LLY icon

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 %
MCM
1126
Mengis Capital Management
Oregon
$6.93M +$1.22M +1,560 +21%
HWMO
1127
Heritage Wealth Management (Ohio)
Ohio
$6.91M -$270K -346 -4%
DFCM
1128
Dark Forest Capital Management
Puerto Rico
$6.91M +$2.68M +3,436 +63%
FFM
1129
Forum Financial Management
Illinois
$6.86M +$341K +437 +5%
HCM
1130
Howard Capital Management
Georgia
$6.86M +$1.71M +2,194 +33%
NG
1131
Norden Group
Utah
$6.84M +$46K +59 +0.7%
SWP
1132
Sagespring Wealth Partners
Tennessee
$6.83M -$485K -622 -7%
BIG
1133
Brooklyn Investment Group
New York
$6.83M +$2.43M +3,791 +55%
BHBT
1134
Burke & Herbert Bank & Trust
Virginia
$6.83M -$7.8K -10 -0.1%
CIAS
1135
Capital Investment Advisory Services
North Carolina
$6.83M +$523K +671 +8%
CAM
1136
Covenant Asset Management
New Jersey
$6.82M +$95.1K +122 +1%
FWC
1137
First Washington Corp
Washington
$6.8M – – –
SPS
1138
Susquehanna Portfolio Strategies
Pennsylvania
$6.78M +$6.78M +8,697 New
PSFG
1139
Prairie Sky Financial Group
Illinois
$6.76M – – –
WWM
1140
Western Wealth Management
Colorado
$6.75M +$272K +349 +4%
CWM
1141
Cabot Wealth Management
Massachusetts
$6.75M -$50.7K -65 -0.7%
EW
1142
Evoke Wealth
California
$6.75M +$778K +998 +13%
TAM
1143
Thematics Asset Management
France
$6.75M +$1.5M +1,924 +29%
EFM
1144
E Fund Management
China
$6.74M -$1.61M -2,063 -19%
ERWM
1145
Elk River Wealth Management
Colorado
$6.73M -$56.9K -73 -0.8%
SAM
1146
Smartleaf Asset Management
Massachusetts
$6.71M -$592K -763 -8%
VCA
1147
Verdence Capital Advisors
Maryland
$6.7M +$13.3K +17 +0.2%
DWA
1148
Douglass Winthrop Advisors
New York
$6.7M -$181K -232 -3%
FLFS
1149
Family Legacy Financial Solutions
North Carolina
$6.7M +$6.7M +8,593 New
ACM
1150
Ayrshire Capital Management
Connecticut
$6.7M +$596K +765 +10%
44 45
46
47 48