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Eli Lilly
LLY

Overview Fund Activity

3,872 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,773 increasing their positions, 1,396 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,872
Holders Change
+7
Holders Change %
+0.18%
% of All Funds
52.57%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,773
Reduced
1,396
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$41.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$4.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$941M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$894M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.71B
3
Primecap Management
Primecap Management
California
-$1.63B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
JHP
3476
James Hambro & Partners
United Kingdom
$281K – – –
BW
3477
Balance Wealth
Ohio
$280K +$280K +339 New
HWM
3478
Horizons Wealth Management
North Carolina
$279K – – –
FA
3479
Fedenia Advisers
Wisconsin
$279K +$175K +212 +168%
OWM
3480
Opes Wealth Management
California
$278K +$17.3K +21 +7%
GSIS
3481
Global Strategic Investment Solutions
Arizona
$278K -$57K -69 -17%
MWPCG
3482
Measured Wealth Private Client Group
New Hampshire
$278K -$14.9K -18 -5%
GB
3483
Goepper Burkhardt
South Carolina
$278K +$19K +23 +7%
TAM
3484
TCP Asset Management
Ohio
$278K -$5.78K -7 -2%
CI
3485
CacheTech Inc
Utah
$277K -$12.4K -15 -4%
AWM
3486
Adams Wealth Management
Utah
$277K -$12.4K -15 -4%
TCMP
3487
Thrive Capital Management (Pennsylvania)
Pennsylvania
$277K +$277K +335 New
DI
3488
Disciplined Investments
Oklahoma
$277K – – –
CNC
3489
Citizens & Northern Corp
Pennsylvania
$277K -$32.2K -39 -10%
TCM
3490
TruNorth Capital Management
Michigan
$277K – – –
SC
3491
Shay Capital
New York
$277K +$277K +335 New
FWM
3492
FMA Wealth Management
Massachusetts
$276K – – –
AIFS
3493
A&I Financial Services
Colorado
$276K +$27.3K +33 +11%
TFA
3494
Teamwork Financial Advisors
Texas
$276K -$444K -537 -62%
AV
3495
Aspiring Ventures
Ohio
$275K +$2.33K +3 +0.9%
KHCM
3496
Kirtland Hills Capital Management
Ohio
$274K +$17.6K +21 +7%
GJIA
3497
Glass Jacobson Investment Advisors
Maryland
$274K – – –
CFA
3498
Capstone Financial Advisors
Illinois
$274K -$67.7K -82 -20%
PGF
3499
Plan Group Financial
Oklahoma
$273K +$273K +331 New
AA
3500
Alesco Advisors
New York
$273K +$20.6K +25 +8%
138 139
140
141 142