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Eli Lilly
LLY

Overview Fund Activity

3,841 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, 1,738 increasing their positions, 1,431 reducing their positions, and 173 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,841
Holders Change
-30
Holders Change %
-0.77%
% 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
1,738
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 %
CAM
801
Congress Asset Management
Massachusetts
$13.6M -$141M -180,874 -91%
FTWA
802
Fifth Third Wealth Advisors
Ohio
$13.6M +$1.71M +2,190 +14%
RIG
803
RiverFront Investment Group
Virginia
$13.5M +$6.22M +7,982 +85%
JIP
804
Jaffetilchin Investment Partners
Florida
$13.5M +$1.83M +2,348 +16%
CIA
805
CCM Investment Advisers
South Carolina
$13.5M +$1.19M +1,531 +10%
IMC Chicago
806
IMC Chicago
Illinois
$13.5M +$13.5M +17,293 New
VA
807
VestGen Advisors
Illinois
$13.5M +$2.4M +3,084 +22%
AG
808
Ascent Group
Virginia
$13.4M +$1.83M +2,346 +16%
MAS
809
Meeder Advisory Services
Ohio
$13.4M +$217K +279 +2%
GF
810
Gimbal Financial
Indiana
$13.4M -$651K -835 -5%
NSEDCP
811
NJ State Employees Deferred Compensation Plan
New Jersey
$13.4M – – –
SCM
812
Shelton Capital Management
Colorado
$13.4M -$140K -179 -1%
GCL
813
Gouws Capital LLC
North Carolina
$13.4M +$150K +193 +1%
LSA
814
L & S Advisors
California
$13.3M +$800K +1,026 +6%
HSA
815
HBK Sorce Advisory
Pennsylvania
$13.3M -$20.3K -26 -0.2%
CCAM
816
Codex Capital Asset Management
Texas
$13.3M – – –
FNBT
817
FineMark National Bank & Trust
Florida
$13.2M -$1.33M -1,706 -9%
HIC
818
Hartline Investment Corp
Illinois
$13.2M +$2.15M +2,761 +19%
WCM Investment Management
819
WCM Investment Management
California
$13.2M +$29.5K +38 +0.2%
DT
820
Diversified Trust
Tennessee
$13.1M +$171K +219 +1%
PCP
821
Proficio Capital Partners
Massachusetts
$13.1M -$1.12M -1,435 -8%
PP
822
Patten & Patten
Tennessee
$13M -$146K -187 -1%
WANY
823
Wealthspire Advisors (New York)
New York
$13M -$49.9K -64 -0.4%
SPC
824
Sigma Planning Corp
Michigan
$12.9M -$123K -158 -0.9%
KWMG
825
King Wealth Management Group
Florida
$12.9M -$6.88M -8,830 -35%
31 32
33
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