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Eli Lilly

4,340 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,932 increasing their positions, 1,691 reducing their positions, and 229 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $847B → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 486374 (-112)

29% less call options, than puts

Call options by funds: $9.52B | Put options by funds: $13.4B

Holders
4,340
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
374
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.52B
Puts
$13.4B
Net Calls
Net Calls Change

Top Buyers

1 +$1.52B
2 +$1.23B
3 +$1.08B
4
JP Morgan Chase
JP Morgan Chase
New York
+$710M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$647M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
2501
Rooted Wealth Advisors
Illinois
$1.39M
MSWM
2502
Mowery & Schoenfeld Wealth Management
Illinois
$1.39M
CCA
2503
Cravens & Co Advisors
Tennessee
$1.39M
PGWM
2504
Pitti Group Wealth Management
New York
$1.38M
RDFA
2505
Ritter Daniher Financial Advisory
Ohio
$1.38M
MWM
2506
Mascoma Wealth Management
New Hampshire
$1.38M
AFO
2507
Arrowroot Family Office
California
$1.38M
MCWA
2508
Meadow Creek Wealth Advisors
Georgia
$1.38M
LSA
2509
Lansing Street Advisors
Pennsylvania
$1.38M
MAG
2510
Mayfair Advisory Group
Alabama
$1.38M
FFA
2511
Florida Financial Advisors
Florida
$1.38M
AF
2512
Aviso Financial
Ontario, Canada
$1.37M
MHC
2513
May Hill Capital
Massachusetts
$1.37M
CNBOF
2514
City National Bank of Florida
Florida
$1.37M
JSA
2515
Jacobson & Schmitt Advisors
Wisconsin
$1.37M
PCA
2516
Prosperity Capital Advisors
Ohio
$1.37M
SFG
2517
Shum Financial Group
California
$1.37M
1WM
2518
1900 Wealth Management
Texas
$1.37M
DIM
2519
Delta Investment Management
California
$1.36M
UCB
2520
United Community Bank
South Carolina
$1.36M
NFGCM
2521
Norman Fields Gottscho Capital Management
New York
$1.36M
MCM
2522
Morton Capital Management
California
$1.36M
SL
2523
Summitry LLC
California
$1.36M
PWM
2524
Power Wealth Management
Georgia
$1.36M
SIG
2525
Sky Investment Group
Connecticut
$1.36M