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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 %
OC
1651
Opinicus Capital
Florida
$2.8M +$78.7K +101 +3%
WCM
1652
Weaver Capital Management
Georgia
$2.8M +$81.1K +104 +3%
KP
1653
Keel Point
Alabama
$2.8M +$42.9K +55 +2%
SWA
1654
Stratos Wealth Advisors
Ohio
$2.79M -$15.9M -20,363 -85%
MWM
1655
Marion Wealth Management
Pennsylvania
$2.79M +$316K +405 +13%
SAM
1656
Sompo Asset Management
Japan
$2.78M +$46.8K +60 +2%
RWM
1657
Rockline Wealth Management
New York
$2.78M +$196K +252 +8%
RSA
1658
River Street Advisors
Illinois
$2.78M +$302K +387 +12%
AAM
1659
Aureus Asset Management
Massachusetts
$2.78M +$64.7K +83 +2%
3IP
1660
3Chopt Investment Partners
Virginia
$2.77M -$638K -819 -19%
IIC
1661
Ironwood Investment Counsel
Arizona
$2.76M -$17.9K -23 -0.6%
KAS
1662
KPP Advisory Services
Kentucky
$2.76M +$287K +368 +12%
ORG
1663
Optimist Retirement Group
Washington
$2.75M +$77.2K +99 +3%
EI
1664
Ellevest Inc
New York
$2.74M -$46.8K -60 -2%
GAA
1665
Guardian Asset Advisors
Pennsylvania
$2.74M +$33.5K +43 +1%
CA
1666
CGN Advisors
Kansas
$2.74M +$126K +161 +5%
NFG
1667
Nations Financial Group
Iowa
$2.73M +$43.7K +56 +2%
TFG
1668
Taylor Financial Group
Virginia
$2.72M +$79.5K +102 +3%
OL
1669
Optas LLC
Texas
$2.72M +$37.4K +48 +1%
FNB
1670
Farmers National Bank
Kentucky
$2.72M -$50.7K -65 -2%
MA
1671
MJP Associates
Connecticut
$2.71M -$70.1K -90 -3%
BWP
1672
BSW Wealth Partners
Colorado
$2.71M -$86.5K -111 -3%
SC
1673
Slow Capital
California
$2.71M +$2.71M +3,478 New
TPI
1674
Trust Point Inc
Wisconsin
$2.71M +$484K +621 +22%
MSFS
1675
Main Street Financial Solutions
Pennsylvania
$2.71M +$720K +923 +36%
65 66
67
68 69