LLY icon

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 %
2L
3526
25 LLC
Missouri
$251K -$3.12K -4 -1%
LFS
3527
Lutz Financial Services
Nebraska
$251K +$10.9K +14 +5%
FDDB
3528
Fidelity D&D Bancorp
Pennsylvania
$250K – – –
ACM
3529
Aspen Capital Management
Idaho
$249K – – –
EWA
3530
ERTS Wealth Advisors
Michigan
$248K – – –
CWA
3531
Cornerstone Wealth Advisors
Minnesota
$248K – – –
GFG
3532
Goldstone Financial Group
Illinois
$248K -$62.5K -80 -20%
PAG
3533
Paladin Advisory Group
Iowa
$247K -$98.2K -126 -28%
LSWM
3534
Lorne Steinberg Wealth Management
Canada
$246K – – –
LWM
3535
Lodestone Wealth Management
Washington
$245K -$42.1K -54 -15%
AFWM
3536
AMJ Financial Wealth Management
Virginia
$245K – – –
HSG
3537
Helen Stephens Group
Texas
$245K – – –
AA
3538
AJ Advisors
Tennessee
$245K -$1.56K -2 -0.6%
XSC
3539
X-Square Capital
Puerto Rico
$244K +$1.56K +2 +0.6%
BWM
3540
Biltmore Wealth Management
Arizona
$244K +$779 +1 +0.3%
BMM
3541
Berkshire Money Management
Massachusetts
$243K +$1.56K +2 +0.6%
WWM
3542
Wiser Wealth Management
Georgia
$243K -$3.12K -4 -1%
JF
3543
Joule Financial
Kentucky
$243K – – –
MAA
3544
Mraz Amerine & Associates
California
$243K +$39K +50 +19%
KCP
3545
Kera Capital Partners
California
$242K +$8.58K +11 +4%
WFC
3546
Western Financial Corp
California
$242K -$835K -1,072 -78%
SCG
3547
Sonata Capital Group
Washington
$242K +$242K +310 New
VC
3548
Veery Capital
Delaware
$242K -$6.24K -8 -3%
WFA
3549
Websterrogers Financial Advisors
South Carolina
$242K – – –
EIG
3550
Ellenbecker Investment Group
Wisconsin
$242K +$22.7K +29 +10%
140 141
142
143 144