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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 %
BLFG
2126
Brian Low Financial Group
Louisiana
$1.5M +$1.5M +1,928 New
SFS
2127
Summit Financial Strategies
Ohio
$1.5M -$7.8K -10 -0.5%
NL
2128
Navalign LLC
California
$1.5M -$7.8K -10 -0.5%
OAS
2129
Optivise Advisory Services
Tennessee
$1.5M -$80.3K -103 -5%
BWA
2130
Bordeaux Wealth Advisors
California
$1.49M -$228K -293 -13%
EFSCE
2131
Enterprise Financial Services Corp (EFSC)
Missouri
$1.49M +$65.5K +84 +5%
SSW
2132
Stone Summit Wealth
Florida
$1.49M +$5.46K +7 +0.4%
HW
2133
Hedeker Wealth
Illinois
$1.48M -$27.3K -35 -2%
KFS
2134
Keynote Financial Services
Connecticut
$1.48M +$11.7K +15 +0.8%
B
2135
Bellecapital
Switzerland
$1.48M -$78K -100 -5%
ACA
2136
Atlas Capital Advisors
Wyoming
$1.48M -$60K -77 -4%
LA
2137
Latitude Advisors
Florida
$1.48M -$274K -351 -16%
SWM
2138
Salvus Wealth Management
New Jersey
$1.47M +$3.9K +5 +0.3%
OC
2139
Oarsman Capital
Wisconsin
$1.47M +$5.46K +7 +0.4%
BAM
2140
Brave Asset Management
New Jersey
$1.47M -$147K -188 -9%
MWM
2141
MGB Wealth Management
Texas
$1.47M -$147K -188 -9%
FFA
2142
Founders Financial Alliance
North Carolina
$1.46M -$24.2K -31 -2%
DRD
2143
Dennis R. Delaney
$1.46M +$393K +504 +37%
RAM
2144
Riggs Asset Management
Pennsylvania
$1.46M +$50.7K +65 +4%
SGCA
2145
Steel Grove Capital Advisors
Tennessee
$1.46M +$1.41M +20,001 +3,242%
AF
2146
Apexium Financial
Texas
$1.46M -$4.68K -6 -0.3%
PIA
2147
Perennial Investment Advisors
California
$1.46M +$44.4K +57 +3%
JWCA
2148
J.W. Coons Advisors
Ohio
$1.45M -$116K -149 -7%
HFS
2149
Heritage Financial Services
Massachusetts
$1.45M -$21.8K -28 -1%
BA
2150
Bristlecone Advisors
Washington
$1.45M -$70.2K -90 -5%
84 85
86
87 88