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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 %
ATWA
2026
Arbor Trust Wealth Advisors
Michigan
$1.71M +$97.4K +125 +6%
RLH
2027
RD Lewis Holdings
Florida
$1.71M -$3.2K -5 -0.2%
SIAP
2028
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.7M +$510K +654 +43%
APA
2029
Astoria Portfolio Advisors
New York
$1.7M -$19.3K -24 -1%
IIA
2030
Integral Investment Advisors
California
$1.7M +$770K +988 +83%
TF
2031
Trek Financial
Arizona
$1.7M +$735K +943 +76%
HPC
2032
Hobart Private Capital
North Carolina
$1.7M +$345K +443 +26%
CA
2033
Continuum Advisory
Idaho
$1.7M +$193K +248 +13%
SCM
2034
Saxony Capital Management
Missouri
$1.69M +$22.6K +29 +1%
SCA
2035
Sandy Cove Advisors
Massachusetts
$1.69M +$136K +174 +9%
IIC
2036
Integrated Investment Consultants
Michigan
$1.69M +$86.5K +111 +5%
Financial Engines Advisors
2037
Financial Engines Advisors
California
$1.69M +$963K +1,235 +132%
RPSA
2038
Richard P. Slaughter Associates
Texas
$1.69M +$125K +160 +8%
VC
2039
Vestor Capital
Illinois
$1.69M -$7.73M -18,926 -82%
WI
2040
Westbourne Investments
Virginia
$1.68M -$534K -685 -24%
WLG
2041
Williamson Legacy Group
Indiana
$1.68M +$24.9K +32 +2%
TT
2042
TI-Trust
Illinois
$1.68M +$18.7K +24 +1%
SRC
2043
Sage Rhino Capital
California
$1.68M +$9.35K +12 +0.6%
TNAM
2044
Terra Nova Asset Management
New York
$1.68M -$519K -666 -24%
LAM
2045
Lummis Asset Management
Texas
$1.67M – – –
GHA
2046
Granite Harbor Advisors
Texas
$1.67M +$47.6K +61 +3%
GXJ
2047
Global X Japan
Japan
$1.67M +$50.7K +65 +3%
SSI
2048
Scott & Selber Inc
Texas
$1.67M +$14K +18 +0.8%
DMC
2049
Drexel Morgan & Co
Pennsylvania
$1.66M – – –
SWM
2050
Sculati Wealth Management
Michigan
$1.66M +$234K +300 +16%
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82
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