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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWC
3651
Strategic Family Wealth Counselors
New Jersey
$209K +$209K +271 New
NL
3652
NDWM LLC
California
$208K -$12.4K -16 -6%
LI
3653
Lafayette Investments
Maryland
$208K +$7.72K +10 +4%
BF
3654
Baring Financial
Washington
$208K +$208K +270 New
MIAS
3655
Mason Investment Advisory Services
Virginia
$208K +$771 +1 +0.4%
AIA
3656
Allied Investment Advisors
Montana
$208K +$13.9K +18 +7%
UWM
3657
USAdvisors Wealth Management
Minnesota
$208K -$97.4K -126 -32%
MCM
3658
Mainstream Capital Management
California
$208K – – –
DI
3659
Disciplined Investors
Texas
$207K +$207K +259 New
SA
3660
SRH Advisors
Kansas
$206K – – –
AFGAS
3661
Allegiance Financial Group Advisory Services
Virginia
$206K +$206K +267 New
CRFG
3662
Columbia River Financial Group
Washington
$206K +$206K +267 New
HBWM
3663
Hollow Brook Wealth Management
New York
$205K -$165K -214 -45%
GWP
3664
Gen-Wealth Partners
Michigan
$205K +$1.54K +2 +0.8%
MFA
3665
Morling Financial Advisors
California
$205K +$9.26K +12 +5%
AWC
3666
Adamsbrown Wealth Consultants
Kansas
$205K +$10.8K +14 +6%
FW
3667
Fidato Wealth
Ohio
$205K +$205K +265 New
RI
3668
Rinkey Investments
California
$205K +$205K +265 New
NC
3669
NovaPoint Capital
Georgia
$205K +$205K +265 New
DW
3670
Dodds Wealth
Colorado
$204K – – –
BC
3671
Brio Consultants
California
$204K +$204K +264 New
DI
3672
DDFG Inc
California
$204K – – –
BCG
3673
Bravias Capital Group
New Jersey
$203K +$203K +251 New
FPGT
3674
Financial Partners Group (Tennessee)
Tennessee
$203K +$773 +1 +0.4%
APW
3675
Acima Private Wealth
Virginia
$203K – – –
145 146
147
148 149