We are live on ! Find out more
LLY icon

Eli Lilly

3,907 hedge funds and large institutions have $610B invested in Eli Lilly in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,772 increasing their positions, 1,451 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $14.1B | Put options by funds: $10.7B

25% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 174

22% more repeat investments, than reductions

Existing positions increased: 1,772 | Existing positions reduced: 1,451

0% less funds holding

Funds holding: 3,9203,907 (-13)

5.58% less ownership

Funds ownership: 88.24%82.66% (-5.6%)

12% less capital invested

Capital invested by funds: $689B → $610B (-$79.3B)

27% less funds holding in top 10

Funds holding in top 10: 399291 (-108)

Holders
3,907
Holders Change
-13
Holders Change %
-0.33%
% of All Funds
51.43%
Holding in Top 10
291
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-27.07%
% of All Funds
3.83%
New
218
Increased
1,772
Reduced
1,451
Closed
174
Calls
$14.1B
Puts
$10.7B
Net Calls
+$3.4B
Net Calls Change
+$4.07B
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
3801
Miller Wealth Advisors
Colorado
$78K
TLA
3802
Tanglewood Legacy Advisors
Texas
$78K
TTIC
3803
Tower Trust & Investment Company
Iowa
$78K
MFG
3804
Mendota Financial Group
Wisconsin
$77.2K
WAS
3805
Winch Advisory Services
Wisconsin
$76.4K
SHIM
3806
Stone House Investment Management
Pennsylvania
$75.6K -$10.1K -13 -12%
EP
3807
Essential Partners
California
$74.1K +$73.8K +95 New
GC
3808
GFG Capital
Florida
$65.5K -$497K -640 -88%
KG
3809
Kilter Group
New York
$65.5K +$65.3K +84 New
RF
3810
Robinswood Financial
Washington
$63.1K
IAS
3811
IMA Advisory Services
Colorado
$61.6K +$9.32K +12 +18%
TCM
3812
TD Capital Management
Tennessee
$60.9K +$17.9K +23 +42%
MBFW
3813
Morton Brown Family Wealth
Pennsylvania
$60K +$8.55K +11 +17%
CAWM
3814
Capital A Wealth Management
Pennsylvania
$59.5K +$13.2K +17 +20%
APW
3815
Acima Private Wealth
Virginia
$58.5K -$146K -188 -71%
FAI
3816
Fiduciary Advisors Inc
Missouri
$58.5K
MSWA
3817
Marshall & Sterling Wealth Advisors
New York
$57.8K -$18.6K -24 -24%
HWP
3818
Highline Wealth Partners
California
$57.8K +$3.88K +5 +7%
CGA
3819
Compound Global Advisors
Washington
$55.3K -$217K -279 -80%
FC
3820
Family CFO
California
$53.8K +$53.6K +69 New
IHWM
3821
Iron Horse Wealth Management
Iowa
$51.4K
HC
3822
Hara Capital
Washington
$50.7K
HC
3823
Hoese & Co
Minnesota
$50.7K
TFA
3824
Toth Financial Advisory
Virginia
$49.9K
SC
3825
Stephens Consulting
Michigan
$49.1K -$14K -18 -22%

LLY Hedge Fund Activity: Q2 2025 in Review

3,907 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2025, worth a combined $610B — down 12% from $689B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new LLY positions and 174 closed out — a net gain of 44 holders — while 1,772 added to existing stakes and 1,451 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.89B. The largest seller was PNC Financial Services Group, cutting an estimated $38.9B.

  • 3,907 institutional investors held Eli Lilly (LLY) as of Q2 2025, down from 3,920 in Q1 2025.
  • Funds reported $610B of Eli Lilly stock for Q2 2025, down 12% quarter-over-quarter.
  • 218 funds opened new Eli Lilly positions in Q2 2025 and 174 closed out, a net change of +44 holders.
  • The largest Eli Lilly buyer in Q2 2025 was Capital Research Global Investors, an estimated $3.89B added.
  • The largest Eli Lilly seller in Q2 2025 was PNC Financial Services Group, an estimated $38.9B sold.

Based on aggregated 13F filings for Q2 2025.