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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
JF
3601
Joule Financial
Kentucky
$238K
CC
3602
Capstone Capital
Nevada
$238K +$2.23K +3 +1%
EWA
3603
Evolution Wealth Advisors
Florida
$238K +$2.23K +3 +1%
BW
3604
Balance Wealth
Ohio
$238K -$46.1K -62 -17%
MAM
3605
MWA Asset Management
Massachusetts
$237K -$316K -425 -58%
SCG
3606
Sonata Capital Group
Washington
$237K +$744 +1 +0.3%
VC
3607
Veery Capital
Delaware
$237K
FWM
3608
FSA Wealth Management
Massachusetts
$236K +$8.93K +12 +4%
BAWM
3609
Bennett Associates Wealth Management
Pennsylvania
$236K +$230K +309 New
JFGLC
3610
Johnson Financial Group LLC (Colorado)
Colorado
$235K +$229K +308 New
RIM
3611
Rockbridge Investment Management
New York
$234K
ACM
3612
Andina Capital Management
Utah
$234K -$41.7K -56 -15%
CWA
3613
Clarity Wealth Advisors
California
$234K -$1.49K -2 -0.6%
TPCM
3614
Templeton & Phillips Capital Management
Tennessee
$233K
MWA
3615
MFA Wealth Advisors
Pennsylvania
$233K +$11.2K +15 +5%
GWS
3616
Greykasell Wealth Strategies
California
$233K -$33.5K -45 -13%
BCG
3617
Bravias Capital Group
New Jersey
$233K +$33.5K +45 +17%
CIS
3618
Custom Index Systems
New York
$233K +$227K +305 New
CL
3619
CLG LLC
California
$232K +$17.1K +23 +8%
GPW
3620
Genesis Private Wealth
Virginia
$232K -$41.7K -56 -16%
SCM
3621
Sterneck Capital Management
Missouri
$232K
AI
3622
Axecap Investments
Ohio
$231K
HCG
3623
Haven Capital Group
California
$231K
BWP
3624
BlueStem Wealth Partners
Minnesota
$230K +$225K +302 New
GGA
3625
Granite Group Advisors
Connecticut
$230K +$2.23K +3 +1%

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.