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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 %
IFWM
1326
Institute for Wealth Management
Colorado
$4.63M -$173K -222 -4%
IAS
1327
Insigneo Advisory Services
Florida
$4.63M -$264K -339 -5%
KFGK
1328
Keystone Financial Group (Kentucky)
Kentucky
$4.62M +$4.36M +53,647 +1,664%
IIA
1329
ICW Investment Advisors
Arizona
$4.62M -$546K -701 -11%
DWM
1330
Diversify Wealth Management
Utah
$4.62M +$347K +543 +8%
TPCW
1331
TD Private Client Wealth
New York
$4.62M +$246K +315 +6%
EFG
1332
Elm3 Financial Group
Georgia
$4.61M -$392K -503 -8%
AC
1333
Asio Capital
Kentucky
$4.61M +$485K +622 +12%
BMC
1334
Beaton Management Company
Massachusetts
$4.61M – – –
SFG
1335
SevenBridge Financial Group
Pennsylvania
$4.6M +$714K +1,116 +18%
QT
1336
Quantbot Technologies
New York
$4.59M +$4.59M +5,891 New
WCM
1337
WealthBridge Capital Management
Ohio
$4.57M +$121K +155 +3%
SMC
1338
Smith, Moore & Co
Missouri
$4.56M -$461K -591 -9%
RCA
1339
Resonant Capital Advisors
Wisconsin
$4.56M +$437K +561 +11%
VCM
1340
Vision Capital Management
Oregon
$4.55M -$1.29M -1,656 -22%
CS
1341
Capital Square
Tennessee
$4.52M +$403K +508 +10%
EBT
1342
Enterprise Bank & Trust
Massachusetts
$4.52M -$10.9K -14 -0.2%
HCM
1343
Highview Capital Management
Illinois
$4.52M +$66.3K +85 +1%
IIM
1344
Ipswich Investment Management
Massachusetts
$4.49M +$1.52M +1,950 +51%
ACM
1345
Accent Capital Management
Ohio
$4.48M -$51.4K -66 -1%
CCWM
1346
Cassaday & Co Wealth Management
Virginia
$4.48M +$152K +195 +4%
SMA
1347
Sage Mountain Advisors
Georgia
$4.47M +$21K +27 +0.5%
AWM
1348
Angeles Wealth Management
California
$4.45M +$458K +588 +11%
HNB
1349
Hilltop National Bank
Wyoming
$4.45M +$4.45M +5,712 New
AAG
1350
Armstrong Advisory Group
Massachusetts
$4.45M -$221K -284 -5%
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