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Eli Lilly
LLY

Overview Fund Activity

3,865 hedge funds and large institutions have $605B invested in Eli Lilly in 2024 Q4 according to their latest regulatory filings, with 494 funds opening new positions, 1,517 increasing their positions, 1,464 reducing their positions, and 195 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,865
Holders Change
+235
Holders Change %
+6.47%
% of All Funds
51.44%
Holding in Top 10
328
Holding in Top 10 Change
-137
Holding in Top 10 Change %
-29.46%
% of All Funds
4.37%
New
494
Increased
1,517
Reduced
1,464
Closed
195
Calls
$9.28B
Puts
$10.1B
Net Calls
-$872M
Net Calls Change
+$365M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.55B
2
Capital International Investors
Capital International Investors
California
+$1.27B
3
Capital Research Global Investors
Capital Research Global Investors
California
+$1.15B
4
Northern Trust
Northern Trust
Illinois
+$930M
5
UBS AM
UBS AM
Illinois
+$748M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$7.21B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$2.59B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.93B
4
Jennison Associates
Jennison Associates
New York
-$1.66B
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.25B
Name Holding Trade Value Shares
Change 		Shares
Change %
PSP
2026
Principal Street Partners
Tennessee
$1.67M -$1.1M -1,426 -40%
BBI
2027
Baxter Bros Inc
Connecticut
$1.67M +$138K +179 +9%
MWA
2028
MN Wealth Advisors
Kansas
$1.67M +$210K +272 +14%
VWA
2029
Visionary Wealth Advisors
Illinois
$1.66M +$364K +471 +28%
SGAM
2030
Smith Group Asset Management
Texas
$1.66M -$30.9K -40 -2%
CWS
2031
Cypress Wealth Services
California
$1.66M +$64.1K +83 +4%
RIS
2032
Retirement Income Solutions
Michigan
$1.66M -$76.4K -99 -4%
APC
2033
Aspire Private Capital
North Carolina
$1.65M +$303K +392 +22%
OL
2034
OneFund LLC
Florida
$1.65M +$54K +70 +3%
OCM
2035
Orser Capital Management
Texas
$1.65M -$7.72K -10 -0.5%
DMC
2036
Drexel Morgan & Co
Pennsylvania
$1.65M – – –
NED
2037
Nancy E. Dempze
$1.64M -$398K -515 -19%
SRC
2038
Sage Rhino Capital
California
$1.64M -$16.2K -21 -1%
HIG
2039
Heritage Investment Group
Florida
$1.64M +$772 +1 +0%
CD
2040
Chapin Davis
Maryland
$1.64M – – –
BFA
2041
Bill Few Associates
Pennsylvania
$1.64M -$65.6K -85 -4%
PEA
2042
Park Edge Advisors
Ohio
$1.64M -$119K -154 -7%
FH
2043
FWG Holdings
Florida
$1.64M +$9.73K +12 +0.6%
SCA
2044
Sandy Cove Advisors
Massachusetts
$1.64M +$88.8K +115 +6%
PWM
2045
Prosperity Wealth Management
California
$1.64M +$104K +135 +7%
SSI
2046
Scott & Selber Inc
Texas
$1.64M +$772 +1 +0%
WCA
2047
Westover Capital Advisors
Delaware
$1.64M -$1.54K -2 -0.1%
JWCA
2048
J.W. Coons Advisors
Ohio
$1.63M +$7.72K +10 +0.5%
AWAG
2049
ARS Wealth Advisors Group
Florida
$1.63M +$20.8K +27 +1%
AA
2050
Aire Advisors
California
$1.63M +$102K +132 +7%
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82
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