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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 %
AFS
3401
Access Financial Services
Minnesota
$301K – – –
ECA
3402
Elevate Capital Advisors
Colorado
$300K +$44.5K +57 +17%
FMTCOCP
3403
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$300K -$2.34K -3 -0.8%
CFA
3404
Capstone Financial Advisors
Illinois
$299K +$40.5K +52 +16%
IPAM
3405
Investment Partners Asset Management
New Jersey
$299K +$30.4K +39 +11%
ACM
3406
Alethea Capital Management
Washington
$299K +$299K +383 New
CHJWM
3407
Carlton Hofferkamp & Jenks Wealth Management
Texas
$298K -$7.6K -10 -2%
PA
3408
Parkside Advisors
California
$298K – – –
GRA
3409
Golden Road Advisors
Florida
$298K +$16.4K +21 +6%
LF
3410
LifeSteps Financial
California
$298K +$70.9K +91 +31%
VC
3411
Vicus Capital
Pennsylvania
$297K -$103K -132 -26%
SAF
3412
Smith Anglin Financial
Texas
$296K -$14K -18 -5%
ELM
3413
Elite Life Management
Florida
$295K +$74.1K +95 +34%
RI
3414
Ridgewood Investments
New Jersey
$295K -$53K -68 -15%
SC
3415
Summa Corp
Texas
$295K – – –
WJA
3416
Willis Johnson & Associates
Texas
$294K -$33.5K -43 -10%
PFM
3417
Potomac Fund Management
Florida
$294K +$20.6K +26 +8%
PA
3418
Prossimo Advisors
California
$294K +$294K +377 New
HP
3419
Haven Private
Florida
$294K +$294K +377 New
OCPWS
3420
One Charles Private Wealth Services
Massachusetts
$293K -$24.9K -32 -8%
SFP
3421
Strategic Financial Partners
Oregon
$293K – – –
GPA
3422
Guerra Pan Advisors
New Jersey
$292K – – –
GBWM
3423
Granite Bay Wealth Management
New Hampshire
$291K +$7.02K +9 +2%
BW
3424
Balance Wealth
Ohio
$291K +$26.5K +34 +10%
CAG
3425
Centerpoint Advisory Group
Kansas
$291K -$224K -287 -43%
135 136
137
138 139