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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 %
GIP
1901
Greatmark Investment Partners
Georgia
$1.98M – – –
HI
1902
Hendershot Investments
Virginia
$1.98M -$170K -218 -8%
CSI
1903
Cross Staff Investments
New York
$1.98M – – –
MFS
1904
Mirabella Financial Services
United Kingdom
$1.98M -$6.52M -8,331 -77%
NCTC
1905
New Covenant Trust Company
Indiana
$1.97M -$314K -405 -14%
LMKC
1906
L.M. Kohn & Company
Ohio
$1.97M -$49.9K -64 -2%
LK
1907
Lumbard & Kellner
New Hampshire
$1.96M – – –
SCA
1908
Stonebridge Capital Advisors
Minnesota
$1.96M +$159K +204 +9%
NG
1909
Novem Group
New York
$1.96M +$731K +938 +60%
GLLW
1910
Graves Light Lenhart Wealth
Virginia
$1.95M -$231K -296 -11%
OW
1911
Olistico Wealth
Oklahoma
$1.95M -$833K -1,068 -30%
RIA
1912
Regal Investment Advisors
Michigan
$1.95M +$89.7K +115 +5%
MA
1913
MSA Advisors
California
$1.95M – – –
PWA
1914
Prairie Wealth Advisors
Nebraska
$1.95M -$223K -286 -10%
BOJHT
1915
Bank of Jackson Hole Trust
Wyoming
$1.95M +$75.6K +97 +4%
FWM
1916
Forza Wealth Management
Florida
$1.94M -$28.8K -37 -1%
CRWM
1917
Castle Rock Wealth Management
California
$1.94M -$931K -1,218 -32%
EL
1918
Essex LLC
Illinois
$1.94M +$220K +282 +13%
DLCIG
1919
D.L. Carlson Investment Group
New Hampshire
$1.94M -$306K -392 -14%
SI
1920
Scharf Investments
California
$1.93M +$164K +210 +9%
WMA
1921
West Michigan Advisors
Michigan
$1.93M -$125K -160 -6%
CFIM
1922
Client First Investment Management
Wisconsin
$1.92M +$3.9K +5 +0.2%
TF
1923
Tenon Financial
New Jersey
$1.92M – – –
MCM
1924
MV Capital Management
Maryland
$1.92M -$6.24K -8 -0.3%
SIAG
1925
Safeguard Investment Advisory Group
California
$1.91M -$215K -276 -10%
75 76
77
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