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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 %
TF
626
Talbot Financial
Washington
$21.1M +$4.73M +6,071 +29%
CFD
627
Creative Financial Designs
Indiana
$21.1M +$2.08M +2,669 +11%
SWM
628
Spire Wealth Management
Virginia
$21.1M -$5.05M -6,530 -19%
CS
629
Clear Street
New York
$21M +$21M +26,950 New
BIG
630
Builder Investment Group
Georgia
$21M -$39K -50 -0.2%
SAM
631
Synergy Asset Management
Washington
$20.9M +$17.7M +22,758 +554%
BRWA
632
B. Riley Wealth Advisors
Florida
$20.6M +$20.6M +26,455 New
FLPIM
633
F.L. Putnam Investment Management
Massachusetts
$20.6M -$7.33M -9,401 -26%
HI
634
Horizon Investments
North Carolina
$20.4M +$13M +16,632 +175%
BCWM
635
Bartlett & Co Wealth Management
Ohio
$20.4M +$180K +231 +0.9%
Fiera Capital (Canada)
636
Fiera Capital (Canada)
Quebec, Canada
$19.9M -$4.04M -5,181 -17%
GC
637
Guggenheim Capital
Illinois
$19.8M +$1.1M +1,411 +6%
NCM
638
Narwhal Capital Management
Georgia
$19.8M +$3M +3,845 +18%
ETC
639
Exchange Traded Concepts
Oklahoma
$19.7M +$1.78M +2,284 +10%
UC
640
Unio Capital
New Jersey
$19.6M +$4.14M +5,313 +27%
MK
641
MASTERINVEST Kapitalanlage
$19.6M +$19.6M +25,147 New
JWCA
642
J.W. Cole Advisors
Florida
$19.6M +$4.91M +6,301 +34%
NMIMC
643
Northwestern Mutual Investment Management Company
Wisconsin
$19.6M +$25.7K +33 +0.1%
BFS
644
Bradley Foster & Sargent
Connecticut
$19.5M +$563K +722 +3%
S
645
SignatureFD
Georgia
$19.5M -$493K -632 -2%
CSP
646
Cary Street Partners
Virginia
$19.5M -$697K -894 -3%
LNWWM
647
Laird Norton Wetherby Wealth Management
California
$19.5M +$19.5M +25,010 New
IHAM
648
Integral Health Asset Management
New York
$19.5M +$19.5M +25,000 New
TCA
649
Trifecta Capital Advisors
Illinois
$19.3M +$2.11M +2,712 +12%
ECM
650
Elgethun Capital Management
South Dakota
$19.2M +$780 +1 +0%
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