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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 %
TWM
2826
TCFG Wealth Management
California
$647K +$136K +175 +27%
PPC
2827
Park Place Capital
Alabama
$646K -$740K -954 -53%
GCM
2828
Goldstream Capital Management
Hong Kong
$646K – – –
CP
2829
Castleview Partners
Texas
$645K +$60.8K +78 +10%
RFA
2830
Resurgent Financial Advisors
Georgia
$641K +$76.4K +98 +14%
CPA
2831
Cardiff Park Advisors
California
$640K – – –
CWM
2832
Centricity Wealth Management
Ohio
$639K -$2.34K -3 -0.4%
TPWM
2833
Twelve Points Wealth Management
Massachusetts
$638K +$9.35K +12 +1%
OL
2834
one8zero8 LLC
North Carolina
$638K -$18.7K -24 -3%
ISWM
2835
Independent Solutions Wealth Management
New York
$635K -$52.2K -67 -8%
DAM
2836
Diamant Asset Management
Connecticut
$635K – – –
WWM
2837
WT Wealth Management
Arizona
$635K +$10.9K +14 +2%
BWM
2838
Buckley Wealth Management
Nevada
$633K +$163K +209 +35%
QFW
2839
QTR Family Wealth
Florida
$631K +$53.8K +69 +9%
NIM
2840
Nexus Investment Management
Ontario, Canada
$631K – – –
UAG
2841
United Advisor Group
Ohio
$628K +$204K +261 +48%
IA
2842
IFG Advisors
Missouri
$628K +$780 +1 +0.1%
PFG
2843
PAX Financial Group
Texas
$627K -$228K -293 -27%
LI
2844
LifeWealth Investments
Florida
$626K +$77.2K +99 +14%
AWM
2845
Avaii Wealth Management
Wisconsin
$625K +$779 +1 +0.1%
DWP
2846
Destiny Wealth Partners
Florida
$624K +$624K +801 New
RA
2847
Riverstone Advisors
Texas
$624K -$121K -155 -16%
HW
2848
HORAN Wealth
Ohio
$624K +$624K +800 New
LFS
2849
Legacy Financial Strategies
Kansas
$623K +$55.4K +71 +10%
CPC
2850
Consolidated Planning Corp
Georgia
$621K -$231K -296 -27%
112 113
114
115 116