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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 %
BZWA
3951
Blue Zone Wealth Advisors
California
– -$256K -310 Closed
FWM
3952
Fonville Wealth Management
Virginia
– -$255K -309 Closed
MWM
3953
Maridea Wealth Management
New York
– -$250K -303 Closed
MTIM
3954
Marathon Trading Investment Management
Pennsylvania
– -$248K -300 Closed
ONGA
3955
O'Neil Global Advisors
California
– -$248K -300 Closed
FWM
3956
FMA Wealth Management
Massachusetts
– -$276K -300 Closed
KRW
3957
Kaufman Rossin Wealth
Florida
– -$242K -293 Closed
TLFA
3958
True Link Financial Advisors
California
– -$242K -293 Closed
FEM
3959
Fulcrum Equity Management
Texas
– -$235K -284 Closed
NG
3960
NatWest Group
United Kingdom
– -$234K -283 Closed
VPW
3961
Variant Private Wealth
Virginia
– -$233K -282 Closed
LCC
3962
Lincoln Capital Corp
Rhode Island
– -$232K -281 Closed
AWM
3963
Austin Wealth Management
Texas
– -$241K -280 Closed
TF
3964
Theory Financial
Colorado
– -$231K -280 Closed
FW
3965
Fidato Wealth
Ohio
– -$228K -276 Closed
DK
3966
David Kennon
Florida
– -$226K -273 Closed
MWM
3967
Momentous Wealth Management
Washington
– -$225K -272 Closed
RI
3968
Rinkey Investments
California
– -$219K -265 Closed
IPW
3969
Invictus Private Wealth
Colorado
– -$219K -265 Closed
FC
3970
Fulcrum Capital
Washington
– -$217K -263 Closed
EWM
3971
Elite Wealth Management
Washington
– -$215K -260 Closed
CCP
3972
Clarity Capital Partners
California
– -$212K -257 Closed
SC
3973
Schubert & Co
Texas
– -$211K -256 Closed
WW
3974
Waterfront Wealth
Kansas
– -$211K -255 Closed
KFA
3975
Kapstone Financial Advisors
Ohio
– -$208K -252 Closed
157 158
159
160 161