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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 %
LFA
1876
Laraway Financial Advisors
Minnesota
$2.09M -$88.9K -114 -4%
MSR
1877
Main Street Research
Connecticut
$2.09M -$514K -660 -20%
BDA
1878
Borer Denton & Associates
Pennsylvania
$2.07M – – –
TSS
1879
Thomas Story & Son
Indiana
$2.07M – – –
PD
1880
Point72 (DIFC)
United Arab Emirates
$2.07M +$2.07M +2,653 New
WPW
1881
Warther Private Wealth
Ohio
$2.06M -$121K -155 -6%
FWI
1882
Facet Wealth Inc
Maryland
$2.06M +$242K +327 +13%
MWM
1883
Massachusetts Wealth Management
Massachusetts
$2.06M +$27.3K +35 +1%
CCA
1884
Childress Capital Advisors
Texas
$2.05M +$110K +141 +6%
AWM
1885
Aprio Wealth Management
Georgia
$2.04M -$245K -314 -11%
KCAM
1886
Kagan Cocozza Asset Management
New Jersey
$2.04M -$19.5K -25 -0.9%
IW
1887
IronOak Wealth
Texas
$2.03M +$2.03M +2,606 New
MAM
1888
Mystic Asset Management
Rhode Island
$2.03M -$54.6K -70 -3%
CA
1889
Cornerstone Advisory
Maryland
$2.02M +$11.7K +15 +0.6%
MCM
1890
Monument Capital Management
Virginia
$2.02M -$83.4K -107 -4%
PG
1891
Patten Group
Tennessee
$2.01M -$133K -171 -6%
EA
1892
Ellsworth Advisors
Ohio
$2.01M +$195K +250 +11%
FF
1893
Farrow Financial
Vermont
$2.01M -$72.5K -93 -3%
ZF
1894
Zhang Financial
Michigan
$2.01M +$13.3K +17 +0.7%
MCM
1895
Marathon Capital Management
Maryland
$2.01M +$351K +450 +21%
PA
1896
Procyon Advisors
Connecticut
$2.01M -$1.29M -1,659 -39%
WIS
1897
Wright Investors Service
Connecticut
$2.01M -$84.2K -108 -4%
HWA
1898
HHM Wealth Advisors
Tennessee
$2M -$39.8K -51 -2%
WIA
1899
Wealthedge Investment Advisors
New York
$1.99M -$601K -771 -23%
FIC
1900
FCG Investment Company
Tennessee
$1.99M +$37.4K +48 +2%
74 75
76
77 78