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Eli Lilly
LLY

Overview Fund Activity

3,871 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,773 increasing their positions, 1,395 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.57%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,773
Reduced
1,395
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$41.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$4.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$941M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$894M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.71B
3
Primecap Management
Primecap Management
California
-$1.63B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMG
2901
Signature Wealth Management Group
Georgia
$591K – – –
MTWM
2902
Masso Torrence Wealth Management
New Jersey
$590K +$4.13K +5 +0.7%
WLPWM
2903
Walled Lake Planning & Wealth Management
Illinois
$590K – – –
MWM
2904
Mascoma Wealth Management
New Hampshire
$589K -$20.6K -25 -3%
PCM
2905
Passive Capital Management
Maryland
$589K -$4.13K -5 -0.7%
VP
2906
Verum Partners
North Carolina
$587K +$23.1K +28 +4%
EFG
2907
Embree Financial Group
Illinois
$586K +$12.4K +15 +2%
CWMK
2908
Caliber Wealth Management (Kansas)
Kansas
$584K +$584K +707 New
CWA
2909
CJM Wealth Advisers
Virginia
$584K – – –
NLP
2910
Next Level Private
New York
$584K +$825 +1 +0.1%
RPGNY
2911
Retirement Planning Group (New York)
New York
$583K +$1.65K +2 +0.3%
PWA
2912
Peterson Wealth Advisors
Utah
$582K +$724 +1 +0.1%
LI
2913
LifeWealth Investments
Florida
$581K +$202K +245 +53%
AWA
2914
Acorn Wealth Advisors
Michigan
$580K +$9.09K +11 +2%
HFS
2915
Howard Financial Services
Texas
$579K +$57K +69 +11%
THCM
2916
Taylor Hoffman Capital Management
Virginia
$579K -$8.05K -10 -1%
LJHT
2917
Laurie J. Hall Trustee
$578K – – –
BI
2918
Bolthouse Investments
California
$578K – – –
HRC
2919
Hoertkorn Richard Charles
$578K – – –
BM
2920
Brandywine Managers
Delaware
$576K – – –
QPW
2921
Quantum Private Wealth
Florida
$575K -$165K -200 -22%
KCM
2922
Kaye Capital Management
California
$575K +$826 +1 +0.1%
SCA
2923
Scott Capital Advisors
Oregon
$574K +$9.91K +12 +2%
OWA
2924
Octavia Wealth Advisors
Ohio
$573K -$33.9K -41 -6%
VPWA
2925
Vestia Personal Wealth Advisors
Indiana
$573K -$69.4K -84 -11%
115 116
117
118 119