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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
SWA
3526
ShankerValleau Wealth Advisors
Illinois
$264K +$27.5K +37 +12%
ICA
3527
Infrastructure Capital Advisors
New York
$263K +$237K +318 New
TAM
3528
TCP Asset Management
Ohio
$263K +$2.98K +4 +1%
CCP
3529
Carmel Capital Partners
California
$262K -$225K -302 -47%
EB
3530
Emprise Bank
Kansas
$262K
PM
3531
Pembroke Management
Quebec, Canada
$262K +$256K +344 New
SHFP
3532
Second Half Financial Partners
Florida
$262K +$256K +344 New
RH
3533
RFG Holdings
Texas
$262K +$255K +343 New
KHCM
3534
Kirtland Hills Capital Management
Ohio
$262K +$11.9K +16 +5%
JHP
3535
James Hambro & Partners
United Kingdom
$262K +$11.2K +15 +5%
GWSA
3536
Global Wealth Strategies & Associates
Colorado
$261K -$22.3K -30 -8%
FA
3537
Fedenia Advisers
Wisconsin
$261K +$255K +342 New
KW
3538
Keyvantage Wealth
Pennsylvania
$261K -$145K -195 -36%
GL
3539
Gerber LLC
Ohio
$259K -$18.6K -25 -7%
AAMC
3540
Asset Allocation & Management Company
Illinois
$259K
CRFG
3541
Columbia River Financial Group
Washington
$258K
HWM
3542
Horizons Wealth Management
North Carolina
$258K
PP
3543
Pacifica Partners
Canada
$258K +$5.95K +8 +3%
FWP
3544
Firethorn Wealth Partners
Georgia
$257K -$289K -388 -54%
ACM
3545
Ashford Capital Management
Delaware
$256K
BIA
3546
Bell Investment Advisors
California
$256K +$9.67K +13 +4%
RMC
3547
Ring Mountain Capital
California
$256K +$3.72K +5 +2%
AWM
3548
Adams Wealth Management
Utah
$256K
CI
3549
CacheTech Inc
Utah
$256K
DI
3550
Disciplined Investments
Oklahoma
$255K

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.