LLY icon

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 %
SFPG
2201
Stonebridge Financial Planning Group
Florida
$1.36M -$19.5K -25 -1%
GWA
2202
Gratus Wealth Advisors
Virginia
$1.35M +$69.4K +89 +5%
Loomis, Sayles & Company
2203
Loomis, Sayles & Company
Massachusetts
$1.35M -$306K -392 -18%
CCG
2204
Ceeto Capital Group
Florida
$1.35M +$78K +100 +6%
GCA
2205
Gallagher Capital Advisors
Texas
$1.35M +$1.03M +1,335 +326%
GIA
2206
GHP Investment Advisors
Colorado
$1.35M – – –
FG
2207
Foster Group
Iowa
$1.34M -$95.9K -123 -7%
AWC
2208
Abundance Wealth Counselors
Pennsylvania
$1.34M +$131K +168 +11%
AG
2209
AlTi Global
New York
$1.34M +$302K +385 +29%
AA
2210
Apriem Advisors
California
$1.34M +$728K +934 +119%
HWM
2211
HighMark Wealth Management
Minnesota
$1.34M -$5.46K -7 -0.4%
BWP
2212
Balboa Wealth Partners
Arizona
$1.34M +$72.5K +93 +6%
ECM
2213
EagleClaw Capital Management
Massachusetts
$1.34M +$5.46K +7 +0.4%
NME
2214
Notis-McConarty Edward
$1.33M +$1.11M +1,424 +494%
YWM
2215
Yukon Wealth Management
Kansas
$1.33M +$9.35K +12 +0.7%
AWM
2216
Atticus Wealth Management
Florida
$1.33M +$45.2K +58 +4%
AIA
2217
Armor Investment Advisors
North Carolina
$1.33M -$7.02K -9 -0.5%
WAG
2218
Winthrop Advisory Group
Massachusetts
$1.33M +$16.4K +21 +1%
JSA
2219
Jacobson & Schmitt Advisors
Wisconsin
$1.33M +$1.33M +1,704 New
TBNY
2220
Trustco Bank (New York)
New York
$1.33M – – –
NCM
2221
Next Capital Management
New York
$1.33M +$635K +814 +91%
ECM
2222
Exchange Capital Management
Michigan
$1.33M -$81.8K -105 -6%
SSWM
2223
Smith Salley Wealth Management
North Carolina
$1.33M +$52.2K +67 +4%
ICP
2224
Impact Capital Partners
Colorado
$1.33M +$11.7K +15 +0.9%
CWA
2225
CM Wealth Advisors
Ohio
$1.33M – – –
87 88
89
90 91