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Eli Lilly
LLY

Overview Fund Activity

3,840 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, 1,737 increasing their positions, 1,431 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,840
Holders Change
-31
Holders Change %
-0.8%
% 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
1,737
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 %
CWM
526
Calamos Wealth Management
Illinois
$30M +$6.04M +7,748 +25%
AWM
527
Apollon Wealth Management
South Carolina
$29.9M +$3.33M +4,271 +13%
IMCOOI
528
Investment Management Corp of Ontario (IMCO)
Canada
$29.9M -$1.4M -1,802 -4%
OGC
529
Oak Grove Capital
New Hampshire
$29.9M -$26.8M -34,400 -47%
Envestnet Portfolio Solutions
530
Envestnet Portfolio Solutions
Illinois
$29.8M -$4.7M -6,034 -14%
SI
531
Stephens Inc
Arkansas
$29.5M +$1.01M +1,296 +4%
WSFS
532
Wilmington Savings Fund Society
Delaware
$29.4M -$1.39M -1,786 -5%
LOIM
533
Liberty One Investment Management
Illinois
$29.2M +$1.31M +1,685 +5%
CTA
534
Colonial Trust Advisors
South Carolina
$29.1M +$447K +573 +2%
SRIM
535
Saratoga Research & Investment Management
California
$29M +$5.3M +6,797 +22%
AUB
536
Atlantic Union Bankshares
Virginia
$28.8M +$20.9M +26,830 +264%
FMI
537
F/M Investments
District of Columbia
$28.7M +$40.5K +52 +0.1%
CAG
538
Crestwood Advisors Group
Massachusetts
$28.7M -$70.2K -90 -0.2%
NMERB
539
New Mexico Educational Retirement Board
New Mexico
$28.7M – – –
CF
540
Clarity Financial
Texas
$28.6M +$6.19M +7,945 +28%
NSLI
541
Nan Shan Life Insurance
Taiwan
$28.6M +$19.9M +25,571 +230%
DWM
542
Dakota Wealth Management
Florida
$28.6M -$2.6M -3,336 -8%
BP
543
BNP Paribas
France
$28.5M +$128K +164 +0.4%
CP
544
Cumberland Partners
Ontario, Canada
$28.5M +$1.07M +1,373 +4%
PWM
545
Perigon Wealth Management
California
$28.4M -$122K -157 -0.4%
KCM
546
Kennedy Capital Management
Missouri
$28.2M -$5.48M -7,025 -16%
SIA
547
Sit Investment Associates
Minnesota
$28.2M +$4.56M +5,856 +19%
DIA
548
Dana Investment Advisors
Wisconsin
$28M +$944K +1,211 +3%
EWM
549
Evercore Wealth Management
New York
$28M -$467K -599 -2%
BCAM
550
Boston Common Asset Management
Massachusetts
$27.9M +$6.6M +8,468 +31%
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