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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 %
HWM
2901
Hohimer Wealth Management
Washington
$559K +$238K +308 +74%
USWIA
2902
UP Strategic Wealth Investment Advisors
Pennsylvania
$557K -$152K -197 -21%
MCM
2903
Morton Capital Management
California
$556K – – –
LAM
2904
Lakewood Asset Management
Illinois
$556K -$7.72K -10 -1%
PCM
2905
Passive Capital Management
Maryland
$554K – – –
CFA
2906
CWS Financial Advisors
Michigan
$554K -$373K -483 -40%
SWMG
2907
Signature Wealth Management Group
Georgia
$552K – – –
NEWAS
2908
N.E.W. Advisory Services
Wisconsin
$551K -$5.4K -7 -1%
WLPWM
2909
Walled Lake Planning & Wealth Management
Illinois
$551K – – –
RWM
2910
Revisor Wealth Management
Ohio
$551K -$372K -478 -40%
TFGT
2911
TS Financial Group (TSFG)
Illinois
$550K -$62.5K -81 -10%
MMEA
2912
Main Management ETF Advisors
California
$550K -$49.4K -64 -8%
MTWM
2913
Masso Torrence Wealth Management
New Jersey
$547K +$4.63K +6 +0.9%
RA
2914
Rational Advisors
New York
$547K -$2.23M -2,892 -80%
CWA
2915
CJM Wealth Advisers
Virginia
$546K -$19.3K -25 -3%
NLP
2916
Next Level Private
New York
$545K – – –
EBA
2917
Eagle Bay Advisors
New York
$545K -$60.2K -78 -10%
SCA
2918
Scott Capital Advisors
Oregon
$545K -$43.9K -55 -7%
PW
2919
PUREfi Wealth
Massachusetts
$544K +$544K +705 New
RPGNY
2920
Retirement Planning Group (New York)
New York
$544K +$544K +704 New
KL
2921
KilterHowling LLC
Colorado
$543K – – –
CP
2922
Castleview Partners
Texas
$542K +$234K +301 +76%
NHT
2923
New Hampshire Trust
New Hampshire
$540K -$3.09K -4 -0.6%
HRC
2924
Hoertkorn Richard Charles
$540K – – –
TWA
2925
Tandem Wealth Advisors
Arizona
$540K +$36.3K +47 +7%
115 116
117
118 119