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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
51.48%
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 %
FFG
3651
Fortress Financial Group
Minnesota
$207K +$207K +266 New
IPW
3652
Impact Partnership Wealth
Georgia
$207K -$464K -595 -69%
NIM
3653
Nicollet Investment Management
Minnesota
$206K -$390K -500 -65%
SC
3654
Sierra Capital
Florida
$206K +$13.3K +17 +7%
DI
3655
DDFG Inc
California
$206K – – –
AWA
3656
Artemis Wealth Advisors
New York
$206K +$206K +264 New
PWP
3657
Phillips Wealth Planners
Mississippi
$205K -$10.1K -13 -5%
EWA
3658
EQ Wealth Advisors
Texas
$205K – – –
SFWC
3659
Strategic Family Wealth Counselors
New Jersey
$205K -$35.9K -46 -15%
CRFG
3660
Columbia River Financial Group
Washington
$205K – – –
Renaissance Technologies
3661
Renaissance Technologies
New York
$205K -$75.3M -96,051 -100%
LFGO
3662
Legacy Financial Group (Oklahoma)
Oklahoma
$204K -$89.8K -115 -31%
SHFA
3663
SC&H Financial Advisors
Maryland
$204K +$204K +261 New
TIM
3664
Total Investment Management
Arizona
$203K +$9.36K +12 +5%
PWA
3665
Primoris Wealth Advisors
Florida
$203K +$203K +261 New
LWA
3666
LifeGoal Wealth Advisors
New York
$203K -$15.6K -20 -7%
AL
3667
ADE LLC
Maryland
$203K -$10.9K -14 -5%
HPBT
3668
Hickory Point Bank & Trust
Illinois
$203K +$3.9K +5 +2%
BCG
3669
Bravias Capital Group
New Jersey
$203K +$7.79K +10 +4%
STFP
3670
Signal Tree Financial Partners
Ohio
$203K +$203K +260 New
RFA
3671
RTD Financial Advisors
Pennsylvania
$203K -$15.6K -20 -7%
OCFG
3672
O'Connor Financial Group
Illinois
$201K +$201K +258 New
FFA
3673
Frazier Financial Advisors
Ohio
$201K -$46K -59 -19%
SPIA
3674
Strategic Point Investment Advisors
Rhode Island
$201K – – –
CNWM
3675
Clay Northam Wealth Management
California
$201K +$11.7K +15 +6%
145 146
147
148 149