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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 %
DWM
1851
Drive Wealth Management
Utah
$2.17M +$239K +307 +12%
GWM
1852
Greenwich Wealth Management
Connecticut
$2.16M -$3.12K -4 -0.1%
TH
1853
TCTC Holdings
Texas
$2.16M +$46.8K +60 +2%
CCC
1854
Compass Capital Corp
Massachusetts
$2.16M +$153K +197 +8%
1WA
1855
180 Wealth Advisors
Washington
$2.15M +$101K +129 +5%
NED
1856
Nancy E. Dempze
$2.15M +$302K +387 +16%
WPP
1857
Whalerock Point Partners
Rhode Island
$2.15M +$44.4K +57 +2%
LAIC
1858
Lederer & Associates Investment Counsel
California
$2.15M +$169K +217 +9%
LWA
1859
Lineweaver Wealth Advisors
Ohio
$2.15M +$338K +433 +19%
PDM
1860
Penn Davis McFarland
Texas
$2.14M – – –
QWM
1861
Quadcap Wealth Management
Texas
$2.14M +$209K +268 +11%
WA
1862
Wealth Architects
California
$2.14M -$95.1K -122 -4%
GA
1863
Guerra Advisors
Florida
$2.14M +$438K +562 +26%
RPCONE
1864
Retirement Planning Company of New England
Rhode Island
$2.14M -$41.3K -53 -2%
VWM
1865
Valley Wealth Managers
New Jersey
$2.14M -$90.4K -116 -4%
WPA
1866
West Paces Advisors
Georgia
$2.14M +$64.7K +83 +3%
GWSG
1867
GPS Wealth Strategies Group
Colorado
$2.13M +$69.4K +89 +3%
IIM
1868
InTrack Investment Management
Vermont
$2.12M -$179K -230 -8%
NWAG
1869
Net Worth Advisory Group
Utah
$2.12M +$1.37M +1,760 +184%
MCA
1870
Magnolia Capital Advisors
Mississippi
$2.11M -$9.35K -12 -0.4%
FFS
1871
Founders Financial Securities
Maryland
$2.11M +$10.1K +13 +0.5%
AA
1872
Armis Advisers
Georgia
$2.11M +$336K +425 +19%
GCM
1873
Gunderson Capital Management
South Carolina
$2.11M +$1.91M +2,448 +960%
CIR
1874
Clear Investment Research
Georgia
$2.1M +$17.2K +22 +0.8%
RA
1875
Rockingstone Advisors
Massachusetts
$2.1M -$803K -1,030 -28%
73 74
75
76 77