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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 %
EWA
3551
Evolution Wealth Advisors
Florida
$241K +$7.8K +10 +3%
CC
3552
Capstone Capital
Nevada
$241K -$2.34K -3 -1%
SWA
3553
ShankerValleau Wealth Advisors
Illinois
$241K – – –
CWA
3554
Clarity Wealth Advisors
California
$240K +$24.2K +31 +11%
SWM
3555
SK Wealth Management
Rhode Island
$240K +$4.73K +6 +2%
LIA
3556
LifePlan Investment Advisors
North Carolina
$240K -$3.9K -5 -2%
SFP
3557
SwitchPoint Financial Planning
Utah
$240K +$240K +307 New
RIM
3558
Rockbridge Investment Management
New York
$239K -$15.6K -20 -6%
MPM
3559
MBB Public Markets
Illinois
$239K -$53.8K -69 -18%
WAN
3560
Wealth Advisors Northwest
Oregon
$239K +$239K +307 New
TPCM
3561
Templeton & Phillips Capital Management
Tennessee
$239K – – –
SCM
3562
Sterneck Capital Management
Missouri
$237K – – –
NI
3563
NDVR Inc
Massachusetts
$236K -$19.5K -25 -8%
AI
3564
Axecap Investments
Ohio
$236K -$4.68K -6 -2%
HCG
3565
Haven Capital Group
California
$236K -$779 -1 -0.3%
PP
3566
Pacifica Partners
Canada
$236K – – –
ACM
3567
Advance Capital Management
Michigan
$236K -$21.1K -27 -8%
SPP
3568
Single Point Partners
Massachusetts
$235K – – –
WCM
3569
Warburton Capital Management
Oklahoma
$235K +$49.4K +65 +27%
HFS
3570
Hughes Financial Services
Virginia
$235K -$5.96K -8 -2%
CSIA
3571
Conrad Siegel Investment Advisors
Pennsylvania
$235K -$21.8K -28 -9%
AFIA
3572
America First Investment Advisors
Nebraska
$235K – – –
NCM
3573
Noesis Capital Mangement
Florida
$234K -$85K -109 -27%
Mawer Investment Management
3574
Mawer Investment Management
Alberta, Canada
$234K – – –
CM
3575
Columbus Macro
Pennsylvania
$234K – – –
141 142
143
144 145