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Eli Lilly

4,314 hedge funds and large institutions have $843B invested in Eli Lilly in 2025 Q4 according to their latest regulatory filings, with 645 funds opening new positions, 1,676 increasing their positions, 1,596 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.79% more ownership

Funds ownership: 80.7%83.49% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 1,676 | Existing positions reduced: 1,596

3% more call options, than puts

Call options by funds: $17.2B | Put options by funds: $16.6B

Holders
4,314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
474
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2B
Puts
$16.6B
Net Calls
Net Calls Change

Top Sellers

1 -$3.16B
2 -$1.46B
3 -$1.15B
4
Edgewood Management
Edgewood Management
Connecticut
-$883M
5
Goldman Sachs
Goldman Sachs
New York
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
PW
2676
Potentia Wealth
California
$1.27M
SSG
2677
Summit Securities Group
New York
$1.27M
SL
2678
Sentinus LLC
Illinois
$1.27M
CIP
2679
Capital Insight Partners
Arizona
$1.26M
VCP
2680
Verus Capital Partners
Arizona
$1.26M
PWS
2681
Peloton Wealth Strategists
Indiana
$1.26M
MWM
2682
Mosley Wealth Management
California
$1.26M
VFA
2683
Voya Financial Advisors
Connecticut
$1.26M
PIC
2684
Portland Investment Counsel
Ontario, Canada
$1.26M
OA
2685
Oak Associates
Ohio
$1.26M
WA
2686
Wealthstar Advisors
Texas
$1.26M
BWM
2687
Birchcreek Wealth Management
Ohio
$1.26M
LWA
2688
Lifelong Wealth Advisors
Minnesota
$1.26M
TPWA
2689
Twin Peaks Wealth Advisors
California
$1.26M
BWM
2690
BlackDiamond Wealth Management
New York
$1.25M
FCA
2691
FLC Capital Advisors
California
$1.25M
PIMG
2692
Patriot Investment Management Group
Tennessee
$1.25M
MCM
2693
Monarch Capital Management
Indiana
$1.25M
MCC
2694
Malaga Cove Capital
California
$1.25M
TWM
2695
Thrive Wealth Management
Pennsylvania
$1.25M
SFWA
2696
Summit Financial Wealth Advisors
Louisiana
$1.24M
KCFA
2697
Key Client Fiduciary Advisors
New Jersey
$1.24M
ACC
2698
Acorn Creek Capital
Colorado
$1.24M
APW
2699
Austin Private Wealth
Texas
$1.24M
DWM
2700
DecisionMap Wealth Management
Virginia
$1.24M