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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 %
CAM
2826
Cacti Asset Management
Georgia
$619K -$155K -200 -20%
MA
2827
Modus Advisors
Minnesota
$618K +$248K +321 +67%
SNBOSD
2828
Security National Bank of So Dak
Iowa
$618K – – –
MA
2829
MSA Advisors
California
$618K – – –
WWM
2830
WT Wealth Management
Arizona
$618K – – –
MTIM
2831
Marathon Trading Investment Management
Pennsylvania
$618K +$618K +800 New
WCFA
2832
Walkner Condon Financial Advisors
Wisconsin
$616K -$106K -137 -15%
CCT
2833
Capital City Trust
Florida
$616K -$18.5K -24 -3%
STA
2834
Smith Thornton Advisors
Alabama
$613K +$259K +335 +73%
GWM
2835
Greenhouse Wealth Management
Connecticut
$613K – – –
EFN
2836
Equita Financial Network
Pennsylvania
$612K -$23.2K -30 -4%
FA
2837
Fountainhead AM
New Jersey
$611K +$109K +141 +22%
CWM
2838
C2C Wealth Management
Arizona
$610K – – –
HL
2839
HeadInvest LLC
Maine
$610K +$71K +92 +13%
HPFG
2840
Hart & Patterson Financial Group
Massachusetts
$609K -$10K -13 -2%
AWM
2841
Avaii Wealth Management
Wisconsin
$609K -$23.9K -31 -4%
MI
2842
Motiv8 Investments
Florida
$607K – – –
PPW
2843
Pasadena Private Wealth
California
$607K +$772 +1 +0.1%
WHC
2844
Wulff, Hansen & Co
California
$606K – – –
ACM
2845
Adalta Capital Management
New York
$606K – – –
AWCI
2846
Alpine Woods Capital Investors
New York
$604K +$7.72K +10 +1%
WHCI
2847
W.H. Cornerstone Investments
Massachusetts
$604K -$214K -277 -26%
TPWA
2848
Twin Peaks Wealth Advisors
California
$604K +$36.3K +47 +6%
JTWM
2849
Jackson Thornton Wealth Management
Alabama
$601K +$164K +213 +38%
VPWA
2850
Vestia Personal Wealth Advisors
Indiana
$601K +$8.49K +11 +1%
112 113
114
115 116