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Eli Lilly

4,428 hedge funds and large institutions have $848B invested in Eli Lilly in 2025 Q4 according to their latest regulatory filings, with 719 funds opening new positions, 1,696 increasing their positions, 1,611 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 719 | Existing positions closed: 109

92% more funds holding in top 10

Funds holding in top 10: 254488 (+234)

45% more capital invested

Capital invested by funds: $583B → $848B (+$264B)

14% more funds holding

Funds holding: 3,8974,428 (+531)

2.76% more ownership

Funds ownership: 80.84%83.6% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 1,696 | Existing positions reduced: 1,611

3% more call options, than puts

Call options by funds: $17.2B | Put options by funds: $16.7B

Holders
4,428
Holders Change
+531
Holders Change %
+13.63%
% of All Funds
53.85%
Holding in Top 10
488
Holding in Top 10 Change
+234
Holding in Top 10 Change %
+92.13%
% of All Funds
5.93%
New
719
Increased
1,696
Reduced
1,611
Closed
109
Calls
$17.2B
Puts
$16.7B
Net Calls
+$555M
Net Calls Change
+$1.71B
Name Holding Trade Value Shares
Change
Change in
Stake
MPM
2526
Meritage Portfolio Management
Kansas
$1.55M +$8.61K +9 +0.6%
AGWCA
2527
Annis Gardner Whiting Capital Advisors
Florida
$1.55M +$265K +277 +24%
FS
2528
Ferguson Shapiro
Georgia
$1.55M -$37.3K -39 -3%
OWCM
2529
One Wealth Capital Management
Arizona
$1.55M -$82.2K -86 -6%
LBC
2530
Leigh Baldwin & Co
New York
$1.54M -$49.7K -52 -3%
CWA
2531
Canvas Wealth Advisors
Kansas
$1.54M +$49.7K +52 +4%
MAM
2532
McLean Asset Management
Virginia
$1.54M -$30.6K -32 -2%
IWA
2533
IVC Wealth Advisors
Pennsylvania
$1.54M +$19.1K +20 +1%
TCM
2534
TABR Capital Management
California
$1.54M +$1.91K +2 +0.1%
PCMC
2535
Paragon Capital Management (Colorado)
Colorado
$1.54M +$956 +1 +0.1%
ORC
2536
O'Rourke & Company
Massachusetts
$1.53M +$5.74K +6 +0.4%
BWP
2537
Barlow Wealth Partners
Kentucky
$1.53M +$90.8K +95 +7%
MSR
2538
Main Street Research
Connecticut
$1.53M -$1.21M -1,262 -47%
AIS
2539
AM Investment Strategies
Tennessee
$1.52M -$993K -1,038 -42%
PMG
2540
ProVise Management Group
Florida
$1.52M +$402K +420 +42%
MTIC
2541
Missouri Trust & Investment Company
Missouri
$1.52M
SPWG
2542
Syntegra Private Wealth Group
Missouri
$1.52M +$42.1K +44 +3%
PPA
2543
Pacific Point Advisors
California
$1.52M +$166K +174 +14%
WA
2544
Win Advisors
Florida
$1.52M +$1.35M +1,413 New
SA
2545
Sonoma Allocations
California
$1.52M +$162K +169 +13%
RF
2546
Rossby Financial
Florida
$1.52M -$108K -113 -7%
SRS
2547
Strong Retirement Solutions
Washington
$1.51M +$1.35M +1,408 New
AF
2548
Affiance Financial
Minnesota
$1.51M -$111K -116 -8%
TI
2549
TrueMark Investments
Illinois
$1.51M -$38.2K -40 -3%
IAS
2550
Integrity Advisory Solutions
Texas
$1.51M +$5.74K +6 +0.4%