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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 %
SWRP
3051
Summit Wealth & Retirement Planning
California
$494K +$42.9K +52 +10%
RWI
3052
Red Wave Investments
Pennsylvania
$493K – – –
R
3053
Rebalance
California
$492K +$6.61K +8 +1%
SFI
3054
SPC Financial Inc
Maryland
$491K -$3.3K -4 -0.7%
FPTW
3055
Franklin, Parlapiano, Turner & Welch
Texas
$491K – – –
UWPG
3056
Ullmann Wealth Partners Group
Florida
$491K +$90K +109 +22%
BBW
3057
Blue Barn Wealth
Utah
$488K +$80.9K +98 +20%
TAA
3058
TB Alternative Assets
Cayman Islands
$487K +$487K +590 New
EMB
3059
Elefante Mark B
$486K +$486K +588 New
CFG
3060
CKW Financial Group
Hawaii
$485K -$564K -700 -54%
PCWA
3061
Pacific Capital Wealth Advisors
California
$485K -$826 -1 -0.2%
HFA
3062
High Falls Advisors
New York
$485K +$18.2K +22 +4%
AWA
3063
Aquire Wealth Advisors
Utah
$483K – – –
LDB
3064
Lee, Danner & Bass
Tennessee
$483K +$21.5K +26 +5%
AIA
3065
AIMZ Investment Advisors
California
$483K +$66.9K +81 +16%
LIA
3066
Luken Investment Analytics
Tennessee
$482K +$11.6K +14 +2%
BH
3067
Burk Holdings
Oklahoma
$481K – – –
DFG
3068
Dupree Financial Group
Kentucky
$480K -$1.65K -2 -0.3%
GSWA
3069
Good Steward Wealth Advisors
Tennessee
$479K +$479K +580 New
VIA
3070
Vickerman Investment Advisors
Washington
$478K -$123K -149 -20%
CVM
3071
Cheviot Value Management
California
$477K – – –
B
3072
BetterWealth
California
$477K -$9.08K -11 -2%
HWP
3073
Heritage Wealth Partners
Ohio
$477K -$350K -424 -42%
TFA
3074
Tobias Financial Advisors
Florida
$477K +$223K +270 +88%
FVWA
3075
Foster Victor Wealth Advisors
South Carolina
$476K -$66.6K -91 -12%
121 122
123
124 125