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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 %
GVCM
3126
Global View Capital Management
Wisconsin
$422K +$422K +543 New
CA
3127
Claris Advisors
Missouri
$422K -$91.9K -119 -18%
BWM
3128
Buckley Wealth Management
Nevada
$422K +$14.7K +19 +4%
SWRP
3129
Summit Wealth & Retirement Planning
California
$422K +$193K +250 +84%
WMWM
3130
Wilkins Miller Wealth Management
Alabama
$421K +$421K +545 New
FBT
3131
First Bank & Trust
South Dakota
$420K -$2.32K -3 -0.5%
EGWAG
3132
Elwood & Goetz Wealth Advisory Group
Georgia
$420K +$7.72K +10 +2%
FWM
3133
Foguth Wealth Management
Michigan
$419K +$3.93K +5 +0.9%
BWM
3134
Baron Wealth Management
Michigan
$417K -$7.73K -10 -2%
WAL
3135
W Advisors LLC
Tennessee
$417K -$1.54K -2 -0.4%
IWN
3136
Independent Wealth Network
Iowa
$416K -$164K -213 -28%
1WM
3137
1900 Wealth Management
Texas
$416K -$182K -235 -30%
PWAC
3138
Private Wealth Advisors (California)
California
$415K -$5.41K -7 -1%
FC
3139
Fairscale Capital
New Hampshire
$415K – – –
VCM
3140
Virtue Capital Management
Tennessee
$415K -$901K -1,167 -68%
SEP
3141
Southland Equity Partners
Missouri
$414K – – –
MWM
3142
Marion Wealth Management
Pennsylvania
$413K -$34.8K -45 -8%
DTC
3143
Davidson Trust Company
Washington
$413K -$2.32K -3 -0.6%
HIP
3144
Harrell Investment Partners
Texas
$412K +$46.3K +60 +13%
OA
3145
Operose Advisors
Wisconsin
$412K – – –
KFP
3146
Keener Financial Planning
Texas
$412K – – –
FPB
3147
First PREMIER Bank
South Dakota
$412K – – –
EW
3148
Elyxium Wealth
California
$411K -$581K -752 -59%
GAMC
3149
Garner Asset Management Corp
Texas
$411K +$9.27K +12 +2%
TFM
3150
TFC Financial Management
Massachusetts
$411K +$141K +182 +52%
124 125
126
127 128