LLY icon

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 %
LWP
2951
LeClair Wealth Partners
Ohio
$551K +$826 +1 +0.2%
SIC
2952
Shoker Investment Counsel
Ohio
$551K – – –
HWM
2953
Howard Wealth Management
Connecticut
$549K +$5.78K +7 +1%
SWM
2954
Seaside Wealth Management
California
$549K +$12.4K +15 +2%
GA
2955
Goldstein Advisors
Wisconsin
$549K +$31.4K +38 +6%
WBG
2956
Wharton Business Group
Pennsylvania
$549K +$49.5K +60 +10%
WAM
2957
Walker Asset Management
Missouri
$548K -$24K -29 -4%
ST
2958
Somerset Trust
Pennsylvania
$548K -$1.65K -2 -0.3%
KFP
2959
Keener Financial Planning
Texas
$548K +$107K +130 +24%
BOSSRA
2960
B.O.S.S. Retirement Advisors
Utah
$546K +$116K +140 +27%
BCM
2961
BluePointe Capital Management
California
$545K +$227K +275 +71%
CAG
2962
Centerpoint Advisory Group
Kansas
$545K -$4.96K -6 -0.9%
ABTD
2963
Arvest Bank Trust Division
Oklahoma
$545K +$153K +185 +39%
JHC
2964
J. Hagan Capital
Kentucky
$544K +$544K +705 New
NFTC
2965
North Forty Two & Co
Oregon
$544K +$4.13K +5 +0.8%
AL
2966
Aspiriant LLC
California
$542K +$14K +17 +3%
TWM
2967
TCFG Wealth Management
California
$541K +$20.6K +25 +4%
DAM
2968
Delta Asset Management
Tennessee
$540K – – –
FWP
2969
Forefront Wealth Partners
Texas
$539K +$86.7K +105 +19%
RCA
2970
Runnymede Capital Advisors
Ohio
$539K -$2.48K -3 -0.5%
RWM
2971
Reston Wealth Management
Virginia
$538K +$12.4K +15 +2%
IA
2972
IMZ Advisory
Florida
$538K -$8.25K -10 -2%
TB
2973
Terril Brothers
Missouri
$537K -$130K -158 -20%
MIM
2974
Montgomery Investment Management
Maryland
$537K – – –
AFA
2975
Arlington Financial Advisors
California
$537K +$117K +142 +28%
117 118
119
120 121