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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 %
SAG
951
SageView Advisory Group
California
$9.46M +$436K +539 +5%
ZAM
952
Zevin Asset Management
Massachusetts
$9.46M -$315K -404 -3%
SCI
953
S&CO Inc
Massachusetts
$9.43M +$343K +440 +4%
VVP
954
Venture Visionary Partners
Ohio
$9.39M +$1.33M +1,712 +17%
SC
955
Syon Capital
California
$9.39M +$289K +371 +3%
HCA
956
Harbor Capital Advisors
Illinois
$9.38M -$54.6K -70 -0.6%
AAIM
957
American Assets Investment Management
California
$9.35M – – –
OIA
958
OneDigital Investment Advisors
Kansas
$9.35M +$18.7K +24 +0.2%
HFM
959
Harvest Fund Management
China
$9.35M -$6.77M -8,686 -42%
GWMR
960
GC Wealth Management RIA
Massachusetts
$9.35M +$6.88M +8,820 +278%
USCWA
961
U.S. Capital Wealth Advisors
Texas
$9.34M +$2.61M +3,342 +39%
BO
962
Bank OZK
Arkansas
$9.34M +$31.2K +40 +0.3%
PTC
963
Private Trust Company
Ohio
$9.34M +$410K +526 +5%
HTHT
964
Hemenway Trust Hemenway Trust
New Hampshire
$9.32M +$4.89M +6,270 +110%
HIP
965
HUB Investment Partners
Texas
$9.3M +$283K +363 +3%
SC
966
Sawyer & Company
Massachusetts
$9.22M -$81.1K -104 -0.9%
TE
967
Tema ETFs
New York
$9.19M -$276K -354 -3%
HFBOT
968
Home Federal Bank of Tennessee
Tennessee
$9.18M – – –
IAN
969
Integrated Advisors Network
Texas
$9.17M +$610K +783 +7%
IB
970
Intrust Bank
Kansas
$9.12M -$800K -1,026 -8%
RA
971
RFG Advisory
Alabama
$9.06M -$274K -351 -3%
CWP
972
Capital Wealth Planning
Florida
$9.06M +$861K +1,104 +10%
PIA
973
Petredis Investment Advisors
Pennsylvania
$9.05M +$190K +244 +2%
XT
974
XTX Topco
Cayman Islands
$9.03M +$9.03M +11,580 New
BTC
975
Bank & Trust Company
Illinois
$9.02M -$234K -300 -3%
37 38
39
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