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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 %
WFA
3076
Wellspring Financial Advisors
Ohio
$457K +$31.2K +40 +7%
AWA
3077
Aquire Wealth Advisors
Utah
$456K – – –
PGAM
3078
Princeton Global Asset Management
New Jersey
$456K +$95.9K +123 +27%
AIA
3079
AIMZ Investment Advisors
California
$455K – – –
FP
3080
Fiduciary Planning
Florida
$455K +$50.7K +65 +13%
SFS
3081
Symphony Financial Services
Ohio
$455K -$35.1K -45 -7%
DF
3082
Dunhill Financial
United Kingdom
$454K +$6.24K +8 +1%
BH
3083
Burk Holdings
Oklahoma
$454K – – –
PCWA
3084
Pacific Capital Wealth Advisors
California
$454K – – –
CCC
3085
Chelsea Counsel Company
California
$452K -$19.5K -25 -4%
FI
3086
Financial Insights
Washington
$451K -$19.5K -25 -4%
RWA
3087
Rooted Wealth Advisors
Illinois
$451K +$28.6K +36 +7%
B
3088
BetterWealth
California
$450K – – –
YWS
3089
Yarger Wealth Strategies
Ohio
$450K +$87.3K +112 +24%
WA
3090
WESPAC Advisors
California
$449K – – –
SOAG
3091
Silver Oak Advisory Group
Oregon
$449K +$1.56K +2 +0.3%
TFA
3092
Tobias Financial Advisors
Florida
$448K -$2.34K -3 -0.5%
AWS
3093
Arkfeld Wealth Strategies
Nebraska
$447K +$772 +1 +0.2%
LWM
3094
LeConte Wealth Management
Tennessee
$447K +$111K +143 +33%
BAM
3095
Bellevue Asset Management
Washington
$446K +$3.9K +5 +0.9%
LIA
3096
Luken Investment Analytics
Tennessee
$444K -$10.9K -14 -2%
JCIA
3097
Jackson Creek Investment Advisors
Colorado
$444K -$5.46K -7 -1%
FPB
3098
First PREMIER Bank
South Dakota
$443K +$26.6K +34 +6%
LWM
3099
Lionshead Wealth Management
New York
$443K +$19.5K +25 +5%
EWS
3100
Evergreen Wealth Solutions
Pennsylvania
$442K -$2.34K -3 -0.5%
122 123
124
125 126