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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 %
BAM
1351
Belpointe Asset Management
Nevada
$4.42M +$769K +986 +21%
MGP
1352
M&G plc
United Kingdom
$4.42M – – –
RC
1353
Roundview Capital
New Jersey
$4.4M +$727K +933 +20%
TYCC
1354
Texas Yale Capital Corp
Florida
$4.4M +$139K +178 +3%
HWMG
1355
Hurlow Wealth Management Group
Indiana
$4.4M -$389K -499 -8%
PWP
1356
Private Wealth Partners
California
$4.39M +$195K +250 +5%
PCG
1357
PFC Capital Group
California
$4.38M -$493K -632 -10%
SF
1358
Symphony Financial
Texas
$4.38M +$3.75M +14,602 +602%
AWA
1359
Aaron Wealth Advisors
Illinois
$4.37M -$32K -41 -0.7%
ISB
1360
Iowa State Bank
Iowa
$4.36M +$27.3K +35 +0.6%
FFA
1361
First Foundation Advisors
California
$4.35M +$2.45M +3,148 +129%
KJHP
1362
K.J. Harrison & Partners
Ontario, Canada
$4.35M -$700K -898 -14%
AWM
1363
Arista Wealth Management
Nevada
$4.35M +$4.35M +5,576 New
APP
1364
Avantax Planning Partners
Iowa
$4.35M +$181K +232 +4%
FPCG
1365
Forum Private Client Group
Indiana
$4.34M +$779 +1 +0%
IF
1366
Ironwood Financial
Arizona
$4.33M – – –
WA
1367
Waddell & Associates
Tennessee
$4.33M -$516K -662 -11%
QC
1368
Quent Capital
New York
$4.33M -$20.3K -26 -0.5%
HIMS
1369
Hager Investment Management Services
New Hampshire
$4.32M -$55.3K -71 -1%
NI
1370
Natural Investments
California
$4.32M +$108K +139 +3%
KNW
1371
Kesler Norman & Wride
Utah
$4.3M +$199K +255 +5%
HAM
1372
Honeycomb Asset Management
New York
$4.29M +$4.29M +5,500 New
BCA
1373
Bay Colony Advisors
Massachusetts
$4.24M +$290K +372 +7%
AO
1374
Advisor OS
Illinois
$4.24M +$63.9K +82 +2%
AWM
1375
Avior Wealth Management
Nebraska
$4.24M – – –
53 54
55
56 57