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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CICI
3001
Capital Investment Counsel Inc
North Carolina
$496K -$79.5K -103 -14%
CSWG
3002
Cardinal Strategic Wealth Guidance
Kentucky
$494K – – –
APW
3003
Aurora Private Wealth
New Jersey
$494K -$165K -214 -25%
AL
3004
Aspiriant LLC
California
$493K -$107K -139 -18%
WBCM
3005
Wilson & Boucher Capital Management
California
$493K -$78K -101 -14%
RWM
3006
Reston Wealth Management
Virginia
$492K +$2.32K +3 +0.5%
EA
3007
Emerald Advisors
Washington
$490K – – –
RTC
3008
Riverview Trust Company
Washington
$490K -$772 -1 -0.2%
JWA
3009
JFS Wealth Advisors
Pennsylvania
$489K +$1.55K +2 +0.3%
ACA
3010
Aspire Capital Advisors
Washington
$489K +$124K +160 +34%
LCGC
3011
Legacy Capital Group California
California
$489K -$941K -1,219 -66%
TFP
3012
Triune Financial Partners
Kansas
$489K – – –
HFS
3013
Howard Financial Services
Texas
$488K +$156K +202 +47%
EA
3014
Echo45 Advisors
California
$488K +$80.5K +103 +20%
SWM
3015
SilverOak Wealth Management
Minnesota
$488K +$3.86K +5 +0.8%
WWC
3016
Waypoint Wealth Counsel
Georgia
$487K -$13.1K -17 -3%
TWM
3017
TCFG Wealth Management
California
$486K -$23.2K -30 -5%
CCP
3018
Carmel Capital Partners
California
$486K +$15.4K +20 +3%
NJBEST
3019
New Jersey Better Educational Savings Trust
New Jersey
$486K – – –
GA
3020
Goldstein Advisors
Wisconsin
$484K -$14.7K -19 -3%
AAM
3021
Auxier Asset Management
Oregon
$484K – – –
GCM
3022
Gibraltar Capital Management
Oklahoma
$483K +$3.86K +5 +0.8%
MCM
3023
McDonough Capital Management
Florida
$483K +$11.6K +15 +2%
PWP
3024
Prasad Wealth Partners
Ohio
$482K +$482K +625 New
IWA
3025
Inspirion Wealth Advisors
Illinois
$482K +$18.6K +24 +4%
119 120
121
122 123