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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 %
BFW
2301
Brady Family Wealth
Missouri
$1.19M – – –
BWP
2302
Balboa Wealth Partners
Arizona
$1.19M -$152K -197 -11%
SPWG
2303
Sage Private Wealth Group
Illinois
$1.19M -$73.3K -95 -6%
SCM
2304
Seascape Capital Management
New Hampshire
$1.19M -$54.8K -71 -4%
PAP
2305
Persistent Asset Partners
Hong Kong
$1.19M +$1.19M +1,468 New
SWM
2306
Sculati Wealth Management
Michigan
$1.19M +$108K +140 +10%
GITFIT
2307
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.19M +$1.19M +1,540 New
WAM
2308
Worth Asset Management
Texas
$1.19M -$70.3K -91 -6%
AWC
2309
Abundance Wealth Counselors
Pennsylvania
$1.19M +$64.1K +83 +6%
BIA
2310
BHK Investment Advisors
Alabama
$1.19M -$37.1K -48 -3%
GG
2311
Gleason Group
Kentucky
$1.19M -$549K -711 -32%
VBCG
2312
Valley Brook Capital Group
Pennsylvania
$1.19M -$7.72K -10 -0.6%
TDC
2313
Thompson Davis & Co
Virginia
$1.19M – – –
DA
2314
Dover Advisors
Virginia
$1.18M – – –
MAG
2315
Mayfair Advisory Group
Alabama
$1.18M +$49.4K +64 +4%
CTWM
2316
Cherry Tree Wealth Management
Minnesota
$1.18M – – –
MAG
2317
MRA Advisory Group
New Jersey
$1.18M +$271K +351 +30%
MSWM
2318
Mowery & Schoenfeld Wealth Management
Illinois
$1.18M +$121K +157 +11%
AFT
2319
Alpha Family Trust
California
$1.18M – – –
CCC
2320
Chelsea Counsel Company
California
$1.18M +$77.2K +100 +7%
FFWM
2321
Future Financial Wealth Management
Ohio
$1.18M – – –
BCA
2322
Bay Capital Advisors
Virginia
$1.18M +$1.18M +1,527 New
EFL
2323
ERn Financial LLC
Wisconsin
$1.18M +$20.8K +27 +2%
AWA
2324
Amplius Wealth Advisors
Pennsylvania
$1.18M +$47.1K +61 +4%
TCB
2325
Texas Capital Bancshares
Texas
$1.17M – – –
91 92
93
94 95