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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 %
CC
3926
Capital Counsel
New York
– -$382K -462 Closed
T
3927
Tableaux
Massachusetts
– -$377K -457 Closed
PFA
3928
Petra Financial Advisors
Colorado
– -$363K -440 Closed
PAG
3929
Poinciana Advisors Group
Florida
– -$363K -440 Closed
RRA
3930
Round Rock Advisors
Connecticut
– -$351K -425 Closed
W
3931
WorthPointe
California
– -$347K -420 Closed
HOWA
3932
Heritage Oak Wealth Advisors
Florida
– -$338K -409 Closed
TCM
3933
Towneley Capital Management
California
– -$331K -401 Closed
WI
3934
WBI Investments
New Jersey
– -$330K -400 Closed
EC
3935
EntryPoint Capital
New York
– -$330K -399 Closed
OWA
3936
ORBA Wealth Advisors
Illinois
– -$328K -397 Closed
CWC
3937
Carolinas Wealth Consulting
North Carolina
– -$320K -388 Closed
AGDI
3938
Absolute Gestao de Investimentos
Brazil
– -$320K -387 Closed
LWIC
3939
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$320K -387 Closed
UPS
3940
UHLMANN PRICE SECURITIES
Illinois
– -$312K -378 Closed
IWM
3941
Iams Wealth Management
Nebraska
– -$304K -368 Closed
NWM
3942
Napa Wealth Management
California
– -$299K -362 Closed
CAIMH
3943
Central Asset Investments & Management Holdings
Hong Kong
– -$289K -350 Closed
GWA
3944
Gutierrez Wealth Advisory
Arkansas
– -$287K -347 Closed
FA
3945
Fedenia Advisers
Wisconsin
– -$279K -338 Closed
PGF
3946
Plan Group Financial
Oklahoma
– -$273K -331 Closed
ITFISA
3947
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$268K -325 Closed
PPC
3948
Pennington Partners & Co
Maryland
– -$260K -315 Closed
SWAG
3949
Spectrum Wealth Advisory Group
California
– -$258K -312 Closed
XC
3950
XY Capital
Hong Kong
– -$257K -311 Closed
156 157
158
159 160