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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 %
MGWM
3276
Marks Group Wealth Management
Minnesota
$354K -$59.2K -76 -14%
SPG
3277
Strategic Planning Group
Utah
$354K -$5.48M -7,018 -94%
BFF
3278
Byrne Financial Freedom
Massachusetts
$354K +$779 +1 +0.2%
AFA
3279
Alpha Financial Advisors
North Carolina
$354K +$354K +454 New
HFS
3280
Hoge Financial Services
Pennsylvania
$353K +$12.5K +16 +4%
CA
3281
Claris Advisors
Missouri
$352K -$73.3K -94 -17%
BA
3282
Ballast Advisors
Minnesota
$352K -$1.56K -2 -0.4%
OWA
3283
One Wealth Advisors
California
$352K +$4.68K +6 +1%
LCM
3284
LCM Capital Management
Illinois
$349K +$780 +1 +0.2%
GA
3285
GSG Advisors
New Jersey
$349K +$25.7K +33 +8%
BONST
3286
Bank of Nova Scotia Trust
Ontario, Canada
$348K -$35.1K -45 -9%
TC
3287
Trust Company
Kansas
$348K – – –
TAM
3288
Trillium Asset Management
Massachusetts
$348K +$104K +133 +42%
RA
3289
Ruggaard & Associates
Ohio
$348K – – –
BWS
3290
Broadway Wealth Solutions
Texas
$348K +$22.6K +29 +7%
C
3291
Covestor
United Kingdom
$347K +$14.1K +18 +4%
NCFG
3292
New Century Financial Group
New Jersey
$347K +$347K +445 New
SMWM
3293
Silvia McColl Wealth Management
California
$346K -$3.9K -5 -1%
CFSG
3294
Clark Financial Services Group
Missouri
$346K +$3.9K +5 +1%
JFA
3295
JNBA Financial Advisors
Minnesota
$345K – – –
SAM
3296
Seelaus Asset Management
New Jersey
$345K – – –
FB
3297
First Bancorp
Maine
$345K -$39K -50 -10%
CG
3298
Clifford Group
Massachusetts
$345K -$37.4K -48 -10%
APW
3299
Aurora Private Wealth
New Jersey
$344K -$89.5K -115 -21%
PAM
3300
PCG Asset Management
New Jersey
$344K +$9.35K +12 +3%
130 131
132
133 134