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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
PMIM
3826
Prudent Man Investment Management
Colorado
$47.9K
DRP
3827
Decker Retirement Planning
Utah
$46.8K -$73K -94 -61%
WCM
3828
WealthTrak Capital Management
Virginia
$46K +$13.2K +17 +40%
WOC
3829
West Oak Capital
California
$44.5K +$246K +316 +6%
CFS
3830
CGC Financial Services
Oregon
$42.8K -$39.6K -51 -48%
IUHSA
3831
Itau Unibanco Holding S.A.
Brazil
$42.1K
CCMI
3832
Creative Capital Management Investments
California
$40.5K
TFA
3833
Transamerica Financial Advisors
Florida
$40.3K -$5.46M -7,021 -99%
T
3834
Tidemark
California
$39.8K +$16.3K +21 +70%
SJIM
3835
St. Johns Investment Management
Florida
$39.8K
RWA
3836
Redmont Wealth Advisors
Illinois
$39.8K +$39.6K +51 New
WPWM
3837
Western Pacific Wealth Management
Illinois
$39.2K
TFG
3838
Team Financial Group
California
$37.1K +$37.3K +48 New
OBWP
3839
O'Brien Wealth Partners
Massachusetts
$36.6K -$9.32K -12 -20%
WFA
3840
West Financial Advisors
Iowa
$35.9K
IWM
3841
IMG Wealth Management
Florida
$35.1K +$35K +45 New
BCM
3842
Blume Capital Management
California
$34.3K +$10.9K +14 +47%
WPA
3843
Wealth Preservation Advisors
Tennessee
$31.4K +$5.44K +7 +21%
MIM
3844
Manitou Investment Management
Ontario, Canada
$31.2K
BFS
3845
Bare Financial Services
Pennsylvania
$31.2K +$22.5K +29 +264%
FGC
3846
Financial Gravity Companies
Texas
$31.2K +$31.1K +40 New
EWM
3847
Evolution Wealth Management
Florida
$28.8K +$28.8K +37 New
PPA
3848
Painted Porch Advisors
California
$27.3K
SMFG
3849
Sumitomo Mitsui Financial Group
Japan
$27.1K +$27.2K +35 New
CWM
3850
Copia Wealth Management
Oregon
$26.5K +$2.33K +3 +10%

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.