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 %
SL
3301
Summitry LLC
California
$344K +$24.2K +31 +8%
FA
3302
Fermata Advisors
California
$344K -$631K -810 -65%
CAM
3303
Claret Asset Management
Quebec, Canada
$343K -$5.46K -7 -2%
MWM
3304
Maltin Wealth Management
New Jersey
$343K -$15.6K -20 -4%
LPFG
3305
Landing Point Financial Group
Ohio
$342K +$3.9K +5 +1%
APM
3306
Advanced Portfolio Management
New York
$342K – – –
MTC
3307
Matrix Trust Company
Colorado
$341K +$133K +171 +64%
HIF
3308
Hill Island Financial
Michigan
$341K +$341K +437 New
EARNEST Partners
3309
EARNEST Partners
Georgia
$341K – – –
NAG
3310
Northstar Advisory Group
New Jersey
$341K +$780 +1 +0.2%
SIA
3311
SGL Investment Advisors
Montana
$341K +$30.3K +39 +10%
WAM
3312
Wernau Asset Management
Massachusetts
$340K +$7.8K +10 +2%
GPWM
3313
Grant Private Wealth Management
California
$340K -$330K -423 -49%
MLIC
3314
Mandatum Life Insurance Company
Finland
$340K – – –
BFA
3315
Beacon Financial Advisory
Ohio
$339K +$49.1K +63 +17%
OWA
3316
Oak Wealth Advisors
Illinois
$339K – – –
PPW
3317
Presilium Private Wealth
Pennsylvania
$339K +$339K +435 New
MC
3318
Mathes Company
New York
$339K -$397K -510 -54%
JWM
3319
Jackson Wealth Management
Florida
$337K – – –
IWP
3320
IAG Wealth Partners
Wisconsin
$337K -$2.34K -3 -0.7%
HBS
3321
Howard Bailey Securities
Indiana
$336K -$2.33K -3 -0.7%
SFS
3322
Sharp Financial Services
Pennsylvania
$336K +$39K +50 +13%
HTWM
3323
Hartmann Taylor Wealth Management
Texas
$335K -$17.2K -22 -5%
BA
3324
BIP Alliance
Georgia
$335K -$13.3K -17 -4%
VFM
3325
Vision Financial Markets
Connecticut
$335K – – –
131 132
133
134 135