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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
EM
2601
Excalibur Management
Massachusetts
$1.44M -$52.6K -55 -4%
CWM
2602
Cahaba Wealth Management
Georgia
$1.44M -$25.8K -27 -2%
SWM
2603
Shelton Wealth Management
Texas
$1.44M +$65K +68 +5%
DWAM
2604
Duncan Williams Asset Management
Tennessee
$1.44M +$876K +916 +239%
HWA
2605
HCR Wealth Advisors
California
$1.44M +$81.3K +85 +7%
OP
2606
ORG Partners
Indiana
$1.44M +$24.9K +26 +2%
MCA
2607
MSH Capital Advisors
Arizona
$1.43M -$44K -46 -3%
CCT
2608
Capital City Trust
Florida
$1.43M -$182K -190 -12%
FTEA
2609
Forty-three Eighteen Advisors
Arkansas
$1.43M +$1.28M +1,334 New
HAS
2610
HBW Advisory Services
California
$1.43M -$413K -432 -25%
RFA
2611
Rollins Financial Advisors
New York
$1.43M +$956 +1 +0.1%
PWM
2612
Provident Wealth Management
Tennessee
$1.43M
KA
2613
KLCM Advisors
Wisconsin
$1.43M +$6.69K +7 +0.5%
AWM
2614
Ameliora Wealth Management
Switzerland
$1.43M +$21K +22 +2%
MWM
2615
Maimon Wealth Management
Israel
$1.43M +$1.27M +1,327 New
NPPM
2616
North Point Portfolio Managers
Ohio
$1.42M -$478K -500 -27%
ECA
2617
Elevated Capital Advisors
Utah
$1.42M -$273K -286 -18%
AF
2618
Aviso Financial
Ontario, Canada
$1.42M +$79.4K +83 +7%
TIM
2619
Tevis Investment Management
Texas
$1.42M
PSF
2620
Pacific Sun Financial
California
$1.42M -$49.7K -52 -4%
PSP
2621
Pacific Sage Partners
Washington
$1.41M -$53.5K -56 -4%
NB
2622
Nicolet Bankshares
Wisconsin
$1.41M -$59.3K -62 -4%
PFT
2623
Providence First Trust
Arizona
$1.41M -$799K -836 -39%
FCB
2624
First County Bank
Connecticut
$1.41M -$617K -645 -33%
BCP
2625
Berkeley Capital Partners
Georgia
$1.41M +$28.7K +30 +2%