LLY icon

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 %
XC
3551
XY Capital
Hong Kong
$257K +$257K +311 New
AA
3552
ACT Advisors
North Carolina
$256K -$6.61K -8 -3%
LAM
3553
Lountzis Asset Management
Pennsylvania
$256K +$256K +292 New
BMM
3554
Berkshire Money Management
Massachusetts
$256K -$66.9K -81 -21%
WFA
3555
Websterrogers Financial Advisors
South Carolina
$256K -$144K -174 -36%
BZWA
3556
Blue Zone Wealth Advisors
California
$256K +$26.4K +32 +12%
FWM
3557
Fonville Wealth Management
Virginia
$255K -$28.9K -35 -10%
SFWC
3558
Strategic Family Wealth Counselors
New Jersey
$255K +$31.4K +38 +14%
AI
3559
Axecap Investments
Ohio
$255K -$44.6K -54 -15%
SWA
3560
ShankerValleau Wealth Advisors
Illinois
$255K – – –
GKFF
3561
George Kaiser Family Foundation
Oklahoma
$255K +$255K +309 New
LFS
3562
Lutz Financial Services
Nebraska
$254K -$4.96K -6 -2%
MAS
3563
MPWM Advisory Solutions
Georgia
$254K +$52.1K +63 +26%
WWA
3564
Wingate Wealth Advisors
Massachusetts
$254K – – –
TPCM
3565
Templeton & Phillips Capital Management
Tennessee
$253K – – –
AI
3566
Atom Investors
Texas
$252K +$826 +1 +0.3%
IPW
3567
Intergy Private Wealth
Colorado
$252K +$252K +305 New
SCM
3568
Sterneck Capital Management
Missouri
$251K -$9.91K -12 -4%
HCG
3569
Haven Capital Group
California
$251K +$251K +304 New
FRA
3570
Front Row Advisors
California
$251K – – –
MWM
3571
Maridea Wealth Management
New York
$250K -$19K -23 -7%
SPP
3572
Single Point Partners
Massachusetts
$249K -$19.8K -24 -7%
SI
3573
Stonekeep Investments
New Mexico
$249K – – –
AFIA
3574
America First Investment Advisors
Nebraska
$249K – – –
ONGA
3575
O'Neil Global Advisors
California
$248K +$248K +300 New
141 142
143
144 145