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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 %
LTI
3026
Laffer Tengler Investments
Tennessee
$489K +$489K +627 New
EA
3027
Ergawealth Advisors
Illinois
$488K +$18.7K +24 +4%
FC
3028
Fairscale Capital
New Hampshire
$488K +$90.3K +122 +23%
RCA
3029
Runnymede Capital Advisors
Ohio
$486K -$23.4K -30 -5%
NFG
3030
Northeast Financial Group
Pennsylvania
$486K -$10.9K -14 -2%
MQWP
3031
Morey & Quinn Wealth Partners
Nebraska
$486K +$79.5K +102 +20%
WHCI
3032
W.H. Cornerstone Investments
Massachusetts
$485K -$77.1K -99 -14%
KL
3033
KilterHowling LLC
Colorado
$485K – – –
WTFG
3034
Wood Tarver Financial Group
Idaho
$485K – – –
LFG
3035
Lockerman Financial Group
California
$484K -$780 -1 -0.2%
RGC
3036
Roberts, Glore & Co
Illinois
$484K – – –
CBTWT
3037
Community Bank & Trust (Waco, Texas)
Texas
$483K – – –
PCA
3038
Providence Capital Advisors
North Carolina
$483K +$91.2K +117 +23%
HA
3039
Helium Advisors
Washington
$482K -$54.6K -70 -10%
HCMG
3040
Howard Capital Management Group
California
$482K – – –
CC
3041
Commons Capital
Massachusetts
$482K +$71.7K +92 +17%
TPW
3042
TL Private Wealth
Texas
$481K – – –
OPWM
3043
Oakwell Private Wealth Management
Texas
$480K -$7.02K -9 -1%
BDPWM
3044
Barnes Dennig Private Wealth Management
Ohio
$479K +$153K +196 +47%
AAM
3045
Auxier Asset Management
Oregon
$479K -$780 -1 -0.2%
SPA
3046
Sentinel Pension Advisors
Massachusetts
$479K – – –
CSWG
3047
Cardinal Strategic Wealth Guidance
Kentucky
$476K -$22.6K -29 -5%
AC
3048
Arjuna Capital
North Carolina
$476K +$476K +610 New
GPI
3049
General Partner Inc
Pennsylvania
$476K – – –
DFG
3050
Dupree Financial Group
Kentucky
$476K +$22.6K +29 +5%
120 121
122
123 124