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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 %
MBFW
3751
Morton Brown Family Wealth
Pennsylvania
$60K +$8.58K +11 +17%
APW
3752
Acima Private Wealth
Virginia
$58.5K -$147K -188 -71%
FAI
3753
Fiduciary Advisors Inc
Missouri
$58.5K – – –
MSWA
3754
Marshall & Sterling Wealth Advisors
New York
$57.8K -$18.5K -24 -24%
HWP
3755
Highline Wealth Partners
California
$57.8K +$3.9K +5 +7%
CGA
3756
Compound Global Advisors
Washington
$55.3K -$217K -279 -80%
FC
3757
Family CFO
California
$53.8K +$53.8K +69 New
IHWM
3758
Iron Horse Wealth Management
Iowa
$51.4K – – –
HC
3759
Hara Capital
Washington
$50.7K – – –
HC
3760
Hoese & Co
Minnesota
$50.7K – – –
TFA
3761
Toth Financial Advisory
Virginia
$49.9K – – –
SC
3762
Stephens Consulting
Michigan
$49.1K -$14K -18 -22%
PMIM
3763
Prudent Man Investment Management
Colorado
$47.9K – – –
DRP
3764
Decker Retirement Planning
Utah
$46.8K -$73.3K -94 -61%
WCM
3765
WealthTrak Capital Management
Virginia
$46K +$13.3K +17 +40%
WOC
3766
West Oak Capital
California
$44.5K +$2.46K +316 +6%
CFS
3767
CGC Financial Services
Oregon
$42.8K -$39.7K -51 -48%
IUHSA
3768
Itau Unibanco Holding S.A.
Brazil
$42.1K – – –
CCMI
3769
Creative Capital Management Investments
California
$40.5K – – –
TFA
3770
Transamerica Financial Advisors
Florida
$40.3K -$5.45M -7,021 -99%
T
3771
Tidemark
California
$39.8K +$16.4K +21 +70%
SJIM
3772
St. Johns Investment Management
Florida
$39.8K – – –
WPWM
3773
Western Pacific Wealth Management
Illinois
$39.2K – – –
TFG
3774
Team Financial Group
California
$37.1K +$37.1K +48 New
OBWP
3775
O'Brien Wealth Partners
Massachusetts
$36.6K -$9.35K -12 -20%
149 150
151
152 153