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Eli Lilly
LLY

Overview Fund Activity

3,871 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,772 increasing their positions, 1,396 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.58%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,772
Reduced
1,396
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$41.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$4.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$941M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$894M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.71B
3
Primecap Management
Primecap Management
California
-$1.63B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1576
Pure Financial Advisors
California
$3.2M +$385K +466 +14%
DWM
1577
Dynasty Wealth Management
Florida
$3.18M +$1.03M +1,251 +48%
MSA
1578
Marino Stram & Associates
Massachusetts
$3.17M +$814K +986 +35%
HDIM
1579
Hanson & Doremus Investment Management
Vermont
$3.17M +$477K +578 +18%
RA
1580
RiverPark Advisors
New York
$3.16M +$359K +435 +13%
IIM
1581
Ipswich Investment Management
Massachusetts
$3.15M -$326K -395 -9%
CWP
1582
Concord Wealth Partners
Virginia
$3.14M -$1.33M -1,610 -30%
AWM
1583
Accurate Wealth Management
Florida
$3.13M +$68.1K +93 +2%
NB
1584
Northwest Bancshares
Pennsylvania
$3.13M -$61.9K -75 -2%
FHC
1585
First Heartland Consultants
Missouri
$3.12M -$39.6K -48 -1%
HI
1586
Humankind Investments
New York
$3.12M -$486K -588 -13%
AWMT
1587
AAFMAA Wealth Management & Trust
North Carolina
$3.12M -$108K -131 -3%
SWMG
1588
Stillwater Wealth Management Group
Florida
$3.11M +$33K +40 +1%
FPW
1589
Fairvoy Private Wealth
Alabama
$3.11M +$7.43K +9 +0.2%
AAM
1590
Austin Asset Management
Texas
$3.08M +$3.08M +3,734 New
CA
1591
Claro Advisors
Massachusetts
$3.08M +$167K +202 +6%
IA
1592
IFG Advisory
Georgia
$3.08M +$529K +641 +21%
PC
1593
Panoramic Capital
California
$3.08M -$3.27M -3,957 -52%
RA
1594
Rockingstone Advisors
Massachusetts
$3.07M +$524K +635 +21%
PP
1595
Patron Partners
Texas
$3.07M +$130K +157 +4%
WGC
1596
Watts Gwilliam & Co
Arizona
$3.06M +$1.67M +2,020 +120%
RLWM
1597
RF&L Wealth Management
Massachusetts
$3.06M – – –
CRWM
1598
Castle Rock Wealth Management
California
$3.05M +$638K +785 +26%
HFS
1599
Haverford Financial Services
Pennsylvania
$3.05M -$28.9K -35 -0.9%
SIG
1600
Sargent Investment Group
Maryland
$3.05M +$953K +1,154 +45%
62 63
64
65 66