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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 %
LWA
2401
Lantern Wealth Advisors
New York
$1.09M +$1.09M +1,404 New
SMA
2402
Seven Mile Advisory
New Jersey
$1.09M -$116K -149 -10%
PWS
2403
Proactive Wealth Strategies
Georgia
$1.09M +$57.7K +74 +6%
SI
2404
Seeds Investor
New York
$1.09M -$171K -219 -14%
1WM
2405
1858 Wealth Management
Ohio
$1.09M +$92.8K +119 +9%
AIS
2406
American Investment Services
Massachusetts
$1.09M -$17.9K -23 -2%
NJIM
2407
Nabity-Jensen Investment Management
Nebraska
$1.09M +$3.12K +4 +0.3%
SAM
2408
Summit Asset Management
Tennessee
$1.09M -$10.9K -14 -1%
FAM
2409
Fairtree Asset Management
South Africa
$1.08M +$690K +885 +175%
TWM
2410
Tradition Wealth Management
Minnesota
$1.08M +$25.7K +33 +2%
LAM
2411
LOM Asset Management
$1.08M +$1.08M +1,388 New
HIC
2412
Holderness Investments Company
North Carolina
$1.08M -$738K -947 -41%
TWP
2413
Triad Wealth Partners
Kansas
$1.08M +$327K +419 +43%
DIM
2414
Delta Investment Management
California
$1.08M -$712K -913 -40%
MCA
2415
MSH Capital Advisors
Arizona
$1.08M +$15.6K +20 +1%
MP
2416
Moment Partners
California
$1.07M – – –
JWM
2417
Jupiter Wealth Management
Colorado
$1.07M +$82.6K +125 +8%
BHPW
2418
Beverly Hills Private Wealth
California
$1.07M -$74K -95 -6%
PSP
2419
Pacific Sage Partners
Washington
$1.07M -$17.9K -23 -2%
CWAG
2420
Compton Wealth Advisory Group
Virginia
$1.07M +$153K +196 +17%
PSF
2421
Pacific Sun Financial
California
$1.07M +$3.9K +5 +0.4%
FW
2422
FullCircle Wealth
Texas
$1.07M +$116K +151 +12%
RWS
2423
Resolute Wealth Strategies
Mississippi
$1.06M +$14.8K +19 +1%
PIMG
2424
Patriot Investment Management Group
Tennessee
$1.06M -$26.5K -34 -2%
MWS
2425
MFA Wealth Services
California
$1.06M +$35.9K +46 +3%
95 96
97
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