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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
DTC
3051
Davidson Trust Company
Washington
$502K -$164K -211 -25%
PHS
3052
Pekin Hardy Strauss
Illinois
$502K +$11.7K +15 +2%
CWM
3053
Chemistry Wealth Management
New York
$502K +$14K +18 +3%
JTWM
3054
Jackson Thornton Wealth Management
Alabama
$501K -$66.8K -86 -12%
BWM
3055
Baron Wealth Management
Michigan
$501K +$11.7K +15 +2%
JHC
3056
J. Hagan Capital
Kentucky
$500K -$38.1K -49 -7%
BBW
3057
Blue Barn Wealth
Utah
$500K +$38.9K +50 +8%
EWM
3058
Elmwood Wealth Management
California
$498K +$777 +1 +0.2%
ST
3059
Somerset Trust
Pennsylvania
$498K -$19.4K -25 -4%
MAG
3060
M3 Advisory Group
Massachusetts
$496K +$23.3K +30 +5%
OWA
3061
Octavia Wealth Advisors
Ohio
$496K -$45.1K -58 -8%
TM
3062
TigerOak Management
New Mexico
$496K -$31.1K -40 -6%
GA
3063
Goldstein Advisors
Wisconsin
$496K -$22.5K -29 -4%
BCM
3064
Berbice Capital Management
New York
$493K -$202K -260 -29%
AL
3065
Aspiriant LLC
California
$492K -$19.4K -25 -4%
CCM
3066
Charter Capital Management
Wisconsin
$491K +$489K +629 New
WWC
3067
Waypoint Wealth Counsel
Georgia
$490K -$127K -163 -21%
JWA
3068
JFS Wealth Advisors
Pennsylvania
$490K -$4.66K -6 -0.9%
LTI
3069
Laffer Tengler Investments
Tennessee
$489K +$487K +627 New
EA
3070
Ergawealth Advisors
Illinois
$488K +$18.6K +24 +4%
FC
3071
Fairscale Capital
New Hampshire
$488K +$94.8K +122 +23%
RCA
3072
Runnymede Capital Advisors
Ohio
$486K -$23.3K -30 -5%
NFG
3073
Northeast Financial Group
Pennsylvania
$486K -$10.9K -14 -2%
MQWP
3074
Morey & Quinn Wealth Partners
Nebraska
$486K +$79.3K +102 +20%
WHCI
3075
W.H. Cornerstone Investments
Massachusetts
$485K -$76.9K -99 -14%

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.