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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 %
NC
1701
NovaPoint Capital
Georgia
$2.6M +$2.39M +3,064 +1,156%
MFA
1702
Mayflower Financial Advisors
Massachusetts
$2.59M +$121K +155 +5%
CPC
1703
Congress Park Capital
New York
$2.59M +$117K +150 +5%
WIM
1704
WealthPlan Investment Management
Nebraska
$2.59M +$948K +1,216 +58%
MIM
1705
Moseley Investment Management
Florida
$2.59M -$105K -135 -4%
JSL
1706
JT Stratford LLC
Georgia
$2.58M -$60K -77 -2%
ESBC
1707
E.S. Barr & Co
Kentucky
$2.58M +$54.6K +70 +2%
CAGAS
1708
Capital Advisory Group Advisory Services
Minnesota
$2.57M -$56.1K -72 -2%
CPWA
1709
Cerro Pacific Wealth Advisors
California
$2.57M -$16.4K -21 -0.6%
BB
1710
Berkshire Bank
Massachusetts
$2.57M – – –
UW
1711
Unique Wealth
Florida
$2.56M +$143K +184 +6%
FMTC
1712
Farmers & Merchants Trust Company
California
$2.56M +$350K +449 +16%
WC
1713
Waterloo Capital
Texas
$2.56M +$68.6K +88 +3%
TCM
1714
Telos Capital Management
California
$2.56M +$1.01M +1,298 +65%
SP
1715
Stablepoint Partners
Massachusetts
$2.55M -$61.6K -79 -2%
BTW
1716
Boston Trust Walden
Massachusetts
$2.55M -$7.8K -10 -0.3%
LW
1717
Linscomb Wealth
Texas
$2.55M +$38.2K +49 +2%
Fuller & Thaler Asset Management
1718
Fuller & Thaler Asset Management
California
$2.55M – – –
CCB
1719
Country Club Bank
Missouri
$2.54M -$39.5K -51 -2%
LWAM
1720
Legacy Wealth Asset Management
Minnesota
$2.54M -$42.1K -54 -2%
ML
1721
McAdam LLC
Pennsylvania
$2.54M +$1.56K +2 +0.1%
GS
1722
GTS Securities
New York
$2.54M -$3.98M -5,100 -61%
SP
1723
Stonebrook Private
Michigan
$2.53M +$40.5K +52 +2%
AFS
1724
Aft Forsyth & Sober
Florida
$2.53M +$1.71M +2,200 +210%
BFIM
1725
Beese Fulmer Investment Management
Ohio
$2.53M +$857K +1,099 +51%
67 68
69
70 71