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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 %
SCA
3326
Stuart Chaussee & Associates
California
$335K – – –
EMC
3327
Everest Management Corp
California
$335K +$3.12K +4 +0.9%
PP
3328
Prosperity Planning
Missouri
$335K +$335K +430 New
WF
3329
Whelan Financial
California
$335K -$28.1K -36 -8%
LWM
3330
LongView Wealth Management
Georgia
$334K -$1.56K -2 -0.5%
CW
3331
Curio Wealth
Maryland
$334K +$332K +425 +14,167%
WN
3332
Williams & Novak
California
$334K +$334K +428 New
I
3333
InceptionR
California
$334K -$797K -1,023 -71%
KFS
3334
Kelly Financial Services
Massachusetts
$332K +$9.35K +12 +3%
RIP
3335
RAM Investment Partners
Washington
$332K +$7.79K +10 +2%
SB
3336
SIG Brokerage
New York
$331K +$331K +424 New
FCM
3337
Fortis Capital Management
Washington
$330K +$108K +139 +49%
4WM
3338
49 Wealth Management
Texas
$330K -$65.5K -84 -17%
CB
3339
Centennial Bank
Arkansas
$330K -$103K -132 -24%
CWA
3340
Cura Wealth Advisors
Illinois
$329K +$36.6K +47 +13%
VFPW
3341
Vantage Financial Partners (Wisconsin)
Wisconsin
$329K +$8.57K +11 +3%
PFWA
3342
Paces Ferry Wealth Advisors
Georgia
$327K -$5.46K -7 -2%
WGAM
3343
Wilkinson Global Asset Management
New York
$327K – – –
BWM
3344
BKM Wealth Management
Wisconsin
$327K – – –
SIC
3345
Sterling Investment Counsel
New York
$327K -$1.27M -1,632 -80%
MPCA
3346
Madison Park Capital Advisors
Washington
$326K +$6.24K +8 +2%
RCM
3347
RMR Capital Management
California
$326K – – –
XWM
3348
Xcel Wealth Management
Florida
$326K +$326K +418 New
FF
3349
Finley Financial
Nevada
$324K – – –
CMAI
3350
Capital Management Associates Inc
Minnesota
$324K -$322K -414 -50%
132 133
134
135 136