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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 %
MLFP
2951
MPS Loria Financial Planners
Illinois
$545K +$10.1K +13 +2%
WIM
2952
Warwick Investment Management
Texas
$544K +$19.5K +25 +4%
FF
2953
Francis Financial
$543K +$21K +27 +4%
BM
2954
Brandywine Managers
Delaware
$543K – – –
EC
2955
Eaton-Cambridge
Arizona
$543K +$3.9K +5 +0.7%
THL
2956
Tillman Hartley LLC
Colorado
$542K +$72.5K +93 +15%
NHT
2957
New Hampshire Trust
New Hampshire
$539K +$18.7K +24 +4%
EFL
2958
ERn Financial LLC
Wisconsin
$539K -$640K -821 -54%
DBRC
2959
D.B. Root & Company
Pennsylvania
$539K +$232K +297 +75%
SWM
2960
Seaside Wealth Management
California
$539K +$20.3K +26 +4%
CI
2961
Corient IA
Florida
$538K – – –
CFC
2962
Client First Capital
California
$538K +$538K +690 New
MP
2963
McDonald Partners
Ohio
$537K -$297K -381 -36%
SWA
2964
Sax Wealth Advisors
New Jersey
$537K +$67K +86 +14%
PWM
2965
PBMares Wealth Management
Virginia
$536K +$56.9K +73 +12%
AWAP
2966
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$533K – – –
PIA
2967
Powell Investment Advisors
Florida
$532K – – –
VCWA
2968
Vanguard Capital Wealth Advisors
Colorado
$532K +$99.8K +128 +23%
IWA
2969
Inspirion Wealth Advisors
Illinois
$532K +$4.68K +6 +0.9%
LCM
2970
Lazari Capital Management
California
$532K -$3.12K -4 -0.6%
Members Trust
2971
Members Trust
Florida
$532K +$56.1K +72 +12%
KIM
2972
Karpus Investment Management
New York
$530K – – –
VAM
2973
Verity Asset Management
North Carolina
$529K -$503K -644 -49%
CC
2974
Cypress Capital
Tennessee
$529K +$132K +169 +33%
CCA
2975
Carrera Capital Advisors
Michigan
$527K +$33.5K +43 +7%
117 118
119
120 121