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Eli Lilly
LLY

Overview Fund Activity

3,871 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, 1,772 increasing their positions, 1,396 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.58%
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
1,772
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 %
PK
3626
Pflug Koory
Nebraska
$230K -$14K -17 -6%
LWMM
3627
Legacy Wealth Management (Mississippi)
Mississippi
$230K – – –
CWA
3628
Clarity Wealth Advisors
California
$229K -$28.9K -35 -11%
BRIA
3629
Balanced Rock Investment Advisors
Massachusetts
$229K -$13.2K -16 -5%
BWP
3630
Bernardo Wealth Planning
Pennsylvania
$228K +$228K +276 New
FW
3631
Fidato Wealth
Ohio
$228K +$9.09K +11 +4%
MCA
3632
Midwest Capital Advisors
Michigan
$228K +$33K +40 +17%
SH
3633
SLT Holdings
Arizona
$228K +$228K +276 New
EPW
3634
Endeavor Private Wealth
Kansas
$227K +$227K +275 New
AL
3635
ADE LLC
Maryland
$227K – – –
A
3636
AlphaQuest
New York
$227K -$148K -179 -39%
NC
3637
Napatree Capital
Rhode Island
$226K +$226K +274 New
DK
3638
David Kennon
Florida
$226K +$226K +273 New
OWM
3639
OneAscent Wealth Management
Alabama
$225K -$62K -75 -22%
MWM
3640
Momentous Wealth Management
Washington
$225K +$225K +272 New
DW
3641
Dodds Wealth
Colorado
$224K – – –
SA
3642
Sunesis Advisors
Kansas
$224K – – –
NL
3643
NDWM LLC
California
$223K – – –
AIA
3644
Allied Investment Advisors
Montana
$223K – – –
CIS
3645
Continental Investors Services
Washington
$223K +$223K +269 New
BIS
3646
BG Investment Services
Guam
$221K +$221K +268 New
MTC
3647
Matrix Trust Company
Colorado
$221K +$45.5K +55 +26%
SA
3648
SRH Advisors
Kansas
$221K – – –
CRFG
3649
Columbia River Financial Group
Washington
$220K – – –
HBWM
3650
Hollow Brook Wealth Management
New York
$220K – – –
144 145
146
147 148