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Eli Lilly

3,897 hedge funds and large institutions have $583B invested in Eli Lilly in 2025 Q3 according to their latest regulatory filings, with 215 funds opening new positions, 1,792 increasing their positions, 1,456 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 163

23% more repeat investments, than reductions

Existing positions increased: 1,792 | Existing positions reduced: 1,456

0% less funds holding

Funds holding: 3,9063,897 (-9)

4% less capital invested

Capital invested by funds: $610B → $583B (-$26.6B)

8% less call options, than puts

Call options by funds: $12.7B | Put options by funds: $13.9B

1.82% less ownership

Funds ownership: 82.66%80.84% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 291254 (-37)

Holders
3,897
Holders Change
-9
Holders Change %
-0.23%
% of All Funds
51.14%
Holding in Top 10
254
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.71%
% of All Funds
3.33%
New
215
Increased
1,792
Reduced
1,456
Closed
163
Calls
$12.7B
Puts
$13.9B
Net Calls
-$1.15B
Net Calls Change
-$4.56B
Name Holding Trade Value Shares
Change
Change in
Stake
BIS
3701
BG Investment Services
Guam
$204K
BFWM
3702
Bright Futures Wealth Management
New York
$204K +$199K +268 New
SIG
3703
Spinnaker Investment Group
California
$204K +$199K +267 New
SA
3704
SRH Advisors
Kansas
$204K
FFG
3705
Fortress Financial Group
Minnesota
$203K
UWM
3706
USAdvisors Wealth Management
Minnesota
$203K -$5.95K -8 -3%
HBWM
3707
Hollow Brook Wealth Management
New York
$203K
LAS
3708
Legacy Advisory Services
Pennsylvania
$202K +$197K +265 New
DAM
3709
DLD Asset Management
New York
$202K -$1.38M -1,851 -87%
OIA
3710
Optimum Investment Advisors
Illinois
$202K +$184K +247 +1,372%
AWA
3711
Artemis Wealth Advisors
New York
$201K
DI
3712
DDFG Inc
California
$201K
LWA
3713
LifeGoal Wealth Advisors
New York
$201K +$2.23K +3 +1%
PWA
3714
Primoris Wealth Advisors
Florida
$201K +$2.23K +3 +1%
BWM
3715
Buska Wealth Management
Wisconsin
$201K +$196K +263 New
SVWG
3716
Shared Vision Wealth Group
United States
$201K +$184K +247 New
EWA
3717
EQ Wealth Advisors
Texas
$201K
CWM
3718
Cedar Wealth Management
California
$201K -$2.23K -3 -1%
SHFA
3719
SC&H Financial Advisors
Maryland
$201K +$1.49K +2 +0.8%
FA
3720
Fermata Advisors
California
$200K -$133K -179 -41%
KC
3721
Knuff & Co
California
$200K -$290K -390 -60%
MAS
3722
MPWM Advisory Solutions
Georgia
$193K +$20.1K +27 +12%
AWM
3723
Abound Wealth Management
Tennessee
$193K +$41.7K +56 +29%
KLWA
3724
Kelly Lawrence W & Associates
California
$189K
BFS
3725
Burkett Financial Services
South Carolina
$188K -$81.1K -109 -31%

LLY Hedge Fund Activity: Q3 2025 in Review

3,897 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2025, worth a combined $583B — down 4.4% from $610B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new LLY positions and 163 closed out — a net gain of 52 holders — while 1,792 added to existing stakes and 1,456 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.22B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.51B.

  • 3,897 institutional investors held Eli Lilly (LLY) as of Q3 2025, down from 3,906 in Q2 2025.
  • Funds reported $583B of Eli Lilly stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 215 funds opened new Eli Lilly positions in Q3 2025 and 163 closed out, a net change of +52 holders.
  • The largest Eli Lilly buyer in Q3 2025 was Capital Research Global Investors, an estimated $3.22B added.
  • The largest Eli Lilly seller in Q3 2025 was T. Rowe Price Associates, an estimated $2.51B sold.

Based on aggregated 13F filings for Q3 2025.