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Eli Lilly
LLY

Overview Fund Activity

3,871 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,772 increasing their positions, 1,396 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.58%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,772
Reduced
1,396
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$41.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$4.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$941M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$894M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.71B
3
Primecap Management
Primecap Management
California
-$1.63B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
1301
Magnus Financial Group
New York
$5.06M +$85.1K +103 +2%
CWM
1302
Compass Wealth Management
Connecticut
$5.06M -$415K -502 -8%
SWM
1303
StoneCrest Wealth Management
Arizona
$5.05M +$695K +841 +16%
SQA
1304
Simon Quick Advisors
New Jersey
$5.04M +$994K +1,204 +25%
OPW
1305
Oxler Private Wealth
New York
$5M +$8.26K +10 +0.2%
RBC
1306
Romano Brothers & Co
Illinois
$5M +$439K +531 +10%
AWA
1307
Arete Wealth Advisors
Illinois
$4.99M -$1.17M -1,417 -19%
TL
1308
Tradewinds LLC
North Carolina
$4.96M +$178K +215 +4%
CBT
1309
Crews Bank & Trust
Florida
$4.94M -$50.4K -61 -1%
JFG
1310
Jefferies Financial Group
New York
$4.94M -$2.36M -2,861 -32%
PJWM
1311
Philip James Wealth Mangement
Georgia
$4.94M -$178K -216 -3%
RSWM
1312
Robertson Stephens Wealth Management
California
$4.93M +$400K +484 +9%
SFC
1313
SYM Financial Corp
Indiana
$4.91M -$282K -341 -5%
PHK
1314
Point72 Hong Kong
Hong Kong
$4.91M -$5.01M -6,064 -51%
BMC
1315
Beaton Management Company
Massachusetts
$4.88M – – –
LA
1316
LM Advisors
California
$4.86M -$215K -260 -4%
CAAS
1317
Capital Asset Advisory Services
Michigan
$4.84M +$124K +152 +3%
ACM
1318
Accent Capital Management
Ohio
$4.8M -$60.3K -73 -1%
EBT
1319
Enterprise Bank & Trust
Massachusetts
$4.8M -$512K -620 -10%
EFG
1320
Everhart Financial Group
Ohio
$4.76M +$654K +792 +16%
VA
1321
Valmark Advisers
Ohio
$4.76M -$109K -132 -2%
DAM
1322
Deltec Asset Management
New York
$4.75M – – –
WBC
1323
West Branch Capital
Massachusetts
$4.74M +$505K +611 +12%
HCM
1324
Highview Capital Management
Illinois
$4.71M -$1.13M -1,363 -19%
SMA
1325
Sage Mountain Advisors
Georgia
$4.71M +$224K +271 +5%
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