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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 %
HFF
2876
Halter Ferguson Financial
Indiana
$602K -$254K -326 -30%
MCM
2877
McDonough Capital Management
Florida
$601K +$21K +27 +4%
CICI
2878
Capital Investment Counsel Inc
North Carolina
$601K +$69.4K +89 +13%
GCM
2879
Gladius Capital Management
Illinois
$600K -$1.67M -2,143 -74%
SL
2880
Sentinus LLC
Illinois
$599K +$40.5K +52 +7%
GWWM
2881
Great Waters Wealth Management
Minnesota
$599K -$1.56K -2 -0.3%
RMP
2882
Richards, Merrill & Peterson
Washington
$598K +$122K +156 +26%
ACA
2883
Anchor Capital Advisors
Massachusetts
$598K – – –
BOSSRA
2884
B.O.S.S. Retirement Advisors
Utah
$597K +$81.9K +105 +16%
LPAM
2885
Lodestar Private Asset Management
California
$595K -$37.4K -48 -6%
DIP
2886
DT Investment Partners
Pennsylvania
$594K – – –
SC
2887
Soundwatch Capital
Connecticut
$593K +$593K +489,331 New
DSC
2888
Duncker Streett & Co
Missouri
$593K – – –
DFG
2889
Demars Financial Group
Washington
$590K -$482M -618,761 -100%
AFM
2890
Armstrong Fleming & Moore
District of Columbia
$590K +$391K +501 +196%
SCM
2891
SOL Capital Management
Maryland
$589K – – –
CWM
2892
Cherrydale Wealth Management
New Jersey
$588K +$15.6K +20 +3%
EBA
2893
Eagle Bay Advisors
New York
$588K +$17.9K +23 +3%
ALA
2894
Atlas Legacy Advisors
California
$588K -$13.3K -17 -2%
AWCI
2895
Alpine Woods Capital Investors
New York
$585K – – –
PGA
2896
Portland Global Advisors
Maine
$585K +$4.68K +6 +0.8%
TFGT
2897
TS Financial Group (TSFG)
Illinois
$584K -$13.3K -17 -2%
GF
2898
GGM Financials
Ohio
$583K +$780 +1 +0.1%
OL
2899
Owen LaRue
Kentucky
$581K -$1.99M -2,548 -77%
AF
2900
Atala Financial
California
$581K – – –
114 115
116
117 118