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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 %
SWMG
2926
Signature Wealth Management Group
Georgia
$557K – – –
WLPWM
2927
Walled Lake Planning & Wealth Management
Illinois
$557K – – –
RPGNY
2928
Retirement Planning Group (New York)
New York
$557K +$6.24K +8 +1%
MWM
2929
Mascoma Wealth Management
New Hampshire
$556K – – –
BONH
2930
Bank of New Hampshire
New Hampshire
$554K -$7.8K -10 -1%
CPCM
2931
Cardinal Point Capital Management
Ontario, Canada
$554K +$229K +294 +71%
PCM
2932
Passive Capital Management
Maryland
$553K – – –
WAS
2933
WESPAC Advisors SoCal
California
$553K -$90.4K -116 -14%
NLP
2934
Next Level Private
New York
$553K +$1.56K +2 +0.3%
PAWA
2935
Palo Alto Wealth Advisors
California
$552K -$3.12K -4 -0.6%
DG
2936
DMC Group
Alabama
$551K -$50.7K -65 -8%
CWA
2937
CJM Wealth Advisers
Virginia
$551K – – –
RWM
2938
Reston Wealth Management
Virginia
$551K +$42.9K +55 +8%
AWA
2939
Acorn Wealth Advisors
Michigan
$550K +$3.12K +4 +0.6%
VCP
2940
Vista Capital Partners
Oregon
$550K +$68.6K +88 +14%
PWP
2941
Parkwoods Wealth Partners
New York
$548K +$67K +86 +14%
TB
2942
Terril Brothers
Missouri
$548K +$41.3K +53 +8%
KCM
2943
Kaye Capital Management
California
$546K +$3.9K +5 +0.7%
WB
2944
West Bancorporation
Iowa
$546K +$106K +136 +24%
FWM
2945
Focused Wealth Management
New York
$546K -$110K -141 -17%
PWM
2946
Palacios Wealth Management
Florida
$546K -$7.82M -10,026 -93%
LJHT
2947
Laurie J. Hall Trustee
$546K – – –
HRC
2948
Hoertkorn Richard Charles
$546K – – –
PG
2949
Proffitt & Goodson
Tennessee
$546K +$520K +667 +2,021%
VPWA
2950
Vestia Personal Wealth Advisors
Indiana
$546K +$4.68K +6 +0.9%
116 117
118
119 120