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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 %
MFG
2801
Menard Financial Group
Texas
$663K -$23.4K -30 -3%
NWM
2802
Northwest Wealth Management
Iowa
$663K -$291K -373 -30%
CCAL
2803
City Center Advisors LLC
Michigan
$663K +$19.5K +25 +3%
ACC
2804
Acorn Creek Capital
Colorado
$662K -$33.5K -43 -5%
MLRA
2805
Main Line Retirement Advisors
Montana
$662K +$16.4K +21 +3%
TA
2806
Tactive Advisors
Florida
$662K +$662K +849 New
MWM
2807
MBE Wealth Management
Wisconsin
$660K +$17.9K +23 +3%
GAM
2808
GEM Asset Management
Michigan
$660K -$44.1K -57 -6%
FFG
2809
Fiduciary Financial Group
California
$659K +$47.4K +61 +8%
HWA
2810
HMV Wealth Advisors
Louisiana
$659K -$592K -759 -47%
PA
2811
PFW Advisors
Georgia
$659K -$7.8K -10 -1%
GG
2812
Greenwood Gearhart
Arkansas
$659K -$5.46K -7 -0.8%
MPIA
2813
Mountain Pacific Investment Advisers
Idaho
$658K +$381K +489 +138%
FA
2814
Fountainhead AM
New Jersey
$657K -$780 -1 -0.1%
SCA
2815
Sulzberger Capital Advisors
Florida
$656K -$56.1K -72 -8%
LSWP
2816
Liberty Square Wealth Partners
Pennsylvania
$655K +$88.9K +114 +16%
CCS
2817
Concentric Capital Strategies
Connecticut
$655K +$655K +840 New
PWA
2818
Peterson Wealth Advisors
Utah
$654K +$27.3K +35 +4%
DA
2819
Detalus Advisors
Missouri
$654K -$5.46K -7 -0.8%
JWM
2820
JPL Wealth Management
Colorado
$653K -$62.4K -80 -9%
TWM
2821
Trueblood Wealth Management
Ohio
$653K +$5.46K +7 +0.8%
CIP
2822
Convergence Investment Partners
Florida
$653K -$63.9K -82 -9%
SNBOSD
2823
Security National Bank of So Dak
Iowa
$652K -$61.6K -79 -9%
EFG
2824
Embree Financial Group
Illinois
$651K +$98.2K +126 +18%
EWA
2825
Encompass Wealth Advisors
Oregon
$651K -$67K -86 -9%
111 112
113
114 115