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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 %
MC
2976
Middleton & Co
Massachusetts
$526K – – –
LWP
2977
LeClair Wealth Partners
Ohio
$525K +$5.46K +7 +1%
FVWA
2978
Foster Victor Wealth Advisors
South Carolina
$523K +$11K +14 +2%
WCM
2979
Wallace Capital Management
Texas
$522K – – –
GI
2980
Gradient Investments
Minnesota
$522K -$780 -1 -0.1%
MWP
2981
Meridian Wealth Partners
Pennsylvania
$520K +$33.5K +43 +7%
SIC
2982
Shoker Investment Counsel
Ohio
$520K – – –
MHR
2983
Matthew Hamilton Rosenberg
$519K +$18.7K +24 +4%
WAM
2984
Walker Asset Management
Missouri
$519K +$780 +1 +0.2%
WBG
2985
Wharton Business Group
Pennsylvania
$518K – – –
KFP
2986
Keener Financial Planning
Texas
$517K – – –
SWIG
2987
Strategic Wealth Investment Group
Kentucky
$517K +$39.8K +51 +8%
CAM
2988
Clark Asset Management
New Hampshire
$516K +$35.9K +46 +7%
NEWAS
2989
N.E.W. Advisory Services
Wisconsin
$516K -$310K -398 -38%
FFL
2990
Financial Freedom LLC
Ohio
$515K +$46K +59 +10%
VPP
2991
Vertex Planning Partners
Illinois
$512K +$19.5K +25 +4%
HWM
2992
Howard Wealth Management
Connecticut
$511K -$7.01K -9 -1%
4A
2993
4Wealth Advisors
Illinois
$510K +$3.9K +5 +0.8%
KC
2994
Knuff & Co
California
$508K -$345K -443 -40%
WCM
2995
Wedge Capital Management
North Carolina
$507K -$67.8K -87 -12%
MIM
2996
Montgomery Investment Management
Maryland
$507K – – –
NFTC
2997
North Forty Two & Co
Oregon
$506K -$7.8K -10 -2%
ME
2998
McIlrath & Eck
Washington
$506K -$56.9K -73 -10%
TWM
2999
Tripletail Wealth Management
Florida
$505K +$505K +786 New
RS
3000
R Squared
Hong Kong
$505K +$505K +648 New
118 119
120
121 122