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Eli Lilly

3,897 hedge funds and large institutions have $583B invested in Eli Lilly in 2025 Q3 according to their latest regulatory filings, with 215 funds opening new positions, 1,792 increasing their positions, 1,456 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 215 | Existing positions closed: 163

23% more repeat investments, than reductions

Existing positions increased: 1,792 | Existing positions reduced: 1,456

0% less funds holding

Funds holding: 3,9063,897 (-9)

4% less capital invested

Capital invested by funds: $610B → $583B (-$26.6B)

8% less call options, than puts

Call options by funds: $12.7B | Put options by funds: $13.9B

1.82% less ownership

Funds ownership: 82.66%80.84% (-1.8%)

13% less funds holding in top 10

Funds holding in top 10: 291254 (-37)

Holders
3,897
Holders Change
-9
Holders Change %
-0.23%
% of All Funds
51.14%
Holding in Top 10
254
Holding in Top 10 Change
-37
Holding in Top 10 Change %
-12.71%
% of All Funds
3.33%
New
215
Increased
1,792
Reduced
1,456
Closed
163
Calls
$12.7B
Puts
$13.9B
Net Calls
-$1.15B
Net Calls Change
-$4.56B
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
3826
Morton Brown Family Wealth
Pennsylvania
$48.1K -$10.4K -14 -18%
SMFG
3827
Sumitomo Mitsui Financial Group
Japan
$48K +$23.1K +31 +89%
PMIM
3828
Prudent Man Investment Management
Colorado
$47.9K
CMA
3829
Cedar Mountain Advisors
Oregon
$47.4K +$38.7K +52 +520%
GCS
3830
Gordian Capital (Singapore)
Singapore
$45.8K +$37.2K +50 +500%
WOC
3831
West Oak Capital
California
$42.5K -$106K -142 -2%
T
3832
Tidemark
California
$42K +$2.98K +4 +8%
MNA
3833
Manning & Napier Advisors
New York
$42K +$40.9K +55 New
CFS
3834
CGC Financial Services
Oregon
$42K
CCMI
3835
Creative Capital Management Investments
California
$39.7K
RWA
3836
Redmont Wealth Advisors
Illinois
$38.9K
SJIM
3837
St. Johns Investment Management
Florida
$38.9K
WPWM
3838
Western Pacific Wealth Management
Illinois
$38.3K
BFS
3839
Bare Financial Services
Pennsylvania
$36.6K +$5.95K +8 +20%
TFG
3840
Team Financial Group
California
$36.4K
HFS
3841
Hopwood Financial Services
Virginia
$36K +$18.6K +25 +114%
WFA
3842
West Financial Advisors
Iowa
$35.1K
WPA
3843
Wealth Preservation Advisors
Tennessee
$34.6K +$3.72K +5 +13%
IWM
3844
IMG Wealth Management
Florida
$34.3K
NSG
3845
Nalls Sherbakoff Group
Tennessee
$32.4K -$75.2K -101 -71%
SC
3846
Stephens Consulting
Michigan
$30.5K -$17.1K -23 -37%
DRP
3847
Decker Retirement Planning
Utah
$30.5K -$14.9K -20 -33%
MIM
3848
Manitou Investment Management
Ontario, Canada
$30.5K
1L
3849
10Elms LLP
Oklahoma
$30.5K +$7.44K +10 +33%
PWA
3850
Principia Wealth Advisory
Texas
$29.8K +$3.72K +5 +15%

LLY Hedge Fund Activity: Q3 2025 in Review

3,897 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q3 2025, worth a combined $583B — down 4.4% from $610B a quarter earlier.

Buyers outnumbered sellers: 215 funds opened new LLY positions and 163 closed out — a net gain of 52 holders — while 1,792 added to existing stakes and 1,456 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.22B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.51B.

  • 3,897 institutional investors held Eli Lilly (LLY) as of Q3 2025, down from 3,906 in Q2 2025.
  • Funds reported $583B of Eli Lilly stock for Q3 2025, down 4.4% quarter-over-quarter.
  • 215 funds opened new Eli Lilly positions in Q3 2025 and 163 closed out, a net change of +52 holders.
  • The largest Eli Lilly buyer in Q3 2025 was Capital Research Global Investors, an estimated $3.22B added.
  • The largest Eli Lilly seller in Q3 2025 was T. Rowe Price Associates, an estimated $2.51B sold.

Based on aggregated 13F filings for Q3 2025.