LLY icon

Eli Lilly
LLY

Overview Fund Activity

3,840 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, 1,737 increasing their positions, 1,431 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,840
Holders Change
-31
Holders Change %
-0.8%
% 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
1,737
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 %
FIM
3701
FWL Investment Management
Texas
$147K +$32.7K +42 +29%
S
3702
Sachetta
Massachusetts
$146K +$16.3K +21 +13%
RF
3703
Roxbury Financial
New Jersey
$146K +$59.9K +77 +70%
CIA
3704
Cape Investment Advisory
Georgia
$145K +$12.5K +16 +9%
PAS
3705
Point72 Asia (Singapore)
Singapore
$144K +$144K +185 New
BGAI
3706
Bruce G. Allen Investments
Colorado
$142K -$22.6K -29 -14%
GK
3707
Graney & King
New York
$141K +$18K +23 +15%
BHWM
3708
Bay Harbor Wealth Management
Maryland
$139K +$36.6K +47 +36%
POIA
3709
Pin Oak Investment Advisors
Texas
$138K -$5.75K -7 -4%
PWM
3710
Proathlete Wealth Management
Florida
$134K +$35.1K +45 +35%
HHMI
3711
Howard Hughes Medical Institute
Maryland
$133K +$133K +170 New
RWM
3712
Rialto Wealth Management
New York
$130K -$781 -1 -0.6%
DI
3713
DAGCO Inc
Ohio
$127K – – –
LFASL
3714
Lugano Financial Advisors SA (LFA)
Switzerland
$126K +$5.46K +7 +5%
BCM
3715
Boreal Capital Management
Florida
$124K +$124K +159 New
AWM
3716
Accredited Wealth Management
Kentucky
$123K -$214K -275 -64%
BI
3717
Binnacle Investments
Iowa
$123K +$6.24K +8 +5%
SC
3718
Swan Capital
Florida
$119K +$13.3K +17 +13%
HB
3719
Horizon Bancorp
Indiana
$118K – – –
RWS
3720
Retirement Wealth Solutions
Wisconsin
$117K – – –
TWD
3721
True Wealth Design
Ohio
$116K +$7.78K +10 +7%
STB
3722
S&T Bank
Pennsylvania
$115K -$3.9K -5 -3%
PA
3723
Pineridge Advisors
Missouri
$112K +$2.34K +3 +2%
MSG
3724
Main Street Group
Virginia
$110K – – –
SR
3725
Syntax Research
Florida
$109K – – –
147 148
149
150 151