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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 %
FIM
3751
FWL Investment Management
Texas
$95.7K – – –
BFPW
3752
BOK Financial Private Wealth
Colorado
$95.7K +$10.8K +14 +13%
BHWM
3753
Bay Harbor Wealth Management
Maryland
$94.2K +$23.2K +30 +33%
W
3754
WealthCollab
Washington
$92.6K +$4.63K +6 +5%
VWA
3755
Valued Wealth Advisors
Utah
$91.1K +$772 +1 +0.9%
AWM
3756
Activest Wealth Management
Florida
$87.9K -$1.54K -2 -2%
RF
3757
Roxbury Financial
New Jersey
$87.4K +$87.4K +109 New
CPG
3758
Cornerstone Planning Group
New Jersey
$86.5K -$5.66K -7 -6%
MDCM
3759
Morgan Dempsey Capital Management
Wisconsin
$86K – – –
RFG
3760
REAP Financial Group
Texas
$84.4K -$27.9K -36 -25%
SFCL
3761
Strengthening Families & Communities LLC
Massachusetts
$82K -$2.75M -3,553 -97%
HI
3762
Hoey Investments
Pennsylvania
$81.1K -$176K -228 -68%
TLA
3763
Tanglewood Legacy Advisors
Texas
$80.3K – – –
ICCON
3764
Investment Counsel Company of Nevada
Nevada
$80.3K +$80.3K +104 New
NBT
3765
Northwest Bank & Trust
Iowa
$79.5K – – –
CAS
3766
Coppell Advisory Solutions
Texas
$78.9K -$150K -194 -66%
SC
3767
Stephens Consulting
Michigan
$78K -$65.6K -85 -46%
MWA
3768
Miller Wealth Advisors
Colorado
$77.2K – – –
NWM
3769
Navigoe Wealth Management
California
$77K +$77K +101 New
MFG
3770
Mendota Financial Group
Wisconsin
$76.4K -$34K -44 -31%
AP
3771
Aspect Partners
Virginia
$73.3K -$3.09K -4 -4%
WAS
3772
Winch Advisory Services
Wisconsin
$67.2K +$3.86K +5 +6%
T
3773
Transce3nd
Texas
$67.2K +$67.2K +87 New
CSC
3774
Caldwell Sutter Capital
California
$66.4K +$15.4K +20 +30%
BA
3775
Bellwether Advisors
Nebraska
$65.6K +$65.6K +85 New
149 150
151
152 153