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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 %
SFS
3001
Symphony Financial Services
Ohio
$519K -$121K -147 -19%
BWM
3002
Baron Wealth Management
Michigan
$518K +$71.9K +87 +16%
CWM
3003
Chemistry Wealth Management
New York
$517K -$89.2K -108 -15%
OPWM
3004
Oakwell Private Wealth Management
Texas
$516K +$131K +158 +34%
PWP
3005
Prasad Wealth Partners
Ohio
$516K – – –
MWP
3006
Meridian Wealth Partners
Pennsylvania
$516K -$38.8K -47 -7%
WTFG
3007
Wood Tarver Financial Group
Idaho
$515K – – –
VIA
3008
Victrix Investment Advisors
Florida
$514K -$595K -650 -54%
LFG
3009
Lockerman Financial Group
California
$514K +$2.48K +3 +0.5%
CA
3010
Carson Advisory
Georgia
$514K -$20.6K -25 -4%
RTC
3011
Riverview Trust Company
Washington
$513K -$11.6K -14 -2%
RGC
3012
Roberts, Glore & Co
Illinois
$513K +$10.7K +13 +2%
AP
3013
Atwood & Palmer
Missouri
$512K +$72.7K +88 +17%
CBTWT
3014
Community Bank & Trust (Waco, Texas)
Texas
$512K – – –
NC
3015
NBW Capital
Massachusetts
$511K -$103K -125 -17%
KW
3016
Keyvantage Wealth
Pennsylvania
$511K -$523K -634 -51%
HCMG
3017
Howard Capital Management Group
California
$510K – – –
SGCA
3018
Steel Grove Capital Advisors
Tennessee
$510K -$52.1K -63 -9%
VCP
3019
Vista Capital Partners
Oregon
$510K -$792K -959 -61%
PWP
3020
Parkwoods Wealth Partners
New York
$510K +$21.5K +26 +4%
CAM
3021
Clark Asset Management
New Hampshire
$509K +$132K +160 +35%
AAM
3022
Auxier Asset Management
Oregon
$508K -$9.91K -12 -2%
SPA
3023
Sentinel Pension Advisors
Massachusetts
$507K +$826 +1 +0.2%
PWM
3024
PBMares Wealth Management
Virginia
$507K +$11.6K +14 +2%
MCCA
3025
Mill Creek Capital Advisors
Pennsylvania
$506K +$169K +204 +50%
119 120
121
122 123