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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
AWM
1501
Accurate Wealth Management
Florida
$3.61M +$232K +299 +7%
NRI
1502
NFP Retirement Inc
California
$3.61M +$34.2K +44 +1%
AP
1503
Appleton Partners
Massachusetts
$3.6M -$48.2K -62 -1%
GP
1504
Geneva Partners
Wisconsin
$3.6M +$25.6K +33 +0.7%
BWA
1505
Blodgett Wealth Advisors
California
$3.59M -$322K -415 -8%
WHG
1506
Westwood Holdings Group
Texas
$3.59M -$372K -479 -9%
PWS
1507
Peterson Wealth Services
Utah
$3.59M +$65.3K +84 +2%
MIP
1508
Marietta Investment Partners
Wisconsin
$3.57M -$140K -180 -4%
MJP
1509
Michael J. Puzo
$3.57M +$1.58M +2,039 +80%
ILI
1510
Invesco LLC (Illinois)
Illinois
$3.56M -$101K -130 -3%
CFG
1511
Cooper Financial Group
California
$3.55M +$1.23M +1,583 +53%
JWM
1512
Jeppson Wealth Management
California
$3.54M -$295K -379 -8%
MBTD
1513
Mechanics Bank - Trust Department
California
$3.53M -$667K -858 -16%
CIAS
1514
CFS Investment Advisory Services
New Jersey
$3.53M +$185K +238 +6%
PFA
1515
Pure Financial Advisors
California
$3.52M +$498K +641 +17%
LF
1516
Lighthouse Financial
Florida
$3.51M +$85.5K +110 +3%
RCM
1517
RB Capital Management
Nevada
$3.51M +$221K +285 +7%
BFA
1518
Beaumont Financial Advisors
Massachusetts
$3.51M -$43.5K -56 -1%
SIA
1519
Soltis Investment Advisors
Utah
$3.5M -$810K -1,042 -19%
PJWM
1520
Philip James Wealth Mangement
Georgia
$3.49M -$1.17M -1,500 -25%
AFP
1521
Ausdal Financial Partners
Iowa
$3.49M +$173K +223 +5%
CAG
1522
Csenge Advisory Group
Florida
$3.48M +$302K +389 +9%
PCS
1523
Personal CFO Solutions
New Jersey
$3.48M +$225K +289 +7%
HIM
1524
Hillsdale Investment Management
Ontario, Canada
$3.48M +$2.99M +3,850 +629%
SWM
1525
Segment Wealth Management
Texas
$3.47M +$2.38M +3,068 +222%

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.