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 %
BAM
1926
Bosun Asset Management
Illinois
$1.91M -$13.3K -17 -0.7%
HVP
1927
Hudson Value Partners
Florida
$1.91M -$19.5K -25 -1%
SFS
1928
Stiles Financial Services
Minnesota
$1.91M +$113K +145 +6%
ACP
1929
Aviance Capital Partners
Florida
$1.91M -$12.5K -16 -0.7%
MC
1930
Machina Capital
France
$1.9M +$498K +639 +35%
CWM
1931
Connecticut Wealth Management
Connecticut
$1.9M +$780 +1 +0%
WC
1932
Westhampton Capital
North Carolina
$1.9M +$267K +343 +16%
TW
1933
Traveka Wealth
California
$1.9M -$115K -148 -6%
VC
1934
Veracity Capital
Georgia
$1.9M -$56.9K -73 -3%
RDWM
1935
Red Door Wealth Management
Tennessee
$1.9M +$232K +298 +14%
APG
1936
Abacus Planning Group
South Carolina
$1.9M -$44.4K -57 -2%
MSS
1937
Mitchell Sinkler & Starr
Pennsylvania
$1.9M +$23.4K +30 +1%
AF
1938
Advisornet Financial
Minnesota
$1.89M -$8.57K -11 -0.5%
SW
1939
Solidarity Wealth
Utah
$1.89M +$780 +1 +0%
TWP
1940
Tempus Wealth Planning
California
$1.88M -$371K -476 -16%
RWMG
1941
Redwood Wealth Management Group
New Jersey
$1.88M -$68.6K -88 -4%
PS
1942
Planned Solutions
California
$1.88M -$122K -156 -6%
PPW
1943
Pasadena Private Wealth
California
$1.88M +$1.27M +1,624 +207%
WCM
1944
Washburn Capital Management
Florida
$1.88M -$146K -187 -7%
NFG
1945
Nadler Financial Group
Illinois
$1.88M -$81.9K -105 -4%
OFW
1946
Omnia Family Wealth
Florida
$1.88M +$112K +144 +6%
PAMP
1947
Polar Asset Management Partners
Ontario, Canada
$1.87M +$1.87M +2,400 New
LWM
1948
Lyell Wealth Management
California
$1.86M -$42.1K -54 -2%
FDW
1949
Fourth Dimension Wealth
Ohio
$1.86M +$630K +808 +51%
NAMNJ
1950
NorthStar Asset Management (New Jersey)
New Jersey
$1.86M +$155K +199 +9%
76 77
78
79 80