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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 %
DWS
3726
Dynamic Wealth Strategies
California
$103K +$1.56K +2 +2%
SFA
3727
Semmax Financial Advisors
North Carolina
$101K +$624 +1 +0.6%
VFIC
3728
Valley Forge Investment Consultants
Pennsylvania
$95.9K -$7.8K -10 -8%
W
3729
WealthCollab
Washington
$95.1K – – –
VWA
3730
Valued Wealth Advisors
Utah
$93.7K -$11.7K -15 -11%
BA
3731
Bellwether Advisors
Nebraska
$93.5K +$27.3K +35 +41%
HC
3732
Hurley Capital
New York
$89K +$8.59K +11 +11%
SFCL
3733
Strengthening Families & Communities LLC
Massachusetts
$88.4K +$77.6K +94 +723%
CCMW
3734
Cypress Capital Management (Wyoming)
Wyoming
$86.5K +$22.6K +29 +35%
WR
3735
WD Rutherford
Oregon
$85.7K +$85.7K +110 New
MDCM
3736
Morgan Dempsey Capital Management
Wisconsin
$83.2K -$3.89K -5 -4%
PWA
3737
Provenance Wealth Advisors
Florida
$81.9K -$103K -132 -56%
HI
3738
Hoey Investments
Pennsylvania
$81.9K – – –
HIA
3739
HFM Investment Advisors
New Jersey
$81.2K +$3.91K +5 +5%
NWM
3740
Navigoe Wealth Management
California
$78K – – –
TLA
3741
Tanglewood Legacy Advisors
Texas
$78K – – –
TTIC
3742
Tower Trust & Investment Company
Iowa
$78K – – –
MWA
3743
Miller Wealth Advisors
Colorado
$78K – – –
MFG
3744
Mendota Financial Group
Wisconsin
$77.2K – – –
WAS
3745
Winch Advisory Services
Wisconsin
$76.4K – – –
SHIM
3746
Stone House Investment Management
Pennsylvania
$75.6K -$10.1K -13 -12%
GC
3747
GFG Capital
Florida
$65.5K -$499K -640 -88%
KG
3748
Kilter Group
New York
$65.5K +$65.5K +84 New
IAS
3749
IMA Advisory Services
Colorado
$61.6K +$9.35K +12 +18%
TCM
3750
TD Capital Management
Tennessee
$60.9K +$18K +23 +42%
148 149
150
151 152