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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 %
FWP
3126
Forefront Wealth Partners
Texas
$423K -$81.1K -105 -16%
RAM
3127
RWC Asset Management
United Kingdom
$423K +$38.2K +49 +10%
UWPG
3128
Ullmann Wealth Partners Group
Florida
$422K -$41.3K -53 -9%
PAI
3129
Pittenger & Anderson Inc
Nebraska
$422K -$780 -1 -0.2%
Cohen & Steers
3130
Cohen & Steers
New York
$421K – – –
CWP
3131
Curated Wealth Partners
California
$421K +$61.6K +79 +17%
PWAC
3132
Private Wealth Advisors (California)
California
$420K +$780 +1 +0.2%
CSA
3133
Cottage Street Advisors
Massachusetts
$420K +$4.68K +6 +1%
FBT
3134
First Bank & Trust
South Dakota
$419K -$780 -1 -0.2%
PFG
3135
Prospect Financial Group
Virginia
$419K +$47.6K +61 +13%
KW
3136
Keyvantage Wealth
Pennsylvania
$418K -$63.9K -82 -13%
JA
3137
JVL Associates
Michigan
$417K +$20.3K +26 +5%
CA
3138
Cresta Advisors
Texas
$417K – – –
OFO
3139
OneAscent Family Office
Alabama
$417K -$297K -381 -42%
OA
3140
Operose Advisors
Wisconsin
$416K – – –
LRWM
3141
Lord & Richards Wealth Management
Colorado
$415K +$415K +533 New
LSA
3142
Lion Street Advisors
Texas
$414K +$16.4K +21 +4%
RHP
3143
Royal Harbor Partners
Texas
$414K – – –
GAM
3144
Griffin Asset Management
New York
$413K -$115K -148 -22%
SSG
3145
Summit Securities Group
New York
$412K +$412K +529 New
MCIA
3146
Mountain Capital Investment Advisors
Colorado
$412K +$67.5K +87 +20%
CMP
3147
Coston McIsaac & Partners
Maine
$412K +$9.36K +12 +2%
BBA
3148
Braun-Bostich & Associates
Pennsylvania
$411K +$10.1K +13 +3%
CIAS
3149
CBIZ Investment Advisory Services
Ohio
$410K -$17.2K -22 -4%
PWM
3150
PTM Wealth Management
United States
$409K +$39K +50 +11%
124 125
126
127 128