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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 %
JLBC
3151
J.L. Bainbridge & Co
Florida
$408K +$779 +1 +0.2%
MAWCM
3152
Mine & Arao Wealth Creation & Management
California
$407K -$156K -200 -28%
SFB
3153
STAR Financial Bank
Indiana
$407K +$14K +18 +4%
KWS
3154
Keystone Wealth Services
California
$406K -$17.2K -22 -4%
MFA
3155
McClarren Financial Advisors
Pennsylvania
$405K +$405K +520 New
GAMC
3156
Garner Asset Management Corp
Texas
$405K -$9.35K -12 -2%
MA
3157
MBA Advisors
Pennsylvania
$405K -$3.12K -4 -0.8%
FM
3158
Family Management
New York
$405K +$13.3K +17 +3%
OPW
3159
Osprey Private Wealth
New York
$405K +$46.1K +59 +13%
HGWM
3160
Horst & Graben Wealth Management
Oregon
$404K +$37.4K +48 +10%
BBPWM
3161
Blue Bell Private Wealth Management
Pennsylvania
$403K -$1.56K -2 -0.4%
CFG
3162
Compton Financial Group
Maryland
$403K – – –
VAMG
3163
Voisard Asset Management Group
Michigan
$403K +$25.7K +33 +7%
SFS
3164
Strategic Financial Services
New York
$402K -$11.7K -15 -3%
TCOO
3165
Trust Company of Oklahoma
Oklahoma
$401K -$1.56K -2 -0.4%
HP
3166
Holistic Planning
Texas
$401K +$177K +227 +79%
SLWA
3167
San Luis Wealth Advisors
California
$400K -$3.36M -4,306 -89%
CAWM
3168
Capital Advisors Wealth Management
Washington
$399K +$72.5K +93 +22%
WMWM
3169
Wilkins Miller Wealth Management
Alabama
$399K – – –
SO
3170
Sierra Ocean
California
$399K +$25K +32 +7%
GSWA
3171
Good Steward Wealth Advisors
Tennessee
$398K -$53.8K -69 -12%
AAM
3172
Alphadyne Asset Management
New York
$398K +$398K +511 New
QWM
3173
Quaker Wealth Management
New Jersey
$398K +$398K +511 New
CWM
3174
Collaborative Wealth Management
Florida
$398K +$6.24K +8 +2%
RL
3175
Retireful LLC
Michigan
$398K +$48.3K +62 +14%
125 126
127
128 129