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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
PCA
801
Pallas Capital Advisors
Massachusetts
$13.8M -$1.65M -2,121 -11%
WCM
802
Winthrop Capital Management
Indiana
$13.8M -$229K -295 -2%
AWA
803
Arkadios Wealth Advisors
Georgia
$13.8M +$4.14M +5,327 +43%
SWP
804
Strategic Wealth Partners
Ohio
$13.7M +$13.7M +17,618 New
BP
805
Ballentine Partners
Massachusetts
$13.7M -$287K -369 -2%
MC
806
Montag & Caldwell
Georgia
$13.7M +$3.68M +4,731 +37%
ANBT
807
American National Bank & Trust
Texas
$13.7M +$2.62M +3,368 +24%
CT
808
Colonial Trust
South Carolina
$13.6M -$336K -433 -2%
MSA
809
MUFG Securities Americas
New York
$13.6M +$2.71M +3,487 +25%
PIM
810
Plato Investment Management
Australia
$13.6M +$806K +1,037 +6%
CAM
811
Congress Asset Management
Massachusetts
$13.6M -$141M -180,874 -91%
FTWA
812
Fifth Third Wealth Advisors
Ohio
$13.6M +$1.7M +2,190 +14%
RIG
813
RiverFront Investment Group
Virginia
$13.5M +$6.2M +7,982 +85%
JIP
814
Jaffetilchin Investment Partners
Florida
$13.5M +$1.82M +2,348 +16%
CIA
815
CCM Investment Advisers
South Carolina
$13.5M +$1.19M +1,531 +10%
IMC Chicago
816
IMC Chicago
Illinois
$13.5M +$13.4M +17,293 New
VA
817
VestGen Advisors
Illinois
$13.5M +$2.4M +3,084 +22%
AG
818
Ascent Group
Virginia
$13.4M +$1.82M +2,346 +16%
MAS
819
Meeder Advisory Services
Ohio
$13.4M +$217K +279 +2%
GF
820
Gimbal Financial
Indiana
$13.4M -$649K -835 -5%
NSEDCP
821
NJ State Employees Deferred Compensation Plan
New Jersey
$13.4M
SCM
822
Shelton Capital Management
Colorado
$13.4M -$139K -179 -1%
GCL
823
Gouws Capital LLC
North Carolina
$13.4M +$150K +193 +1%
LSA
824
L & S Advisors
California
$13.3M +$797K +1,026 +6%
HSA
825
HBK Sorce Advisory
Pennsylvania
$13.3M -$20.2K -26 -0.2%

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.