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Eli Lilly

4,350 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 236 funds opening new positions, 1,934 increasing their positions, 1,696 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: $848B → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 488376 (-112)

29% less call options, than puts

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

Holders
4,350
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
376
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
CCA
2801
Clearwater Capital Advisors
Illinois
$1.01M
LAM
2802
Lynch Asset Management
Pennsylvania
$1.01M
MIM
2803
Merrion Investment Management
New Jersey
$1.01M
PWM
2804
Palumbo Wealth Management
New York
$1.01M
SAS
2805
SMI Advisory Services
Indiana
$1.01M
EFG
2806
Embree Financial Group
Illinois
$1.01M
PWM
2807
Paulson Wealth Management
Illinois
$1.01M
TA
2808
TrueWealth Advisors
Alabama
$1.01M
COCM
2809
Charter Oak Capital Management
New Hampshire
$1.01M
CTC
2810
Corundum Trust Company
South Dakota
$1.01M
GTWM
2811
Global Trust Wealth Management
Florida
$1.01M
PIMG
2812
Patriot Investment Management Group
Tennessee
$1M
AWA
2813
Argos Wealth Advisors
California
$1M
MW
2814
Marble Wealth
Alabama
$1,000K
SMA
2815
Sage Mountain Advisors
Georgia
$999K
TP
2816
Tranquility Partners
Tennessee
$998K
PI
2817
Pettee Investors
Connecticut
$996K
REMPR
2818
Roof Eidam Maycock Peralta (REMP)
California
$995K
HWA
2819
Heritage Wealth Advisors
Virginia
$994K
WSWA
2820
Warren Street Wealth Advisors
California
$993K
HWA
2821
HighRoad Wealth Advisors
Oregon
$992K
LW
2822
Linscomb Wealth
Texas
$991K
GSWM
2823
Golden State Wealth Management
California
$989K
HIIFS
2824
Harel Insurance Investments & Financial Services
Israel
$989K
AGP
2825
Aspire Growth Partners
Florida
$985K