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Eli Lilly
LLY

Overview Fund Activity

3,871 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,772 increasing their positions, 1,396 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.57%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,772
Reduced
1,396
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$41.3B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$4.12B
3
Vanguard Group
Vanguard Group
Pennsylvania
+$4.11B
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$941M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$894M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$2.23B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.71B
3
Primecap Management
Primecap Management
California
-$1.63B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.43B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.19B
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
2001
Auxano Advisors
Washington
$1.82M -$40.5K -49 -2%
BWA
2002
Bordeaux Wealth Advisors
California
$1.82M +$830K +1,005 +84%
MFC
2003
Morris Financial Concepts
South Carolina
$1.81M +$460K +557 +34%
VWA
2004
Visionary Wealth Advisors
Illinois
$1.81M +$34.7K +42 +2%
NAMNJ
2005
NorthStar Asset Management (New Jersey)
New Jersey
$1.8M +$118K +143 +7%
GA
2006
Guerra Advisors
Florida
$1.8M +$474K +574 +36%
BBI
2007
Baxter Bros Inc
Connecticut
$1.78M -$2.48K -3 -0.1%
BFIM
2008
Beese Fulmer Investment Management
Ohio
$1.77M +$1.28M +1,544 +255%
APA
2009
Astoria Portfolio Advisors
New York
$1.77M +$906K +1,092 +104%
RIS
2010
Retirement Income Solutions
Michigan
$1.77M – – –
WP
2011
Westmount Partners
California
$1.77M +$61.9K +75 +4%
SCM
2012
Saxony Capital Management
Missouri
$1.77M -$42.9K -52 -2%
CAL
2013
Capital Analysts LLC
Pennsylvania
$1.77M -$1.17M -1,415 -40%
OL
2014
OneFund LLC
Florida
$1.77M +$826 +1 +0%
SRC
2015
Sage Rhino Capital
California
$1.77M +$8.26K +10 +0.5%
RDWM
2016
Red Door Wealth Management
Tennessee
$1.77M +$69.4K +84 +4%
HFO
2017
Heritage Family Offices
Arizona
$1.77M +$144K +174 +9%
AWA
2018
Archvest Wealth Advisors
California
$1.76M +$23.1K +28 +1%
DMC
2019
Drexel Morgan & Co
Pennsylvania
$1.76M – – –
OCM
2020
Orser Capital Management
Texas
$1.76M – – –
FNBOH
2021
First National Bank of Hutchinson
Kansas
$1.76M +$94.2K +114 +6%
TT
2022
TI-Trust
Illinois
$1.76M -$124K -150 -7%
LI
2023
LRI Investments
Florida
$1.76M -$791K -958 -31%
Loomis, Sayles & Company
2024
Loomis, Sayles & Company
Massachusetts
$1.76M -$82.6K -100 -4%
MWAM
2025
Manhattan West Asset Management
California
$1.76M +$349K +423 +25%
79 80
81
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