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Eli Lilly

4,350 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 236 funds opening new positions, 1,934 increasing their positions, 1,696 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: $848B → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 488376 (-112)

29% less call options, than puts

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

Holders
4,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
376
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
PHWM
2501
Pine Harbor Wealth Management
Maryland
$1.39M
1M
2502
1248 Management
Missouri
$1.39M
DDPIC
2503
Deroy & Devereaux Private Investment Counsel
Michigan
$1.39M
CWP
2504
Core Wealth Partners
California
$1.39M
GWAG
2505
Garrett Wealth Advisory Group
Texas
$1.39M
RWA
2506
Rooted Wealth Advisors
Illinois
$1.39M
MSWM
2507
Mowery & Schoenfeld Wealth Management
Illinois
$1.39M
CCA
2508
Cravens & Co Advisors
Tennessee
$1.39M
PGWM
2509
Pitti Group Wealth Management
New York
$1.38M
RDFA
2510
Ritter Daniher Financial Advisory
Ohio
$1.38M
MWM
2511
Mascoma Wealth Management
New Hampshire
$1.38M
AFO
2512
Arrowroot Family Office
California
$1.38M
MCWA
2513
Meadow Creek Wealth Advisors
Georgia
$1.38M
LSA
2514
Lansing Street Advisors
Pennsylvania
$1.38M
MAG
2515
Mayfair Advisory Group
Alabama
$1.38M
FFA
2516
Florida Financial Advisors
Florida
$1.38M
AF
2517
Aviso Financial
Ontario, Canada
$1.37M
MHC
2518
May Hill Capital
Massachusetts
$1.37M
CNBOF
2519
City National Bank of Florida
Florida
$1.37M
JSA
2520
Jacobson & Schmitt Advisors
Wisconsin
$1.37M
PCA
2521
Prosperity Capital Advisors
Ohio
$1.37M
SFG
2522
Shum Financial Group
California
$1.37M
1WM
2523
1900 Wealth Management
Texas
$1.37M
DIM
2524
Delta Investment Management
California
$1.36M
UCB
2525
United Community Bank
South Carolina
$1.36M