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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
WA
3851
WestEnd Advisors
North Carolina
$26.5K +$2.33K +3 +10%
PWA
3852
Principia Wealth Advisory
Texas
$26.5K +$6.99K +9 +36%
BIM
3853
Breakwater Investment Management
Washington
$25.7K
RFA
3854
Reyes Financial Architecture
California
$24.2K -$2.33K -3 -9%
CWP
3855
Clark Wealth Partners
Illinois
$24.2K -$777 -1 -3%
1L
3856
10Elms LLP
Oklahoma
$23.4K
TCM
3857
Traub Capital Management
Massachusetts
$21.8K +$21.8K +28 New
DF
3858
DecisionPoint Financial
Arizona
$21.8K +$5.44K +7 +33%
ICCON
3859
Investment Counsel Company of Nevada
Nevada
$21K -$59.8K -77 -74%
MAWAG
3860
Mid-American Wealth Advisory Group
Missouri
$20.3K +$20.2K +26 New
TPW
3861
Talon Private Wealth
Florida
$20.3K +$20.2K +26 New
KA
3862
Kozak & Associates
Colorado
$19.8K
TIM
3863
Thompson Investment Management
Wisconsin
$19.5K
PWM
3864
Parkworth Wealth Management
California
$17.9K +$9.32K +12 +109%
HFS
3865
Hopwood Financial Services
Virginia
$17.3K -$42.7K -55 -71%
MWM
3866
MorganRosel Wealth Management
Colorado
$16.4K
CPA
3867
Compass Planning Associates
Massachusetts
$14.8K
VWWMG
3868
Vermillion & White Wealth Management Group
Pennsylvania
$14.8K
OIA
3869
Optimum Investment Advisors
Illinois
$14K
RJA
3870
Ross\Johnson & Associates
Minnesota
$14K
ACM
3871
Anfield Capital Management
California
$11.7K
CAIM
3872
Catherine Avery Investment Management
Florida
$11.7K
JFG
3873
JDM Financial Group
Texas
$11.7K
NECFA
3874
New England Capital Financial Advisors
Connecticut
$11.1K
PCFFS
3875
Pacific Center for Financial Services
California
$10.9K

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.