee
$691K – – –
EI
2769
eCIO Inc
Wisconsin
$691K – – –
BW
2770
BIP Wealth
Georgia
$690K -$93.6K -120 -12%
RWP
2771
Ridgecrest Wealth Partners
California
$689K -$21K -27 -3%
TPWA
2772
Twin Peaks Wealth Advisors
California
$689K +$160K +250 +30%
WH
2773
Willner & Heller
California
$689K +$23.4K +30 +4%
MAC
2774
Mason & Associates (California)
California
$688K – – –
AT
2775
Avalon Trust
New Mexico
$687K – – –
109 110
111
112 113