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Eli Lilly

3,907 hedge funds and large institutions have $610B invested in Eli Lilly in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,772 increasing their positions, 1,451 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $14.1B | Put options by funds: $10.7B

25% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 174

22% more repeat investments, than reductions

Existing positions increased: 1,772 | Existing positions reduced: 1,451

0% less funds holding

Funds holding: 3,9203,907 (-13)

5.58% less ownership

Funds ownership: 88.24%82.66% (-5.6%)

12% less capital invested

Capital invested by funds: $689B → $610B (-$79.3B)

27% less funds holding in top 10

Funds holding in top 10: 399291 (-108)

Holders
3,907
Holders Change
-13
Holders Change %
-0.33%
% of All Funds
51.43%
Holding in Top 10
291
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-27.07%
% of All Funds
3.83%
New
218
Increased
1,772
Reduced
1,451
Closed
174
Calls
$14.1B
Puts
$10.7B
Net Calls
+$3.4B
Net Calls Change
+$4.07B
Name Holding Trade Value Shares
Change
Change in
Stake
PP
3376
Prosperity Planning
Missouri
$335K +$334K +430 New
WF
3377
Whelan Financial
California
$335K -$28K -36 -8%
LWM
3378
LongView Wealth Management
Georgia
$334K -$1.55K -2 -0.5%
CW
3379
Curio Wealth
Maryland
$334K +$330K +425 +14,167%
WN
3380
Williams & Novak
California
$334K +$333K +428 New
I
3381
InceptionR
California
$334K -$795K -1,023 -71%
KFS
3382
Kelly Financial Services
Massachusetts
$332K +$9.32K +12 +3%
RIP
3383
RAM Investment Partners
Washington
$332K +$7.77K +10 +2%
SB
3384
SIG Brokerage
New York
$331K +$329K +424 New
FCM
3385
Fortis Capital Management
Washington
$330K +$108K +139 +49%
4WM
3386
49 Wealth Management
Texas
$330K -$65.3K -84 -17%
CB
3387
Centennial Bank
Arkansas
$330K -$103K -132 -24%
CWA
3388
Cura Wealth Advisors
Illinois
$329K +$36.5K +47 +13%
VFPW
3389
Vantage Financial Partners (Wisconsin)
Wisconsin
$329K +$8.55K +11 +3%
PFWA
3390
Paces Ferry Wealth Advisors
Georgia
$327K -$5.44K -7 -2%
WGAM
3391
Wilkinson Global Asset Management
New York
$327K
BWM
3392
BKM Wealth Management
Wisconsin
$327K
SIC
3393
Sterling Investment Counsel
New York
$327K -$1.27M -1,632 -80%
MPCA
3394
Madison Park Capital Advisors
Washington
$326K +$6.22K +8 +2%
RCM
3395
RMR Capital Management
California
$326K
XWM
3396
Xcel Wealth Management
Florida
$326K +$325K +418 New
FF
3397
Finley Financial
Nevada
$324K
CMAI
3398
Capital Management Associates Inc
Minnesota
$324K -$322K -414 -50%
GWM
3399
GK Wealth Management
Nevada
$323K -$82.4K -106 -20%
Harris Associates
3400
Harris Associates
Illinois
$323K +$322K +414 New

LLY Hedge Fund Activity: Q2 2025 in Review

3,907 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2025, worth a combined $610B — down 12% from $689B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new LLY positions and 174 closed out — a net gain of 44 holders — while 1,772 added to existing stakes and 1,451 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.89B. The largest seller was PNC Financial Services Group, cutting an estimated $38.9B.

  • 3,907 institutional investors held Eli Lilly (LLY) as of Q2 2025, down from 3,920 in Q1 2025.
  • Funds reported $610B of Eli Lilly stock for Q2 2025, down 12% quarter-over-quarter.
  • 218 funds opened new Eli Lilly positions in Q2 2025 and 174 closed out, a net change of +44 holders.
  • The largest Eli Lilly buyer in Q2 2025 was Capital Research Global Investors, an estimated $3.89B added.
  • The largest Eli Lilly seller in Q2 2025 was PNC Financial Services Group, an estimated $38.9B sold.

Based on aggregated 13F filings for Q2 2025.