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 %
IFS
1801
Ifrah Financial Services
Arkansas
$2.3M -$10.1K -13 -0.4%
TLP
1802
Trinity Legacy Partners
Texas
$2.29M +$2.07M +2,625 +938%
GAA
1803
Global Assets Advisory
Florida
$2.29M -$123K -159 -5%
NQWM
1804
Northwest Quadrant Wealth Management
Oregon
$2.29M +$779 +1 +0%
BPC
1805
Bearing Point Capital
Minnesota
$2.28M +$159K +204 +7%
BDF
1806
Black Diamond Financial
Maryland
$2.28M -$60K -77 -3%
SFO
1807
Stenger Family Office
Illinois
$2.27M +$2.27M +2,987 New
SWA
1808
SFMG Wealth Advisors
Texas
$2.27M -$35.9K -46 -2%
DMBA
1809
Deseret Mutual Benefit Administrators
Utah
$2.27M – – –
OHWA
1810
Oak Hill Wealth Advisors
Virginia
$2.26M +$11.7K +15 +0.5%
GCM
1811
Gables Capital Management
Florida
$2.26M +$217K +278 +11%
MA
1812
MCF Advisors
Kentucky
$2.25M +$327K +419 +17%
JGUA
1813
John G. Ullman & Associates
New York
$2.25M – – –
WIC
1814
Wilkins Investment Counsel
Massachusetts
$2.24M -$242K -310 -10%
CA
1815
Claro Advisors
Massachusetts
$2.24M -$665K -853 -23%
BBA
1816
BLB&B Advisors
Pennsylvania
$2.24M -$67K -86 -3%
GWM
1817
Glass Wealth Management
Texas
$2.24M +$71.7K +92 +3%
BPAMU
1818
BTG Pactual Asset Management US
New York
$2.24M +$150K +192 +7%
GIM
1819
Gold Investment Management
Alberta, Canada
$2.24M – – –
SOS
1820
Silver Oak Securities
Tennessee
$2.24M +$69.4K +89 +3%
UBG
1821
United Bank (Georgia)
Georgia
$2.23M – – –
DS
1822
DRW Securities
Illinois
$2.23M -$6.36M -8,159 -74%
FPL
1823
Fortress Private Ledger
North Carolina
$2.23M +$23.4K +30 +1%
MWA
1824
Midland Wealth Advisors
Illinois
$2.22M -$94.3K -121 -4%
CCAM
1825
Cascades Capital Asset Management
North Carolina
$2.22M +$241K +309 +12%
71 72
73
74 75