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Eli Lilly

3,907 hedge funds and large institutions have $610B invested in Eli Lilly in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,772 increasing their positions, 1,451 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $14.1B | Put options by funds: $10.7B

25% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 174

22% more repeat investments, than reductions

Existing positions increased: 1,772 | Existing positions reduced: 1,451

0% less funds holding

Funds holding: 3,9203,907 (-13)

5.58% less ownership

Funds ownership: 88.24%82.66% (-5.6%)

12% less capital invested

Capital invested by funds: $689B → $610B (-$79.3B)

27% less funds holding in top 10

Funds holding in top 10: 399291 (-108)

Holders
3,907
Holders Change
-13
Holders Change %
-0.33%
% of All Funds
51.43%
Holding in Top 10
291
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-27.07%
% of All Funds
3.83%
New
218
Increased
1,772
Reduced
1,451
Closed
174
Calls
$14.1B
Puts
$10.7B
Net Calls
+$3.4B
Net Calls Change
+$4.07B
Name Holding Trade Value Shares
Change
Change in
Stake
PCI
3151
Planning Center Inc
Illinois
$437K
TA
3152
TPG Advisors
Illinois
$437K
BIA
3153
BHK Investment Advisors
Alabama
$434K +$7.77K +10 +2%
BIA
3154
Bigelow Investment Advisors
Maine
$434K +$33.4K +43 +8%
SI
3155
Saxon Interests
Texas
$434K
PCP
3156
Panoramic Capital Partners
Oregon
$433K -$42K -54 -9%
PWA
3157
Phoenix Wealth Advisors
North Carolina
$432K
CS
3158
Crescent Sterling
Louisiana
$431K
FP
3159
Financial Perspectives
Minnesota
$430K +$105K +135 +32%
HCM
3160
Hengehold Capital Management
Ohio
$430K
IDA
3161
Intelligence Driven Advisers
California
$429K -$429K -552 -50%
IIM
3162
Illumine Investment Management
Washington
$429K
WWA
3163
Wingate Wealth Advisors
Massachusetts
$429K +$189K +243 +79%
RWRC
3164
R.W. Roge & Company
New York
$428K
PRP
3165
Peak Retirement Planning
Ohio
$427K +$111K +143 +35%
PCM
3166
Penserra Capital Management
California
$425K -$207K -267 -33%
CWM
3167
CCG Wealth Management
California
$425K -$6.99K -9 -2%
AP
3168
Atwood & Palmer
Missouri
$424K -$59.1K -76 -12%
FWM
3169
Foguth Wealth Management
Michigan
$423K +$20.2K +26 +5%
WAL
3170
W Advisors LLC
Tennessee
$423K +$2.33K +3 +0.6%
FWP
3171
Forefront Wealth Partners
Texas
$423K -$81.6K -105 -16%
RAM
3172
RWC Asset Management
United Kingdom
$423K +$38.1K +49 +10%
UWPG
3173
Ullmann Wealth Partners Group
Florida
$422K -$41.2K -53 -9%
PAI
3174
Pittenger & Anderson Inc
Nebraska
$422K -$777 -1 -0.2%
Cohen & Steers
3175
Cohen & Steers
New York
$421K

LLY Hedge Fund Activity: Q2 2025 in Review

3,907 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2025, worth a combined $610B — down 12% from $689B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new LLY positions and 174 closed out — a net gain of 44 holders — while 1,772 added to existing stakes and 1,451 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.89B. The largest seller was PNC Financial Services Group, cutting an estimated $38.9B.

  • 3,907 institutional investors held Eli Lilly (LLY) as of Q2 2025, down from 3,920 in Q1 2025.
  • Funds reported $610B of Eli Lilly stock for Q2 2025, down 12% quarter-over-quarter.
  • 218 funds opened new Eli Lilly positions in Q2 2025 and 174 closed out, a net change of +44 holders.
  • The largest Eli Lilly buyer in Q2 2025 was Capital Research Global Investors, an estimated $3.89B added.
  • The largest Eli Lilly seller in Q2 2025 was PNC Financial Services Group, an estimated $38.9B sold.

Based on aggregated 13F filings for Q2 2025.