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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
DBRC
3001
D.B. Root & Company
Pennsylvania
$539K +$231K +297 +75%
SWM
3002
Seaside Wealth Management
California
$539K +$20.2K +26 +4%
CI
3003
Corient IA
Florida
$538K
CFC
3004
Client First Capital
California
$538K +$536K +690 New
MP
3005
McDonald Partners
Ohio
$537K -$296K -381 -36%
SWA
3006
Sax Wealth Advisors
New Jersey
$537K +$66.8K +86 +14%
PWM
3007
PBMares Wealth Management
Virginia
$536K +$56.7K +73 +12%
AWAP
3008
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$533K
PIA
3009
Powell Investment Advisors
Florida
$532K
VCWA
3010
Vanguard Capital Wealth Advisors
Colorado
$532K +$99.5K +128 +23%
IWA
3011
Inspirion Wealth Advisors
Illinois
$532K +$4.66K +6 +0.9%
LCM
3012
Lazari Capital Management
California
$532K -$3.11K -4 -0.6%
Members Trust
3013
Members Trust
Florida
$532K +$55.9K +72 +12%
KIM
3014
Karpus Investment Management
New York
$530K
VAM
3015
Verity Asset Management
North Carolina
$529K -$500K -644 -49%
CC
3016
Cypress Capital
Tennessee
$529K +$131K +169 +33%
CCA
3017
Carrera Capital Advisors
Michigan
$527K +$33.4K +43 +7%
MC
3018
Middleton & Co
Massachusetts
$526K
LWP
3019
LeClair Wealth Partners
Ohio
$525K +$5.44K +7 +1%
FVWA
3020
Foster Victor Wealth Advisors
South Carolina
$523K +$10.9K +14 +2%
WCM
3021
Wallace Capital Management
Texas
$522K
GI
3022
Gradient Investments
Minnesota
$522K -$777 -1 -0.1%
FSBI
3023
Fearless Solutions (Best Invest)
Texas
$521K -$10.9K -14 -2%
MWP
3024
Meridian Wealth Partners
Pennsylvania
$520K +$33.4K +43 +7%
SIC
3025
Shoker Investment Counsel
Ohio
$520K

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.