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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 %
BFA
1501
Beaumont Financial Advisors
Massachusetts
$3.51M -$43.7K -56 -1%
SIA
1502
Soltis Investment Advisors
Utah
$3.5M -$812K -1,042 -19%
PJWM
1503
Philip James Wealth Mangement
Georgia
$3.49M -$1.17M -1,500 -25%
AFP
1504
Ausdal Financial Partners
Iowa
$3.49M +$174K +223 +5%
CAG
1505
Csenge Advisory Group
Florida
$3.48M +$287K +389 +9%
PCS
1506
Personal CFO Solutions
New Jersey
$3.48M +$225K +289 +7%
HIM
1507
Hillsdale Investment Management
Ontario, Canada
$3.48M +$3M +3,850 +629%
SWM
1508
Segment Wealth Management
Texas
$3.47M +$2.39M +3,068 +222%
FDS
1509
First Dallas Securities
Texas
$3.46M +$3.9K +5 +0.1%
OCAM
1510
Owl Creek Asset Management
New York
$3.46M +$3.46M +4,440 New
AW
1511
Alaethes Wealth
Nevada
$3.45M +$151K +194 +5%
MHIC
1512
Marble Harbor Investment Counsel
Massachusetts
$3.44M – – –
PWAM
1513
Pinnacle West Asset Management
Wyoming
$3.44M -$17.9K -23 -0.5%
TBT
1514
Texas Bank & Trust
Texas
$3.43M -$148K -190 -4%
AGC
1515
Aspen Grove Capital
Colorado
$3.43M +$314K +403 +10%
WFI
1516
West Family Investments
California
$3.43M +$2.26M +2,897 +193%
HNWAG
1517
High Net Worth Advisory Group
Florida
$3.42M -$53.8K -69 -2%
HI
1518
Humankind Investments
New York
$3.42M +$472K +605 +16%
PWM
1519
Pines Wealth Management
North Carolina
$3.41M +$227K +291 +7%
CWM
1520
Cordatus Wealth Management
Pennsylvania
$3.39M -$7.8K -10 -0.2%
CWM
1521
Cornerstone Wealth Management
Missouri
$3.38M +$154K +197 +5%
BKA
1522
Brick & Kyle Associates
Pennsylvania
$3.38M +$1.32M +1,700 +64%
GM
1523
GeoWealth Management
Illinois
$3.37M +$70.2K +90 +2%
AAS
1524
Ameritas Advisory Services
Nebraska
$3.36M -$2.47M -3,169 -42%
WAG
1525
Wiser Advisor Group
Arizona
$3.35M +$60K +77 +2%
59 60
61
62 63