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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 %
TC
3201
TAGStone Capital
North Carolina
$389K +$63.2K +101 +19%
KOC
3202
Koss-Olinger Consulting
Florida
$388K +$21.8K +28 +6%
WCG
3203
Weaver Consulting Group
California
$388K +$2.34K +3 +0.6%
CST
3204
Charles Schwab Trust
Nevada
$388K +$35.1K +45 +10%
DA
3205
Dash Acquisitions
California
$387K +$10.4K +13 +3%
CP
3206
Covenant Partners
Tennessee
$387K – – –
FC
3207
Farringdon Capital
United Kingdom
$387K +$387K +496 New
DWA
3208
Delap Wealth Advisory
Oregon
$386K -$651K -835 -63%
NA
3209
Nautilus Advisors
California
$386K +$779 +1 +0.2%
BFG
3210
Beacon Financial Group
Texas
$385K +$37.4K +48 +11%
FHB
3211
First Hawaiian Bank
Hawaii
$385K – – –
ACM
3212
Ascent Capital Management
Oregon
$385K -$1.56K -2 -0.4%
AFP
3213
Alpha Financial Partners
Kentucky
$384K – – –
CWMA
3214
Capstone Wealth Management (Alabama)
Alabama
$383K +$133K +170 +53%
VIA
3215
Vickerman Investment Advisors
Washington
$382K -$69.4K -89 -15%
AC
3216
ASB Consultores
Florida
$382K -$46K -59 -11%
MCCA
3217
Mill Creek Capital Advisors
Pennsylvania
$381K -$96.7K -124 -20%
FTC
3218
Farmers Trust Company
Ohio
$380K – – –
CM
3219
Capula Management
Cayman Islands
$380K -$301K -386 -44%
TCMP
3220
Thrive Capital Management (Pennsylvania)
Pennsylvania
$379K +$118K +151 +45%
GKFF
3221
George Kaiser Family Foundation
Oklahoma
$379K +$138K +177 +57%
IWN
3222
Independent Wealth Network
Iowa
$378K -$1.56K -2 -0.4%
SWA
3223
Serenus Wealth Advisors
California
$377K -$19.5K -25 -5%
AAMA
3224
Advanced Asset Management Advisors
Ohio
$377K – – –
BOS
3225
Bank of Stockton
California
$377K – – –
127 128
129
130 131