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 %
LAM
3601
Lountzis Asset Management
Pennsylvania
$228K – – –
CFS
3602
Coordinated Financial Services
Colorado
$227K -$7.03K -9 -3%
MWA
3603
MFA Wealth Advisors
Pennsylvania
$227K -$58.5K -75 -20%
CCT
3604
Chemung Canal Trust
New York
$227K – – –
FRA
3605
Front Row Advisors
California
$225K -$10.9K -14 -5%
AF
3606
AGP Franklin
Tennessee
$225K – – –
CPW
3607
Cove Private Wealth
New York
$225K +$225K +289 New
PPWM
3608
Perissos Private Wealth Management
Oklahoma
$225K – – –
FCT
3609
First Community Trust
Iowa
$224K +$18.7K +24 +9%
PFM
3610
Peak Financial Management
Massachusetts
$223K -$26.5K -34 -11%
IEFM
3611
IQ EQ Fund Management
Ireland
$223K – – –
NCM
3612
New Capital Management
Texas
$223K +$223K +286 New
SI
3613
Stonekeep Investments
New Mexico
$222K -$12.5K -16 -5%
APWA
3614
Atlas Private Wealth Advisors
New Jersey
$222K +$222K +284 New
CSC
3615
Caldwell Sutter Capital
California
$221K +$160K +205 +259%
SAM
3616
Shikiar Asset Management
New York
$221K – – –
CDWM
3617
Campbell Deegan Wealth Management
Virginia
$221K – – –
CFC
3618
Coyle Financial Counsel
Illinois
$221K +$221K +283 New
CNC
3619
Citizens & Northern Corp
Pennsylvania
$220K -$41.3K -53 -16%
CL
3620
COWA LLC
Oklahoma
$220K +$220K +282 New
DIA
3621
Davidson Investment Advisors
Montana
$220K +$220K +282 New
BF
3622
Baring Financial
Washington
$220K -$13.2K -17 -6%
PIWA
3623
Prevail Innovative Wealth Advisors
Kansas
$219K -$71.7K -92 -25%
CL
3624
CLG LLC
California
$219K +$24.9K +32 +13%
LRWA
3625
Long Run Wealth Advisors
New York
$219K +$778 +1 +0.4%
143 144
145
146 147