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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 %
SFG
3476
Seamount Financial Group
Colorado
$273K +$273K +350 New
CFS
3477
Cannon Financial Strategists
Georgia
$271K – – –
WPW
3478
Watershed Private Wealth
Illinois
$271K -$21.8K -28 -7%
AV
3479
Aspiring Ventures
Ohio
$270K -$5.46K -7 -2%
SCM
3480
Spreng Capital Management
Ohio
$270K – – –
KDA
3481
Kraft Davis & Associates
Missouri
$270K +$33.1K +41 +14%
AP
3482
Aspect Partners
Virginia
$269K +$195K +250 +263%
EB
3483
Emprise Bank
Kansas
$268K -$159K -204 -37%
EWM
3484
Elevatus Welath Management
New York
$268K +$64.7K +83 +32%
FCM
3485
Fieldview Capital Management
Michigan
$267K +$267K +343 New
IW
3486
Instrumental Wealth
Florida
$267K +$19.3K +25 +8%
TAM
3487
TCP Asset Management
Ohio
$266K +$3.9K +5 +1%
AAMC
3488
Asset Allocation & Management Company
Illinois
$265K – – –
DI
3489
Disciplined Investors
Texas
$264K +$35.8K +46 +16%
NFC
3490
Northstar Financial Companies
Pennsylvania
$263K -$606K -778 -70%
EMFAT
3491
Emerald Mutual Fund Advisers Trust
Pennsylvania
$263K -$67K -86 -20%
HWM
3492
Horizons Wealth Management
North Carolina
$263K – – –
GSIS
3493
Global Strategic Investment Solutions
Arizona
$263K – – –
MWPCG
3494
Measured Wealth Private Client Group
New Hampshire
$263K – – –
ACM
3495
Ashford Capital Management
Delaware
$262K -$13.3K -17 -5%
GWM
3496
Gitterman Wealth Management
New Jersey
$261K -$279K -358 -52%
DI
3497
Disciplined Investments
Oklahoma
$261K -$780 -1 -0.3%
BMWM
3498
Brown Miller Wealth Management
Virginia
$260K -$10.9K -14 -4%
HCWM
3499
Hidden Cove Wealth Management
Washington
$260K -$8.58K -11 -3%
SWG
3500
Summit Wealth Group
Vermont
$260K -$13.3K -17 -5%
138 139
140
141 142