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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 %
TWM
3626
Tanager Wealth Management
United Kingdom
$218K -$26.5K -34 -11%
GG
3627
GenWealth Group
New Jersey
$218K – – –
PK
3628
Pflug Koory
Nebraska
$217K – – –
CIS
3629
Continental Investors Services
Washington
$217K +$7.79K +10 +4%
PWM
3630
Puff Wealth Management
New Jersey
$217K -$6.25K -8 -3%
LWMM
3631
Legacy Wealth Management (Mississippi)
Mississippi
$217K – – –
OS
3632
Objectivity Squared
South Carolina
$215K – – –
BRIA
3633
Balanced Rock Investment Advisors
Massachusetts
$215K -$780 -1 -0.4%
SH
3634
SLT Holdings
Arizona
$215K – – –
EPW
3635
Endeavor Private Wealth
Kansas
$215K +$779 +1 +0.4%
AWP
3636
Astra Wealth Partners
New Jersey
$214K -$17.2K -22 -7%
KWA
3637
Kellett Wealth Advisors
Ohio
$214K +$12.5K +16 +6%
FA
3638
Fiducient Advisors
Illinois
$214K +$214K +275 New
UWM
3639
USAdvisors Wealth Management
Minnesota
$213K -$9.33K -12 -4%
O3W
3640
Omni 360 Wealth
New Jersey
$212K -$187K -240 -47%
ACA
3641
Ackerman Capital Advisors
Texas
$212K +$11.7K +15 +6%
WWA
3642
Wealth Watch Advisors
Colorado
$212K +$212K +497 New
DW
3643
Dodds Wealth
Colorado
$211K – – –
PFM
3644
Patton Fund Management
Texas
$211K +$211K +271 New
NL
3645
NDWM LLC
California
$210K – – –
BIS
3646
BG Investment Services
Guam
$209K – – –
SA
3647
SRH Advisors
Kansas
$208K – – –
AIA
3648
Allied Investment Advisors
Montana
$208K -$2.33K -3 -1%
HBWM
3649
Hollow Brook Wealth Management
New York
$207K – – –
CWM
3650
Cedar Wealth Management
California
$207K +$5.46K +7 +3%
144 145
146
147 148