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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 %
GFG
3101
GR Financial Group
Arizona
$440K -$3.12K -4 -0.7%
EWP
3102
Elevation Wealth Partners
California
$438K -$60K -77 -12%
EA
3103
Echo45 Advisors
California
$438K +$780 +1 +0.2%
SGI
3104
Swan Global Investments
Colorado
$438K +$91.2K +117 +26%
V
3105
ViaWealth
Kansas
$437K -$7.8K -10 -2%
TA
3106
TPG Advisors
Illinois
$437K – – –
GPA
3107
Garrison Point Advisors
California
$437K – – –
PCI
3108
Planning Center Inc
Illinois
$437K – – –
BIA
3109
BHK Investment Advisors
Alabama
$434K +$7.8K +10 +2%
BIA
3110
Bigelow Investment Advisors
Maine
$434K +$33.5K +43 +8%
SI
3111
Saxon Interests
Texas
$434K – – –
PCP
3112
Panoramic Capital Partners
Oregon
$433K -$42.2K -54 -9%
PWA
3113
Phoenix Wealth Advisors
North Carolina
$432K – – –
CS
3114
Crescent Sterling
Louisiana
$431K – – –
FP
3115
Financial Perspectives
Minnesota
$430K +$105K +135 +32%
HCM
3116
Hengehold Capital Management
Ohio
$430K – – –
IDA
3117
Intelligence Driven Advisers
California
$429K -$430K -552 -50%
IIM
3118
Illumine Investment Management
Washington
$429K – – –
WWA
3119
Wingate Wealth Advisors
Massachusetts
$429K +$189K +243 +79%
RWRC
3120
R.W. Roge & Company
New York
$428K – – –
PCM
3121
Penserra Capital Management
California
$425K -$208K -267 -33%
CWM
3122
CCG Wealth Management
California
$425K -$7.02K -9 -2%
AP
3123
Atwood & Palmer
Missouri
$424K -$59.2K -76 -12%
FWM
3124
Foguth Wealth Management
Michigan
$423K +$20.3K +26 +5%
WAL
3125
W Advisors LLC
Tennessee
$423K +$2.34K +3 +0.6%
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