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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
DWP
1001
Daymark Wealth Partners
Ohio
$8.78M +$368K +473 +4%
HCM
1002
Hilton Capital Management
New York
$8.7M -$3.16M -4,069 -27%
PTB
1003
Pioneer Trust Bank
Oregon
$8.68M +$439K +565 +5%
ACM
1004
Argyle Capital Management
Pennsylvania
$8.67M -$303K -390 -3%
FT
1005
Fiduciary Trust
Massachusetts
$8.67M +$989K +1,273 +13%
RWA
1006
River Wealth Advisors
Pennsylvania
$8.66M +$892K +1,148 +12%
BFC
1007
Blue Fin Capital
Rhode Island
$8.61M +$25.6K +33 +0.3%
BIM
1008
Bridges Investment Management
Nebraska
$8.61M +$95.6K +123 +1%
CCM
1009
Carderock Capital Management
Maryland
$8.61M +$1.23M +1,581 +17%
SG
1010
StoneX Group
New York
$8.6M +$2.19M +2,814 +34%
SGH
1011
Sivik Global Healthcare
Connecticut
$8.57M +$1.55M +2,000 +22%
EP
1012
Essential Planning
New Hampshire
$8.57M -$17.1K -22 -0.2%
PWAM
1013
Private Wealth Asset Management
Iowa
$8.56M -$35.7K -46 -0.4%
BCM
1014
BTC Capital Management
Iowa
$8.56M +$385K +496 +5%
MAM
1015
Morse Asset Management
Connecticut
$8.54M -$52.8K -68 -0.6%
NA
1016
Nordwand Advisors
Pennsylvania
$8.53M +$8.51M +10,948 New
WPC
1017
Waters Parkerson & Co
Louisiana
$8.49M -$70.7K -91 -0.8%
NAAA
1018
New Age Alpha Advisors
New York
$8.49M -$10.1K -13 -0.1%
BJL
1019
Brighton Jones LLC
Washington
$8.49M +$363K +467 +4%
PVI
1020
Pine Valley Investments
New Jersey
$8.47M -$249K -320 -3%
CIA
1021
Cohen Investment Advisors
New Hampshire
$8.47M +$121K +156 +1%
HCM
1022
Hodges Capital Management
Texas
$8.45M +$516K +664 +7%
MNBTD
1023
Moody National Bank Trust Division
Texas
$8.44M -$713K -917 -8%
CI
1024
Cherokee Insurance
Michigan
$8.42M
JA
1025
JLB & Associates
Michigan
$8.42M -$485K -624 -5%

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.