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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 %
BCM
2001
Brooktree Capital Management
Michigan
$1.75M -$170K -218 -9%
FGA
2002
Fortis Group Advisors
New Jersey
$1.75M -$255K -343 -13%
EA
2003
Everpar Advisors
Oklahoma
$1.75M -$203K -261 -10%
FFO
2004
Fiduciary Family Office
Florida
$1.75M -$168K -216 -9%
PWM
2005
Prosperity Wealth Management
California
$1.75M +$28.8K +37 +2%
MFC
2006
Morris Financial Concepts
South Carolina
$1.74M +$33.5K +43 +2%
NMCM
2007
Nicholson Meyer Capital Management
Missouri
$1.74M -$187K -240 -10%
AWA
2008
Archvest Wealth Advisors
California
$1.74M +$78.7K +101 +5%
LCM
2009
Landscape Capital Management
New Jersey
$1.74M -$2.14M -2,750 -55%
NFA
2010
Northern Financial Advisors
Michigan
$1.74M +$175K +225 +11%
KA
2011
Klingman & Associates
New York
$1.74M +$270K +346 +18%
OCM
2012
One Capital Management
California
$1.74M -$32K -41 -2%
ISFAN
2013
Investor's Fiduciary Advisor Network
Washington
$1.74M +$1.74M +2,230 New
FEG
2014
Financial Enhancement Group
Indiana
$1.74M -$9.52K -12 -0.5%
RSC
2015
Red Spruce Capital
Pennsylvania
$1.74M – – –
DDPIC
2016
Deroy & Devereaux Private Investment Counsel
Michigan
$1.73M -$346K -444 -17%
RIS
2017
Retirement Income Solutions
Michigan
$1.73M +$59.2K +76 +4%
MWAM
2018
Manhattan West Asset Management
California
$1.73M +$67.8K +87 +4%
PFT
2019
Providence First Trust
Arizona
$1.73M +$2.34K +3 +0.1%
CA
2020
Calton & Associates
Florida
$1.72M -$249K -320 -13%
MFG
2021
Mosaic Financial Group
Illinois
$1.72M +$779 +1 +0%
BWM
2022
BigSur Wealth Management
Florida
$1.71M +$1.25M +1,600 +267%
CBT
2023
Central Bank & Trust
Kentucky
$1.71M -$58.5K -75 -3%
AWAG
2024
ARS Wealth Advisors Group
Florida
$1.71M +$60.8K +78 +4%
PW
2025
PUREfi Wealth
Massachusetts
$1.71M +$705K +905 +70%
79 80
81
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