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Eli Lilly

3,920 hedge funds and large institutions have $689B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,798 increasing their positions, 1,410 reducing their positions, and 171 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 250 | Existing positions closed: 171

28% more repeat investments, than reductions

Existing positions increased: 1,798 | Existing positions reduced: 1,410

18% more funds holding in top 10

Funds holding in top 10: 337399 (+62)

14% more capital invested

Capital invested by funds: $606B → $689B (+$83.2B)

5.91% more ownership

Funds ownership: 82.33%88.24% (+5.9%)

0% more funds holding

Funds holding: 3,9073,920 (+13)

7% less call options, than puts

Call options by funds: $9.22B | Put options by funds: $9.88B

Holders
3,920
Holders Change
+13
Holders Change %
+0.33%
% of All Funds
52.55%
Holding in Top 10
399
Holding in Top 10 Change
+62
Holding in Top 10 Change %
+18.4%
% of All Funds
5.35%
New
250
Increased
1,798
Reduced
1,410
Closed
171
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Change in
Stake
MSG
3801
Main Street Group
Virginia
$117K
PA
3802
Pineridge Advisors
Missouri
$116K -$923K -1,109 -89%
SR
3803
Syntax Research
Florida
$116K -$152K -183 -57%
RFG
3804
REAP Financial Group
Texas
$115K +$25.8K +31 +28%
TWD
3805
True Wealth Design
Ohio
$115K +$6.66K +8 +6%
SC
3806
Swan Capital
Florida
$112K
VWA
3807
Valued Wealth Advisors
Utah
$112K +$14.1K +17 +14%
VFIC
3808
Valley Forge Investment Consultants
Pennsylvania
$110K
BHWM
3809
Bay Harbor Wealth Management
Maryland
$108K +$7.49K +9 +7%
DWS
3810
Dynamic Wealth Strategies
California
$107K +$108K +130 New
PWM
3811
Proathlete Wealth Management
Florida
$105K +$106K +127 New
FWA
3812
FSC Wealth Advisors
New York
$103K
RF
3813
Roxbury Financial
New Jersey
$101K +$832 +1 +0.9%
W
3814
WealthCollab
Washington
$101K +$1.66K +2 +2%
FL
3815
FreeGulliver LLC
Louisiana
$101K -$154K -185 -60%
NL
3816
NKCFO LLC
Illinois
$95K +$95.7K +115 New
MDCM
3817
Morgan Dempsey Capital Management
Wisconsin
$92.2K +$832 +1 +0.9%
SHIM
3818
Stone House Investment Management
Pennsylvania
$90.8K +$91.5K +110 New
TTIC
3819
Tower Trust & Investment Company
Iowa
$89.9K +$83.2K +100 New
CFS
3820
CGC Financial Services
Oregon
$87.4K +$84.9K +102 +2,550%
HI
3821
Hoey Investments
Pennsylvania
$86.7K
ICCON
3822
Investment Counsel Company of Nevada
Nevada
$85.9K
HC
3823
Hurley Capital
New York
$85.2K -$83.2K -100 -49%
NWM
3824
Navigoe Wealth Management
California
$83K
TLA
3825
Tanglewood Legacy Advisors
Texas
$82.6K -$3.33K -4 -4%

LLY Hedge Fund Activity: Q1 2025 in Review

3,920 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q1 2025, worth a combined $689B — up 14% from $606B a quarter earlier.

Buyers outnumbered sellers: 250 funds opened new LLY positions and 171 closed out — a net gain of 79 holders — while 1,798 added to existing stakes and 1,410 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $41.6B. The largest seller was GQG Partners, cutting an estimated $2.25B.

  • 3,920 institutional investors held Eli Lilly (LLY) as of Q1 2025, up from 3,907 in Q4 2024.
  • Funds reported $689B of Eli Lilly stock for Q1 2025, up 14% quarter-over-quarter.
  • 250 funds opened new Eli Lilly positions in Q1 2025 and 171 closed out, a net change of +79 holders.
  • The largest Eli Lilly buyer in Q1 2025 was PNC Financial Services Group, an estimated $41.6B added.
  • The largest Eli Lilly seller in Q1 2025 was GQG Partners, an estimated $2.25B sold.

Based on aggregated 13F filings for Q1 2025.