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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
MSWM
2751
McGlone Suttner Wealth Management
Wisconsin
$1.23M +$103K +108 +10%
TFA
2752
Toth Financial Advisory
Virginia
$1.23M +$1.03M +1,082 +1,691%
SI
2753
Saxon Interests
Texas
$1.23M -$11.5K -12 -1%
WAG
2754
Wheelhouse Advisory Group
Missouri
$1.23M +$1.09M +1,135 New
JAA
2755
Joel Adams & Associates
North Carolina
$1.22M -$29.6K -31 -3%
LWA
2756
Lantern Wealth Advisors
New York
$1.22M +$13.4K +14 +1%
KAM
2757
Karani Asset Management
New York
$1.22M -$21K -22 -2%
AIM
2758
Alhambra Investment Management
Florida
$1.22M -$23.9K -25 -2%
TA
2759
TrueWealth Advisors
Alabama
$1.22M -$12.4K -13 -1%
OPA
2760
Old Port Advisors
Maine
$1.22M -$179K -187 -14%
BMWS
2761
Brady Martz Wealth Solutions
North Dakota
$1.22M +$384K +402 +55%
MFP
2762
Meridian Financial Partners
Virginia
$1.21M -$14.3K -15 -1%
SN
2763
Sittner & Nelson
Oregon
$1.21M +$88.9K +93 +9%
RSWA
2764
Robinson Smith Wealth Advisors
Maine
$1.21M +$1.91K +2 +0.2%
TVPW
2765
Third View Private Wealth
Connecticut
$1.21M +$1.08M +1,126 New
TCM
2766
Tran Capital Management
California
$1.21M
PMWMG
2767
Parr McKnight Wealth Management Group
Minnesota
$1.21M -$64.1K -67 -6%
AFCM
2768
Applied Finance Capital Management
Puerto Rico
$1.21M -$26.8K -28 -2%
DWG
2769
Darden Wealth Group
Michigan
$1.21M +$95.6K +100 +10%
SFS
2770
Symphony Financial Services
Ohio
$1.21M +$50.7K +53 +5%
BFG
2771
Bouchey Financial Group
New York
$1.21M +$32.5K +34 +3%
WF
2772
Warner Financial
Maryland
$1.21M
LFWA
2773
LiftPoint Family Wealth Advisors
New Jersey
$1.21M +$1.07M +1,123 New
LCM
2774
Lazari Capital Management
California
$1.21M
HW
2775
Hamilton Wealth
California
$1.21M +$391K +409 +57%