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Eli Lilly

4,340 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,932 increasing their positions, 1,691 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: $847B → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 486374 (-112)

29% less call options, than puts

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

Holders
4,340
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
374
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
SAS
2801
SMI Advisory Services
Indiana
$1.01M
EFG
2802
Embree Financial Group
Illinois
$1.01M
PWM
2803
Paulson Wealth Management
Illinois
$1.01M
TA
2804
TrueWealth Advisors
Alabama
$1.01M
COCM
2805
Charter Oak Capital Management
New Hampshire
$1.01M
CTC
2806
Corundum Trust Company
South Dakota
$1.01M
GTWM
2807
Global Trust Wealth Management
Florida
$1.01M
PIMG
2808
Patriot Investment Management Group
Tennessee
$1M
AWA
2809
Argos Wealth Advisors
California
$1M
MW
2810
Marble Wealth
Alabama
$1,000K
SMA
2811
Sage Mountain Advisors
Georgia
$999K
TP
2812
Tranquility Partners
Tennessee
$998K
PI
2813
Pettee Investors
Connecticut
$996K
REMPR
2814
Roof Eidam Maycock Peralta (REMP)
California
$995K
HWA
2815
Heritage Wealth Advisors
Virginia
$994K
WSWA
2816
Warren Street Wealth Advisors
California
$993K
HWA
2817
HighRoad Wealth Advisors
Oregon
$992K
LW
2818
Linscomb Wealth
Texas
$991K
GSWM
2819
Golden State Wealth Management
California
$989K
HIIFS
2820
Harel Insurance Investments & Financial Services
Israel
$989K
AGP
2821
Aspire Growth Partners
Florida
$985K
TCM
2822
Thoma Capital Management
Maryland
$985K
PW
2823
Potentia Wealth
California
$984K
FWA
2824
Flagship Wealth Advisors
Massachusetts
$981K
WTA
2825
Washington Trust Advisors
Massachusetts
$979K