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Eli Lilly

3,907 hedge funds and large institutions have $610B invested in Eli Lilly in 2025 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 1,772 increasing their positions, 1,451 reducing their positions, and 174 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $14.1B | Put options by funds: $10.7B

25% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 174

22% more repeat investments, than reductions

Existing positions increased: 1,772 | Existing positions reduced: 1,451

0% less funds holding

Funds holding: 3,9203,907 (-13)

5.58% less ownership

Funds ownership: 88.24%82.66% (-5.6%)

12% less capital invested

Capital invested by funds: $689B → $610B (-$79.3B)

27% less funds holding in top 10

Funds holding in top 10: 399291 (-108)

Holders
3,907
Holders Change
-13
Holders Change %
-0.33%
% of All Funds
51.43%
Holding in Top 10
291
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-27.07%
% of All Funds
3.83%
New
218
Increased
1,772
Reduced
1,451
Closed
174
Calls
$14.1B
Puts
$10.7B
Net Calls
+$3.4B
Net Calls Change
+$4.07B
Name Holding Trade Value Shares
Change
Change in
Stake
CM
1401
Caption Management
Oklahoma
$4.13M +$4.12M +5,300 New
PSP
1402
Principal Street Partners
Tennessee
$4.13M +$2.35M +3,018 +132%
Simplex Trading
1403
Simplex Trading
Illinois
$4.12M +$4.11M +5,286 New
AMBIA
1404
Allen Mooney & Barnes Investment Advisors
Georgia
$4.11M -$45.1K -58 -1%
OFS
1405
OneAscent Financial Services
Alabama
$4.1M -$4.01M -5,156 -49%
SIS
1406
Sound Income Strategies
Florida
$4.1M +$300K +386 +8%
W
1407
Wealthquest
Ohio
$4.1M +$12.4K +16 +0.3%
CAM
1408
Carret Asset Management
New York
$4.09M -$3.88K -5 -0.1%
AF
1409
Arrow Financial
New York
$4.09M +$80K +103 +2%
BMCM
1410
Bryn Mawr Capital Management
Pennsylvania
$4.08M +$40.4K +52 +1%
KMWM
1411
Keudell/Morrison Wealth Management
Oregon
$4.08M -$66.1K -85 -2%
ACM
1412
Avalon Capital Management
California
$4.07M -$264K -340 -6%
KCM
1413
Kanawha Capital Management
Virginia
$4.06M +$484K +623 +14%
LIP
1414
Lighthouse Investment Partners
Florida
$4.05M +$2.49M +3,200 +160%
RWB
1415
RMR Wealth Builders
New Jersey
$4.05M +$215K +277 +6%
WAM
1416
WNY Asset Management
New York
$4.04M +$176K +227 +5%
C
1417
Certuity
Florida
$4.04M -$224K -288 -5%
WSCM
1418
Wellington Shields Capital Management
New York
$4.04M
EAM
1419
Exane Asset Management
France
$4.02M +$3.41M +4,394 New
FAIM
1420
Financial Advocates Investment Management
Washington
$4.01M -$814K -1,047 -17%
PCA
1421
Peddock Capital Advisors
Massachusetts
$3.99M
CFP
1422
Catalyst Financial Partners
Massachusetts
$3.99M +$73.8K +95 +2%
GS
1423
GWN Securities
Florida
$3.99M -$3.05M -3,928 -44%
EPIM
1424
Evelyn Partners Investment Management
$3.99M +$175K +225 +5%
HTIM
1425
Harbour Trust & Investment Management
Indiana
$3.98M -$258K -332 -6%

LLY Hedge Fund Activity: Q2 2025 in Review

3,907 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Eli Lilly (LLY) for Q2 2025, worth a combined $610B — down 12% from $689B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new LLY positions and 174 closed out — a net gain of 44 holders — while 1,772 added to existing stakes and 1,451 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $3.89B. The largest seller was PNC Financial Services Group, cutting an estimated $38.9B.

  • 3,907 institutional investors held Eli Lilly (LLY) as of Q2 2025, down from 3,920 in Q1 2025.
  • Funds reported $610B of Eli Lilly stock for Q2 2025, down 12% quarter-over-quarter.
  • 218 funds opened new Eli Lilly positions in Q2 2025 and 174 closed out, a net change of +44 holders.
  • The largest Eli Lilly buyer in Q2 2025 was Capital Research Global Investors, an estimated $3.89B added.
  • The largest Eli Lilly seller in Q2 2025 was PNC Financial Services Group, an estimated $38.9B sold.

Based on aggregated 13F filings for Q2 2025.