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 %
VI
3426
VanderPol Investments
Michigan
$291K -$7.02K -9 -2%
ODIJL
3427
One Day In July LLC
Vermont
$291K +$4.68K +6 +2%
KPWG
3428
KFA Private Wealth Group
Virginia
$290K -$7.81K -10 -3%
SCM
3429
Stordahl Capital Management
Colorado
$290K – – –
GWSA
3430
Global Wealth Strategies & Associates
Colorado
$290K -$24.2K -31 -8%
2WWM
3431
21 West Wealth Management
California
$290K +$290K +372 New
BC
3432
Brio Consultants
California
$290K +$64K +82 +28%
CLA
3433
Carnegie Lake Advisors
New Jersey
$289K – – –
RPGK
3434
Retirement Planning Group (Kansas)
Kansas
$287K -$74.8K -96 -21%
DI
3435
Diligent Investors
California
$286K +$286K +367 New
WA
3436
WPG Advisers
Maryland
$286K -$30.4K -39 -10%
NWM
3437
Nova Wealth Management
Florida
$286K -$100K -129 -26%
GL
3438
Gerber LLC
Ohio
$284K +$17.9K +23 +7%
MA
3439
MAS Advisors
Florida
$284K +$2.34K +3 +0.8%
GB
3440
Goepper Burkhardt
South Carolina
$284K +$21K +27 +8%
ACM
3441
Andina Capital Management
Utah
$283K +$8.58K +11 +3%
FA
3442
Faithward Advisors
Pennsylvania
$283K +$283K +363 New
VFA
3443
Values First Advisors
Tennessee
$283K -$91.9K -118 -25%
MCC
3444
Malaga Cove Capital
California
$282K +$282K +362 New
DC
3445
Dahring Cusmano
Michigan
$282K +$5.45K +7 +2%
MWP
3446
Meredith Wealth Planning
Illinois
$281K -$2.34K -3 -0.8%
DWM
3447
Darwin Wealth Management
Florida
$281K -$11.7K -15 -4%
DFP
3448
Defined Financial Planning
California
$281K -$44K -57 -14%
GPW
3449
Genesis Private Wealth
Virginia
$281K +$15.6K +20 +6%
AIA
3450
Affinity Investment Advisors
California
$281K – – –
136 137
138
139 140