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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 %
DJYG
2776
David J. Yvars Group
Florida
$686K -$81.9K -105 -11%
CWA
2777
Consilio Wealth Advisors
Washington
$684K -$8.53K -11 -1%
CFGA
2778
Cambridge Financial Group (Arizona)
Arizona
$683K -$205K -263 -23%
CANC
2779
Culbertson A N & Co
Virginia
$683K +$95.9K +123 +16%
CWMK
2780
Caliber Wealth Management (Kansas)
Kansas
$683K +$132K +169 +24%
ATC
2781
Advantage Trust Company
Kansas
$683K +$145K +186 +27%
WFA
2782
WMG Financial Advisors
Tennessee
$680K -$67.8K -87 -9%
PIN
2783
Prudent Investors Network
California
$680K -$10.1K -13 -1%
DIA
2784
Dean Investment Associates
Ohio
$678K – – –
MCM
2785
Morton Capital Management
California
$678K +$88.8K +114 +15%
GWM
2786
Graybill Wealth Management
Illinois
$677K -$1.56K -2 -0.2%
HCM
2787
Hollencrest Capital Management
California
$676K -$320K -411 -32%
IAG
2788
Investment Advisory Group
Massachusetts
$676K +$16.4K +21 +2%
SSWM
2789
Strait & Sound Wealth Management
California
$675K -$50.7K -65 -7%
SAM
2790
Sherman Asset Management
California
$675K – – –
PIC
2791
Portland Investment Counsel
Ontario, Canada
$674K – – –
WOSD
2792
WFA of San Diego
California
$674K +$674K +865 New
BMCM
2793
Burns Matteson Capital Management
New York
$672K -$19.5K -25 -3%
GSB
2794
Greenfield Savings Bank
Massachusetts
$671K +$3.12K +4 +0.5%
MWM
2795
McNaughton Wealth Management
California
$670K -$9.35K -12 -1%
LGW
2796
Leslie Global Wealth
Illinois
$670K +$397K +509 +145%
RIA
2797
Realta Investment Advisors
Delaware
$669K -$25K -32 -4%
PP
2798
PrairieView Partners
Minnesota
$667K – – –
KOCAA
2799
Knights of Columbus Asset Advisors
Connecticut
$664K -$14K -18 -2%
GA
2800
GFS Advisors
Texas
$664K +$161K +207 +32%
110 111
112
113 114