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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
CPW
3301
Catalyst Private Wealth
California
$337K +$27K +35 +9%
PC
3302
Promus Capital
Illinois
$337K +$337K +437 New
GW
3303
Griffith & Werner
Georgia
$337K +$337K +436 New
NAG
3304
Northstar Advisory Group
New Jersey
$337K -$772 -1 -0.2%
CFSG
3305
Clark Financial Services Group
Missouri
$336K – – –
OPW
3306
Osprey Private Wealth
New York
$336K +$7.72K +10 +2%
OWA
3307
Oak Wealth Advisors
Illinois
$336K +$336K +435 New
BAM
3308
Byrne Asset Management
New Jersey
$335K -$3.86K -5 -1%
T
3309
Tableaux
Massachusetts
$335K +$335K +434 New
LWM
3310
LongView Wealth Management
Georgia
$335K – – –
BTIM
3311
BancFirst Trust & Investment Management
Oklahoma
$334K – – –
PFU
3312
Parus Finance (UK)
United Kingdom
$334K – – –
AWM
3313
Accredited Wealth Management
Kentucky
$334K +$334K +433 New
JPLA
3314
Joseph P. Lucia & Associates
New York
$334K -$129K -167 -28%
BWL
3315
Bogart Wealth LLC
Virginia
$334K +$59.5K +77 +22%
FA
3316
FDx Advisors
Illinois
$333K -$54.9K -71 -14%
AWP
3317
Abacus Wealth Partners
California
$333K -$142K -184 -30%
OFO
3318
OneAscent Family Office
Alabama
$332K +$332K +431 New
SCA
3319
Stuart Chaussee & Associates
California
$332K – – –
GPA
3320
Garrison Point Advisors
California
$332K – – –
BEAM
3321
Baker Ellis Asset Management
Washington
$332K +$23.2K +30 +8%
SWA
3322
Serenus Wealth Advisors
California
$331K +$331K +429 New
BFG
3323
Beacon Financial Group
Texas
$330K -$537K -695 -62%
PPWP
3324
Proquility Private Wealth Partners
Nevada
$330K -$956K -1,238 -74%
WCM
3325
Windward Capital Management
California
$330K – – –
131 132
133
134 135