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Eli Lilly
LLY

Overview Fund Activity

3,839 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, 1,736 increasing their positions, 1,431 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,839
Holders Change
-32
Holders Change %
-0.83%
% 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
1,736
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 %
VWWMG
3801
Vermillion & White Wealth Management Group
Pennsylvania
$14.8K – – –
CPA
3802
Compass Planning Associates
Massachusetts
$14.8K – – –
RJA
3803
Ross\Johnson & Associates
Minnesota
$14K – – –
OIA
3804
Optimum Investment Advisors
Illinois
$14K – – –
ACM
3805
Anfield Capital Management
California
$11.7K – – –
JFG
3806
JDM Financial Group
Texas
$11.7K – – –
NECFA
3807
New England Capital Financial Advisors
Connecticut
$11.1K – – –
PCFFS
3808
Pacific Center for Financial Services
California
$10.9K – – –
DWA
3809
Delos Wealth Advisors
Texas
$10.1K +$10.1K +13 New
PS
3810
PayPay Securities
Japan
$9.35K -$780 -1 -8%
RL
3811
Rogco LP
Oklahoma
$9.35K – – –
KGP
3812
Keystone Global Partners
Colorado
$9.35K +$9.35K +12 New
SRCM
3813
Signature Resources Capital Management
California
$9.35K +$9.35K +12 New
CMA
3814
Cedar Mountain Advisors
Oregon
$7.85K -$12.6K -16 -62%
MPW
3815
MASECO Private Wealth
$7.82K +$7.82K +10 New
GCS
3816
Gordian Capital (Singapore)
Singapore
$7.8K -$238K -305 -97%
SC
3817
Steph & Co
Wisconsin
$7.8K – – –
BCH
3818
Berkshire Capital Holdings
California
$7.8K – – –
LIM
3819
Longfellow Investment Management
Massachusetts
$7.02K +$3.12K +4 +80%
MAFA
3820
MJT & Associates Financial Advisory
Minnesota
$6.24K – – –
T
3821
Transce3nd
Texas
$6.24K +$2.34K +3 +60%
RPA
3822
Redwood Park Advisors
California
$5.46K -$3.12K -4 -36%
LWMI
3823
Legacy Wealth Management (Idaho)
Idaho
$5.46K – – –
RTL
3824
Red Tortoise LLC
Georgia
$5.46K – – –
LIS
3825
Legacy Investment Solutions
Idaho
$5.46K +$5.46K +7 New
151 152
153
154 155