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Eli Lilly

3,897 hedge funds and large institutions have $583B invested in Eli Lilly in 2025 Q3 according to their latest regulatory filings, with 215 funds opening new positions, 1,792 increasing their positions, 1,456 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 163

23% more repeat investments, than reductions

Existing positions increased: 1,792 | Existing positions reduced: 1,456

0% less funds holding

Funds holding: 3,9063,897 (-9)

4% less capital invested

Capital invested by funds: $610B → $583B (-$26.6B)

8% less call options, than puts

Call options by funds: $12.7B | Put options by funds: $13.9B

1.82% less ownership

Funds ownership: 82.66%80.84% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 291254 (-37)

Holders
3,897
Holders Change
-9
Holders Change %
-0.23%
% of All Funds
51.14%
Holding in Top 10
254
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.71%
% of All Funds
3.33%
New
215
Increased
1,792
Reduced
1,456
Closed
163
Calls
$12.7B
Puts
$13.9B
Net Calls
-$1.15B
Net Calls Change
-$4.56B
Name Holding Trade Value Shares
Change
Change in
Stake
EGWAG
3451
Elwood & Goetz Wealth Advisory Group
Georgia
$296K +$289K +388 New
WC
3452
Wexford Capital
Florida
$296K +$289K +388 New
LC
3453
Lavaca Capital
Texas
$295K -$682K -916 -70%
FM
3454
Family Management
New York
$295K -$99K -133 -26%
TFCP
3455
Twin Focus Capital Partners
Massachusetts
$295K +$25.3K +34 +10%
FMTCOCP
3456
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$294K
SFG
3457
Sterling Financial Group
California
$294K -$18.6K -25 -6%
TWM
3458
Tanager Wealth Management
United Kingdom
$294K +$78.1K +105 +38%
DWAM
3459
Duncan Williams Asset Management
Tennessee
$292K +$40.9K +55 +17%
CCC
3460
Chelsea Counsel Company
California
$291K -$148K -199 -34%
TFA
3461
Trinity Financial Advisors
Ohio
$291K +$284K +381 New
DPW
3462
DiNuzzo Private Wealth
Pennsylvania
$290K +$744 +1 +0.3%
RB
3463
Renasant Bank
Mississippi
$289K -$19.3K -26 -6%
PK
3464
Pflug Koory
Nebraska
$289K +$74.4K +100 +36%
XWM
3465
Xcel Wealth Management
Florida
$288K -$29.8K -40 -10%
CA
3466
CapWealth Advisors
Tennessee
$288K -$11.2K -15 -4%
AFS
3467
Access Financial Services
Minnesota
$288K -$5.95K -8 -2%
SC
3468
Summa Corp
Texas
$288K
PG
3469
Prostatis Group
Maryland
$288K +$35K +47 +14%
VIA
3470
Vickerman Investment Advisors
Washington
$287K -$84.8K -114 -23%
PTCG
3471
Pring Turner Capital Group
California
$287K -$9.67K -13 -3%
BAM
3472
Blueshift Asset Management
New Jersey
$287K +$280K +376 New
SFP
3473
Strategic Financial Partners
Oregon
$286K
KPWG
3474
KFA Private Wealth Group
Virginia
$286K +$1.49K +2 +0.5%
MWM
3475
Maripau Wealth Management
Indiana
$286K -$16.4K -22 -6%

LLY Hedge Fund Activity: Q3 2025 in Review

3,897 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2025, worth a combined $583B — down 4.4% from $610B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new LLY positions and 163 closed out — a net gain of 52 holders — while 1,792 added to existing stakes and 1,456 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.22B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.51B.

  • 3,897 institutional investors held Eli Lilly (LLY) as of Q3 2025, down from 3,906 in Q2 2025.
  • Funds reported $583B of Eli Lilly stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 215 funds opened new Eli Lilly positions in Q3 2025 and 163 closed out, a net change of +52 holders.
  • The largest Eli Lilly buyer in Q3 2025 was Capital Research Global Investors, an estimated $3.22B added.
  • The largest Eli Lilly seller in Q3 2025 was T. Rowe Price Associates, an estimated $2.51B sold.

Based on aggregated 13F filings for Q3 2025.