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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 %
SIM
901
Seaview Investment Managers
Florida
$10.3M -$739K -948 -7%
CAC
902
Core Alternative Capital
Georgia
$10.3M -$1.06M -1,355 -9%
FB
903
Fulton Bank
Pennsylvania
$10.3M -$635K -814 -6%
VAS
904
Vestmark Advisory Solutions
Massachusetts
$10.2M -$8.23M -10,557 -45%
UHC
905
Union Heritage Capital
Michigan
$10.2M – – –
CF
906
Centaurus Financial
California
$10.2M -$480K -616 -4%
BFA
907
Bragg Financial Advisors
North Carolina
$10.2M +$464K +595 +5%
RCM
908
Rokos Capital Management
United Kingdom
$10.2M +$10.2M +13,093 New
AIMC
909
Alley Investment Management Company
Illinois
$10.2M +$53K +68 +0.5%
CPCPP
910
Canada Post Corporation Pension Plan
Canada
$10.2M +$10.2M +13,035 New
AWM
911
Affinity Wealth Management
Delaware
$10.2M +$161K +206 +2%
B
912
Bailard
California
$10.1M -$60K -77 -0.6%
AWS
913
Atria Wealth Solutions
New York
$10.1M -$19.7M -25,286 -66%
GI
914
GLOBALT Investments
Georgia
$10.1M -$1.84M -2,364 -15%
SICM
915
Sustainable Insight Capital Management
New York
$10M +$2.74M +3,517 +38%
BCM
916
Bourgeon Capital Management
Connecticut
$10M +$9.32M +11,959 +1,311%
PL
917
Plancorp LLC
Missouri
$10M +$7.8K +10 +0.1%
SAM
918
Smithbridge Asset Management
Pennsylvania
$9.97M -$518K -665 -5%
DA
919
Denali Advisors
California
$9.96M -$577K -740 -5%
WSC
920
Wellington Shields & Co
New York
$9.95M -$82.6K -106 -0.8%
PA
921
Profund Advisors
Maryland
$9.95M +$798K +1,024 +9%
GAG
922
GM Advisory Group
New York
$9.92M +$617K +792 +7%
IAIM
923
International Assets Investment Management
Florida
$9.91M -$749K -1,338 -7%
TCBWMS
924
Texas Capital Bank Wealth Management Services
Texas
$9.91M -$217K -278 -2%
CWG
925
Cornerstone Wealth Group
North Carolina
$9.87M +$99.8K +128 +1%
35 36
37
38 39