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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
SAM
3501
Strive Asset Management
Ohio
$274K -$83.3K -112 -24%
BWM
3502
BKM Wealth Management
Wisconsin
$274K -$45.4K -61 -15%
2WWM
3503
21 West Wealth Management
California
$274K -$9.67K -13 -3%
PWP
3504
Phillips Wealth Planners
Mississippi
$274K +$44.6K +60 +23%
OWM
3505
OneAscent Wealth Management
Alabama
$273K -$744 -1 -0.3%
VFA
3506
Values First Advisors
Tennessee
$272K -$4.46K -6 -2%
IC
3507
Iconiq Capital
California
$272K -$2.49M -3,349 -90%
BRWM
3508
Blue Rock Wealth Management
North Carolina
$272K +$41.7K +56 +19%
CCT
3509
Chemung Canal Trust
New York
$272K +$48.4K +65 +22%
LIA
3510
LifePlan Investment Advisors
North Carolina
$271K +$35.7K +48 +16%
SCM
3511
Stordahl Capital Management
Colorado
$271K -$12.7K -17 -5%
FB
3512
Finward Bancorp
Indiana
$271K -$29.8K -40 -10%
MWP
3513
Meredith Wealth Planning
Illinois
$271K -$3.72K -5 -1%
JPLA
3514
Joseph P. Lucia & Associates
New York
$270K -$92.3K -124 -26%
LF
3515
LifeSteps Financial
California
$270K -$20.8K -28 -7%
CWM
3516
Cranbrook Wealth Management
Michigan
$270K +$79.6K +107 +43%
SCM
3517
Spreng Capital Management
Ohio
$269K +$4.46K +6 +2%
TI
3518
tru Independence
Oregon
$268K -$4.46K -6 -2%
PFW
3519
Petros Family Wealth
Minnesota
$267K -$5.21K -7 -2%
TF
3520
Threadgill Financial
Texas
$267K +$37.2K +50 +17%
CFS
3521
Cannon Financial Strategists
Georgia
$266K
WPW
3522
Watershed Private Wealth
Illinois
$266K
BWP
3523
Bernardo Wealth Planning
Pennsylvania
$265K +$40.2K +54 +18%
ELM
3524
Elite Life Management
Florida
$265K -$43.2K -58 -15%
LRIA
3525
Leonard Rickey Investment Advisors
Washington
$265K -$3.72K -5 -1%

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.