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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 %
EP
1001
Essential Planning
New Hampshire
$8.57M -$17.1K -22 -0.2%
PWAM
1002
Private Wealth Asset Management
Iowa
$8.56M -$35.9K -46 -0.4%
BCM
1003
BTC Capital Management
Iowa
$8.56M +$386K +496 +5%
MAM
1004
Morse Asset Management
Connecticut
$8.54M -$53K -68 -0.6%
NA
1005
Nordwand Advisors
Pennsylvania
$8.53M +$8.53M +10,948 New
WPC
1006
Waters Parkerson & Co
Louisiana
$8.49M -$70.9K -91 -0.8%
NAAA
1007
New Age Alpha Advisors
New York
$8.49M -$10.1K -13 -0.1%
BJL
1008
Brighton Jones LLC
Washington
$8.49M +$364K +467 +4%
CIA
1009
Cohen Investment Advisors
New Hampshire
$8.47M +$122K +156 +1%
HCM
1010
Hodges Capital Management
Texas
$8.45M +$518K +664 +7%
MNBTD
1011
Moody National Bank Trust Division
Texas
$8.44M -$715K -917 -8%
CI
1012
Cherokee Insurance
Michigan
$8.42M – – –
JA
1013
JLB & Associates
Michigan
$8.42M -$486K -624 -5%
PNC
1014
Park National Corp
Ohio
$8.41M -$40.5K -52 -0.5%
VCM
1015
Vivaldi Capital Management
Illinois
$8.41M +$224K +287 +3%
HIC
1016
Harvey Investment Company
Kentucky
$8.4M -$271K -348 -3%
LPT
1017
Legacy Private Trust
Wisconsin
$8.39M +$399K +512 +5%
BTWM
1018
Brass Tax Wealth Management
Ohio
$8.39M +$1.9M +2,439 +29%
CSS
1019
Cubist Systematic Strategies
Connecticut
$8.39M +$8.39M +10,761 New
TCA
1020
Transcend Capital Advisors
New Jersey
$8.39M -$5.67M -7,279 -40%
ANTB
1021
AMG National Trust Bank
Colorado
$8.37M -$21.8K -28 -0.3%
BWAM
1022
Boyd Watterson Asset Management
Ohio
$8.36M -$5.46K -7 -0.1%
TCWA
1023
Turtle Creek Wealth Advisors
Texas
$8.35M -$999K -1,281 -11%
NW
1024
Naviter Wealth
Arkansas
$8.34M -$77.2K -99 -0.9%
NFC
1025
Northeast Financial Consultants
Connecticut
$8.33M +$103K +132 +1%
39 40
41
42 43