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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 %
FCCM
1301
First City Capital Management
Georgia
$4.87M -$69.4K -89 -1%
FHA
1302
Flagship Harbor Advisors
Massachusetts
$4.85M +$28.8K +37 +0.6%
MCWS
1303
McKinley Carter Wealth Services
West Virginia
$4.82M -$28.1K -36 -0.6%
FBFS
1304
First Business Financial Services
Wisconsin
$4.82M -$273K -350 -5%
SFC
1305
SYM Financial Corp
Indiana
$4.8M +$167K +214 +4%
CWM
1306
Compass Wealth Management
Connecticut
$4.78M – – –
AT
1307
American Trust
Kentucky
$4.77M +$2.84M +3,644 +147%
MA
1308
Mezzasalma Advisors
New Jersey
$4.77M -$797K -1,023 -14%
EWA
1309
EverSource Wealth Advisors
Alabama
$4.77M +$840K +1,078 +21%
DAS
1310
Diversify Advisory Services
Utah
$4.77M +$271K +424 +6%
AC
1311
AlphaCore Capital
California
$4.76M +$2.17M +2,778 +83%
JAFL
1312
Jay A. Fishman Ltd
Michigan
$4.75M +$1.67M +2,143 +54%
CAAS
1313
Capital Asset Advisory Services
Michigan
$4.74M +$153K +197 +3%
SCM
1314
Sitrin Capital Management
California
$4.74M -$441K -566 -9%
OPW
1315
Oxler Private Wealth
New York
$4.73M +$8.58K +11 +0.2%
PPWP
1316
Premier Path Wealth Partners
New Jersey
$4.73M -$61.6K -79 -1%
MSAM
1317
Moloney Securities Asset Management
Missouri
$4.72M -$639K -820 -12%
BCM
1318
Beck Capital Management
Texas
$4.71M -$81.1K -104 -2%
RBC
1319
Romano Brothers & Co
Illinois
$4.7M -$14K -18 -0.3%
CBT
1320
Crews Bank & Trust
Florida
$4.7M +$35.1K +45 +0.8%
EWA
1321
Exencial Wealth Advisors
Oklahoma
$4.69M -$705K -904 -13%
GWMIA
1322
Global Wealth Management Investment Advisory
Florida
$4.68M -$154K -198 -3%
CC
1323
Cadinha & Co
Hawaii
$4.66M -$9.99M -12,813 -68%
JSW
1324
Journey Strategic Wealth
New Jersey
$4.65M +$1.94M +2,484 +71%
SW
1325
SteelPeak Wealth
California
$4.64M +$543K +697 +13%
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