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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 %
BSAM
3451
Blue Square Asset Management
New York
$281K – – –
FA
3452
FDx Advisors
Illinois
$280K -$31.2K -40 -10%
OWM
3453
OneAscent Wealth Management
Alabama
$280K +$67.9K +87 +32%
ICM
3454
IMS Capital Management
Oregon
$280K -$1.5M -1,920 -84%
HIGP
3455
Hill Investment Group Partners
Missouri
$279K +$12.5K +16 +5%
WMN
3456
Wealth Management Nebraska
Nebraska
$278K – – –
LODC
3457
Lanham O'Dell & Company
West Virginia
$278K – – –
PFW
3458
Petros Family Wealth
Minnesota
$278K -$1.56K -2 -0.6%
TI
3459
tru Independence
Oregon
$278K +$4.68K +6 +2%
BFS
3460
Burkett Financial Services
South Carolina
$278K -$1.56K -2 -0.6%
GJIA
3461
Glass Jacobson Investment Advisors
Maryland
$278K +$780 +1 +0.3%
CAS
3462
Coppell Advisory Solutions
Texas
$278K +$278K +358 New
GWM
3463
GDS Wealth Management
Texas
$278K +$10.1K +13 +4%
LFP
3464
Lakeshore Financial Planning
Michigan
$277K +$74.1K +95 +37%
PIA
3465
Pinion Investment Advisors
Kansas
$276K +$276K +354 New
TFCP
3466
Twin Focus Capital Partners
Massachusetts
$275K – – –
TSS
3467
Two Sigma Securities
New York
$274K -$505K -648 -65%
AWM
3468
AllSquare Wealth Management
New York
$274K – – –
VWM
3469
Verus Wealth Management
Wisconsin
$274K +$3.9K +5 +1%
LRIA
3470
Leonard Rickey Investment Advisors
Washington
$274K -$4.68K -6 -2%
GWS
3471
Greykasell Wealth Strategies
California
$274K -$36.6K -47 -12%
CWA
3472
Centennial Wealth Advisory
Michigan
$274K +$24.3K +31 +10%
TFA
3473
Teamwork Financial Advisors
Texas
$274K +$13.3K +17 +5%
CGFA
3474
Colton Groome Financial Advisors
North Carolina
$273K -$39K -50 -13%
SC
3475
Shay Capital
New York
$273K +$11.7K +15 +4%
137 138
139
140 141