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Eli Lilly

3,907 hedge funds and large institutions have $610B invested in Eli Lilly in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,772 increasing their positions, 1,451 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $14.1B | Put options by funds: $10.7B

25% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 174

22% more repeat investments, than reductions

Existing positions increased: 1,772 | Existing positions reduced: 1,451

0% less funds holding

Funds holding: 3,9203,907 (-13)

5.58% less ownership

Funds ownership: 88.24%82.66% (-5.6%)

12% less capital invested

Capital invested by funds: $689B → $610B (-$79.3B)

27% less funds holding in top 10

Funds holding in top 10: 399291 (-108)

Holders
3,907
Holders Change
-13
Holders Change %
-0.33%
% of All Funds
51.43%
Holding in Top 10
291
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-27.07%
% of All Funds
3.83%
New
218
Increased
1,772
Reduced
1,451
Closed
174
Calls
$14.1B
Puts
$10.7B
Net Calls
+$3.4B
Net Calls Change
+$4.07B
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
2951
Key Financial Inc
Pennsylvania
$571K -$120K -155 -17%
MMEA
2952
Main Management ETF Advisors
California
$571K +$9.32K +12 +2%
PA
2953
Planning Alternatives
Michigan
$571K -$115K -148 -17%
RA
2954
Rise Advisors
New York
$571K +$10.1K +13 +2%
MTWM
2955
Masso Torrence Wealth Management
New Jersey
$569K +$12.4K +16 +2%
SIS
2956
Strategic Investment Solutions
Illinois
$569K +$39.6K +51 +8%
SCM
2957
Sage Capital Management
New Jersey
$568K +$1.55K +2 +0.3%
OA
2958
Oxbow Advisors
Texas
$566K -$169K -218 -23%
FWP
2959
Firethorn Wealth Partners
Georgia
$565K -$145K -187 -21%
RWM
2960
Revisor Wealth Management
Ohio
$565K +$55.9K +72 +11%
SWA
2961
SOA Wealth Advisors
New York
$564K +$5M +6,430 +57%
JCM
2962
J2 Capital Management
Michigan
$563K +$197K +253 +54%
MF
2963
Montis Financial
Massachusetts
$562K
CFA
2964
CWS Financial Advisors
Michigan
$561K
THCM
2965
Taylor Hoffman Capital Management
Virginia
$560K
BMWS
2966
Brady Martz Wealth Solutions
North Dakota
$560K -$59.1K -76 -10%
WWP
2967
Wise Wealth Partners
Arizona
$559K +$207K +267 +59%
SWMG
2968
Signature Wealth Management Group
Georgia
$557K
WLPWM
2969
Walled Lake Planning & Wealth Management
Illinois
$557K
RPGNY
2970
Retirement Planning Group (New York)
New York
$557K +$6.22K +8 +1%
MWM
2971
Mascoma Wealth Management
New Hampshire
$556K
BONH
2972
Bank of New Hampshire
New Hampshire
$554K -$7.77K -10 -1%
CPCM
2973
Cardinal Point Capital Management
Ontario, Canada
$554K +$228K +294 +71%
PCM
2974
Passive Capital Management
Maryland
$553K
WAS
2975
WESPAC Advisors SoCal
California
$553K -$90.1K -116 -14%

LLY Hedge Fund Activity: Q2 2025 in Review

3,907 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2025, worth a combined $610B — down 12% from $689B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new LLY positions and 174 closed out — a net gain of 44 holders — while 1,772 added to existing stakes and 1,451 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.89B. The largest seller was PNC Financial Services Group, cutting an estimated $38.9B.

  • 3,907 institutional investors held Eli Lilly (LLY) as of Q2 2025, down from 3,920 in Q1 2025.
  • Funds reported $610B of Eli Lilly stock for Q2 2025, down 12% quarter-over-quarter.
  • 218 funds opened new Eli Lilly positions in Q2 2025 and 174 closed out, a net change of +44 holders.
  • The largest Eli Lilly buyer in Q2 2025 was Capital Research Global Investors, an estimated $3.89B added.
  • The largest Eli Lilly seller in Q2 2025 was PNC Financial Services Group, an estimated $38.9B sold.

Based on aggregated 13F filings for Q2 2025.