LLY icon

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 %
EWM
1626
Evermay Wealth Management
Virginia
$2.93M -$127K -163 -4%
KIM
1627
Kane Investment Management
California
$2.93M -$377K -483 -11%
DAM
1628
Draper Asset Management
New York
$2.92M -$220K -284 -7%
LFP
1629
Leeward Financial Partners
Washington
$2.91M -$2.28M -2,923 -44%
TBC
1630
Ted Buchan & Co
California
$2.91M +$956K +1,227 +49%
QWP
1631
Quotient Wealth Partners
Texas
$2.9M +$292K +374 +11%
SMF
1632
Scott Marsh Financial
Utah
$2.9M +$2.9M +3,724 New
WMA
1633
Wealth Management Associates
New Jersey
$2.9M +$18.7K +24 +0.7%
NCM
1634
Nelson Capital Management
California
$2.89M +$36.6K +47 +1%
IC
1635
Iconiq Capital
California
$2.89M -$141K -181 -5%
RLWM
1636
RF&L Wealth Management
Massachusetts
$2.89M – – –
AAM
1637
Austin Asset Management
Texas
$2.87M -$38.2K -49 -1%
EWA
1638
Etesian Wealth Advisors
Oregon
$2.87M -$3.12K -4 -0.1%
NB
1639
Northwest Bancshares
Pennsylvania
$2.87M -$86.5K -111 -3%
CAC
1640
Certified Advisory Corp
Florida
$2.86M +$47.6K +61 +2%
AWM
1641
Aviso Wealth Management
Washington
$2.85M +$1.25M +1,597 +78%
CWP
1642
Concord Wealth Partners
Virginia
$2.85M -$118K -151 -4%
CAMV
1643
Concord Asset Management (Virginia)
Virginia
$2.85M +$479K +614 +20%
PWPS
1644
Pinnacle Wealth Planning Services
Ohio
$2.84M +$295K +379 +12%
GEA
1645
Glen Eagle Advisors
New Jersey
$2.83M -$1.56K -2 -0.1%
RCWM
1646
Royal Capital Wealth Management
Indiana
$2.83M – – –
CSIC
1647
Clifford Swan Investment Counsel
California
$2.83M -$1.15M -1,476 -29%
EPM
1648
Elm Partners Management
Pennsylvania
$2.81M +$2.81M +3,611 New
LB
1649
Legacy Bridge
Iowa
$2.81M +$115K +148 +4%
CA
1650
Cache Advisors
California
$2.81M – – –
64 65
66
67 68