LLY icon

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 %
OFG
3226
OmniStar Financial Group
North Carolina
$376K +$376K +482 New
BI
3227
Bolthouse Investments
California
$375K -$171K -219 -31%
KAM
3228
KEB Asset Management
Illinois
$375K – – –
WFG
3229
Wormser Freres Gestion
France
$375K +$7.79K +10 +2%
MCM
3230
M1 Capital Management
Michigan
$375K +$77.9K +100 +26%
PCMN
3231
Paradigm Capital Management (Nevada)
Nevada
$374K – – –
BWG
3232
Balanced Wealth Group
Ohio
$374K – – –
BI
3233
Ballast Inc
Kentucky
$372K -$2.98M -3,828 -89%
JPLA
3234
Joseph P. Lucia & Associates
New York
$372K +$21K +27 +6%
ACA
3235
Aspire Capital Advisors
Washington
$372K -$122K -156 -25%
HFRG
3236
Houlihan Financial Resource Group
Virginia
$372K – – –
LA
3237
Lakeside Advisors
Washington
$372K – – –
BPFA
3238
Barnes Pettey Financial Advisors
Mississippi
$371K -$7.8K -10 -2%
CPW
3239
Catalyst Private Wealth
California
$371K +$27.3K +35 +8%
EA
3240
Enclave Advisors
Texas
$371K +$39.7K +51 +12%
WA
3241
Wambolt & Associates
Colorado
$371K +$10.1K +13 +3%
CCA
3242
Cadent Capital Advisors
Oklahoma
$370K – – –
CIG
3243
Cascade Investment Group
Colorado
$369K +$5.46K +7 +2%
NC
3244
NewSquare Capital
Pennsylvania
$369K +$95.9K +123 +35%
SAM
3245
Strive Asset Management
Ohio
$367K -$219K -281 -37%
OIC
3246
Orion Investment Company
Missouri
$367K -$3.9K -5 -1%
SWP
3247
Summit Wealth Partners
Florida
$367K – – –
CC
3248
Centiva Capital
New York
$366K -$1.47M -1,883 -80%
PCM
3249
Park Capital Management
Wisconsin
$365K +$7.79K +10 +2%
DWA
3250
Dorsey Wright & Associates
California
$365K – – –
128 129
130
131 132