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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 %
Mawer Investment Management
3576
Mawer Investment Management
Alberta, Canada
$234K – – –
LFA
3577
Legend Financial Advisors
Pennsylvania
$234K – – –
TF
3578
Threadgill Financial
Texas
$234K – – –
DMKJ
3579
David M. Knott Jr
$234K – – –
HWM
3580
HRC Wealth Management
Idaho
$234K – – –
AI
3581
Auour Investments
Massachusetts
$234K – – –
CGA
3582
Crescent Grove Advisors
Illinois
$234K +$234K +300 New
MC
3583
Miramar Capital
Illinois
$234K +$234K +300 New
GGA
3584
Granite Group Advisors
Connecticut
$233K -$70.2K -90 -23%
AWC
3585
Adamsbrown Wealth Consultants
Kansas
$233K +$3.11K +4 +1%
FPF
3586
First Pacific Financial
Washington
$232K +$84.2K +108 +57%
FWM
3587
FSA Wealth Management
Massachusetts
$232K – – –
WWM
3588
Whalen Wealth Management
Nevada
$231K +$10.1K +13 +5%
OWA
3589
Outlook Wealth Advisors
Texas
$231K -$17.9K -23 -7%
SWA
3590
Strata Wealth Advisors
Texas
$231K -$89.6K -115 -28%
IPW
3591
Intergy Private Wealth
Colorado
$231K -$7.02K -9 -3%
HA
3592
HFG Advisors
Ohio
$231K – – –
JWM
3593
Jacksonville Wealth Management
Florida
$231K +$231K +296 New
LI
3594
Lafayette Investments
Maryland
$230K – – –
AWG
3595
Altus Wealth Group
Colorado
$229K -$45.2K -58 -16%
BWCS
3596
Beirne Wealth Consulting Services
Connecticut
$229K – – –
PWP
3597
Precedent Wealth Partners
Texas
$229K +$30.4K +39 +15%
BWP
3598
Bernardo Wealth Planning
Pennsylvania
$229K +$13.3K +17 +6%
RA
3599
Riversedge Advisors
Delaware
$228K -$63.9K -82 -22%
SA
3600
Sylvest Advisors
Texas
$228K +$228K +293 New
142 143
144
145 146