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Eli Lilly

4,305 hedge funds and large institutions have $713B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,917 increasing their positions, 1,676 reducing their positions, and 225 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 → $713B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 483370 (-113)

29% less call options, than puts

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

Holders
4,305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
370
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
Name Holding Trade Value Shares
Change
Change in
Stake
TBWA
2876
Three Bridge Wealth Advisors
California
$909K
HFS
2877
Horizon Financial Services
North Carolina
$909K
JF
2878
JSF Financial
California
$908K
CICI
2879
Capital Investment Counsel Inc
North Carolina
$905K
CFA
2880
Collaborative Fund Advisors
Nevada
$905K
PEA
2881
Park Edge Advisors
Ohio
$904K
PA
2882
Planning Alternatives
Michigan
$903K
PFG
2883
PAX Financial Group
Texas
$899K
WWM
2884
Waterway Wealth Management
Texas
$898K
HWMC
2885
Heritage Wealth Management (California)
California
$897K
DAC
2886
Dividend Assets Capital
South Carolina
$895K
WFS
2887
WealthGarden F.S.
California
$889K
CI
2888
Cavalier Investments
Georgia
$888K
SFG
2889
Sunburst Financial Group
Alabama
$888K
BFWA
2890
Benchmark Financial Wealth Advisors
Florida
$888K
BPW
2891
Bingham Private Wealth
California
$888K
EIP
2892
Ellis Investment Partners
Pennsylvania
$885K
VBA
2893
von Borstel & Associates
Oregon
$884K
IMT
2894
Investment Management Trust
Massachusetts
$882K
DI
2895
Decision Investments
California
$882K
PMFA
2896
Plante Moran Financial Advisors
Michigan
$882K
PFA
2897
Plotkin Financial Advisors
Maryland
$881K
VCP
2898
Verus Capital Partners
Arizona
$879K
LPAM
2899
Lodestar Private Asset Management
California
$879K
PWA
2900
Physician Wealth Advisors
Utah
$877K