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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 %
MTC
2901
McDaniel Terry & Co
Texas
$579K -$26.5K -34 -4%
BC
2902
Barrett & Company
Rhode Island
$579K +$2.34K +3 +0.4%
AIP
2903
Almanack Investment Partners
Pennsylvania
$576K -$218K -280 -27%
PBO
2904
Peoples Bank (Ohio)
Ohio
$576K -$21.8K -28 -4%
ACGA
2905
Atlanta Consulting Group Advisors
Georgia
$575K -$3.9K -5 -0.7%
MAM
2906
MWA Asset Management
Massachusetts
$574K +$285K +366 +98%
TWM
2907
Topsail Wealth Management
North Carolina
$573K -$32K -41 -5%
AW
2908
Avion Wealth
Texas
$572K +$43.6K +56 +8%
KFI
2909
Key Financial Inc
Pennsylvania
$571K -$121K -155 -17%
MMEA
2910
Main Management ETF Advisors
California
$571K +$9.35K +12 +2%
PA
2911
Planning Alternatives
Michigan
$571K -$115K -148 -17%
RA
2912
Rise Advisors
New York
$571K +$10.1K +13 +2%
MTWM
2913
Masso Torrence Wealth Management
New Jersey
$569K +$12.5K +16 +2%
SIS
2914
Strategic Investment Solutions
Illinois
$569K +$39.8K +51 +8%
SCM
2915
Sage Capital Management
New Jersey
$568K +$1.56K +2 +0.3%
OA
2916
Oxbow Advisors
Texas
$566K -$170K -218 -23%
FWP
2917
Firethorn Wealth Partners
Georgia
$565K -$146K -187 -21%
RWM
2918
Revisor Wealth Management
Ohio
$565K +$56.9K +72 +11%
SWA
2919
SOA Wealth Advisors
New York
$564K +$204K +6,430 +57%
JCM
2920
J2 Capital Management
Michigan
$563K +$197K +253 +54%
MF
2921
Montis Financial
Massachusetts
$562K – – –
CFA
2922
CWS Financial Advisors
Michigan
$561K – – –
THCM
2923
Taylor Hoffman Capital Management
Virginia
$560K – – –
BMWS
2924
Brady Martz Wealth Solutions
North Dakota
$560K -$59.3K -76 -10%
WWP
2925
Wise Wealth Partners
Arizona
$559K +$208K +267 +59%
115 116
117
118 119