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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 %
CA
3001
Carson Advisory
Georgia
$504K +$19.5K +25 +4%
SAA
3002
Southeast Asset Advisors
Georgia
$504K +$88.9K +114 +21%
IA
3003
IMZ Advisory
Florida
$504K +$772 +1 +0.2%
CCP
3004
Carmel Capital Partners
California
$504K -$2.34K -3 -0.5%
ABTD
3005
Arvest Bank Trust Division
Oklahoma
$503K -$11.7K -15 -2%
BFAG
3006
Blackston Financial Advisory Group
Florida
$502K +$25K +32 +5%
CFAM
3007
Center For Asset Management
Florida
$502K -$774 -1 -0.2%
DAM
3008
Delta Asset Management
Tennessee
$502K -$7.8K -10 -2%
DTC
3009
Davidson Trust Company
Washington
$502K -$164K -211 -25%
PHS
3010
Pekin Hardy Strauss
Illinois
$502K +$11.7K +15 +2%
CWM
3011
Chemistry Wealth Management
New York
$502K +$14K +18 +3%
JTWM
3012
Jackson Thornton Wealth Management
Alabama
$501K -$66.9K -86 -12%
BWM
3013
Baron Wealth Management
Michigan
$501K +$11.7K +15 +2%
BBW
3014
Blue Barn Wealth
Utah
$500K +$39K +50 +8%
EWM
3015
Elmwood Wealth Management
California
$498K +$780 +1 +0.2%
ST
3016
Somerset Trust
Pennsylvania
$498K -$19.5K -25 -4%
MAG
3017
M3 Advisory Group
Massachusetts
$496K +$23.4K +30 +5%
OWA
3018
Octavia Wealth Advisors
Ohio
$496K -$45.2K -58 -8%
TM
3019
TigerOak Management
New Mexico
$496K -$31.2K -40 -6%
GA
3020
Goldstein Advisors
Wisconsin
$496K -$22.6K -29 -4%
BCM
3021
Berbice Capital Management
New York
$493K -$203K -260 -29%
AL
3022
Aspiriant LLC
California
$492K -$19.5K -25 -4%
CCM
3023
Charter Capital Management
Wisconsin
$491K +$491K +629 New
WWC
3024
Waypoint Wealth Counsel
Georgia
$490K -$127K -163 -21%
JWA
3025
JFS Wealth Advisors
Pennsylvania
$490K -$4.68K -6 -0.9%
119 120
121
122 123