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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 %
WBG
3051
Wharton Business Group
Pennsylvania
$467K – – –
MWM
3052
MBE Wealth Management
Wisconsin
$466K -$40.9K -53 -8%
TBWA
3053
Three Bridge Wealth Advisors
California
$466K +$466K +603 New
THL
3054
Tillman Hartley LLC
Colorado
$465K -$12.4K -16 -3%
FFL
3055
Financial Freedom LLC
Ohio
$464K +$772 +1 +0.2%
TPW
3056
TL Private Wealth
Texas
$464K -$37.4K -50 -7%
MHB
3057
Midwest Heritage Bank
Iowa
$464K – – –
PWM
3058
PBMares Wealth Management
Virginia
$463K +$82.6K +107 +22%
BSI
3059
Bennett Selby Investments
Maine
$463K +$44K +57 +10%
TA
3060
TPG Advisors
Illinois
$463K -$772 -1 -0.2%
BWM
3061
BigSur Wealth Management
Florida
$463K – – –
GPI
3062
General Partner Inc
Pennsylvania
$463K – – –
BOTPPF
3063
Board of the Pension Protection Fund
United Kingdom
$463K +$463K +600 New
CGA
3064
Compound Global Advisors
Washington
$463K +$463K +600 New
SFG
3065
SNS Financial Group
Minnesota
$463K -$16.2K -21 -3%
DW30
3066
Drucker Wealth 3.0
New Jersey
$462K +$69.5K +90 +18%
SFI
3067
SPC Financial Inc
Maryland
$462K +$51K +66 +12%
SAM
3068
Strive Asset Management
Ohio
$462K +$462K +598 New
AWS
3069
Arkfeld Wealth Strategies
Nebraska
$461K -$47.8K -60 -9%
RWI
3070
Red Wave Investments
Pennsylvania
$461K – – –
VPP
3071
Vertex Planning Partners
Illinois
$461K +$81.8K +106 +22%
FPTW
3072
Franklin, Parlapiano, Turner & Welch
Texas
$459K -$12.4K -16 -3%
PWP
3073
Parkwoods Wealth Partners
New York
$456K – – –
RWA
3074
Rooted Wealth Advisors
Illinois
$456K -$24.8K -32 -5%
FMTCOCP
3075
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$456K -$7.72K -10 -2%
121 122
123
124 125