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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 %
WFA
3776
West Financial Advisors
Iowa
$35.9K – – –
IWM
3777
IMG Wealth Management
Florida
$35.1K +$35.1K +45 New
BCM
3778
Blume Capital Management
California
$34.3K +$10.9K +14 +47%
WPA
3779
Wealth Preservation Advisors
Tennessee
$31.4K +$5.49K +7 +21%
MIM
3780
Manitou Investment Management
Ontario, Canada
$31.2K – – –
BFS
3781
Bare Financial Services
Pennsylvania
$31.2K +$22.6K +29 +264%
FGC
3782
Financial Gravity Companies
Texas
$31.2K +$31.2K +40 New
EWM
3783
Evolution Wealth Management
Florida
$28.8K +$28.8K +37 New
PPA
3784
Painted Porch Advisors
California
$27.3K – – –
SMFG
3785
Sumitomo Mitsui Financial Group
Japan
$27.1K +$27.1K +35 New
CWM
3786
Copia Wealth Management
Oregon
$26.5K +$2.34K +3 +10%
WA
3787
WestEnd Advisors
North Carolina
$26.5K +$2.34K +3 +10%
PWA
3788
Principia Wealth Advisory
Texas
$26.5K +$7.02K +9 +36%
BIM
3789
Breakwater Investment Management
Washington
$25.7K – – –
RFA
3790
Reyes Financial Architecture
California
$24.2K -$2.34K -3 -9%
1L
3791
10Elms LLP
Oklahoma
$23.4K – – –
TCM
3792
Traub Capital Management
Massachusetts
$21.8K +$21.8K +28 New
DF
3793
DecisionPoint Financial
Arizona
$21.8K +$5.45K +7 +33%
ICCON
3794
Investment Counsel Company of Nevada
Nevada
$21K -$60K -77 -74%
TPW
3795
Talon Private Wealth
Florida
$20.3K +$20.3K +26 New
MAWAG
3796
Mid-American Wealth Advisory Group
Missouri
$20.3K +$20.3K +26 New
KA
3797
Kozak & Associates
Colorado
$19.8K – – –
TIM
3798
Thompson Investment Management
Wisconsin
$19.5K – – –
PWM
3799
Parkworth Wealth Management
California
$17.9K +$9.35K +12 +109%
HFS
3800
Hopwood Financial Services
Virginia
$17.3K -$43.2K -55 -71%
150 151
152
153 154