We are live on ! Find out more
LLY icon

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
53.86%
Holding in Top 10
488
Holding in Top 10 Change
+234
Holding in Top 10 Change %
+92.13%
% of All Funds
5.94%
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
HCM
2901
Hengehold Capital Management
Ohio
$1.02M +$362K +379 +67%
IWA
2902
Inspirion Wealth Advisors
Illinois
$1.02M +$333K +348 +58%
RBWA
2903
RFG - Bristol Wealth Advisors
Massachusetts
$1.02M -$1.42M -1,490 -61%
SFG
2904
Sunburst Financial Group
Alabama
$1.02M +$21K +22 +2%
FMP
2905
Financial Management Professionals
Texas
$1.02M +$7.65K +8 +0.9%
NHT
2906
New Hampshire Trust
New Hampshire
$1.02M +$202K +211 +29%
EFG
2907
Embree Financial Group
Illinois
$1.02M +$95.6K +100 +12%
CWA
2908
Crusonia Wealth Advisors
Colorado
$1.01M +$903K +944 New
MAC
2909
Mason & Associates (California)
California
$1.01M -$229K -239 -20%
GWAG
2910
Garrett Wealth Advisory Group
Texas
$1.01M
ZIG
2911
Zuckerman Investment Group
Illinois
$1.01M
FAG
2912
Fortitude Advisory Group
Washington
$1.01M +$122K +128 +16%
SGWP
2913
Sun Group Wealth Partners
California
$1.01M +$898K +939 New
GPWM
2914
Grant Private Wealth Management
California
$1.01M -$15.3K -16 -2%
MWA
2915
Motive Wealth Advisors
Michigan
$1.01M +$6.69K +7 +0.8%
CF
2916
Claris Financial
Virginia
$1.01M +$68.8K +72 +8%
EC
2917
EdgeRock Capital
Colorado
$1.01M +$86.1K +90 +11%
DI
2918
Decision Investments
California
$1.01M +$895K +936 New
PAMG
2919
Patton Albertson Miller Group
Tennessee
$1M -$1.48M -1,546 -62%
SWM
2920
Steinberganna Wealth Management
New York
$1M +$7.65K +8 +0.9%
EFA
2921
Edge Financial Advisors
Illinois
$1M +$388K +406 +42%
NWA
2922
New World Advisors
Massachusetts
$1M +$74.6K +78 +9%
HFS
2923
Horizon Financial Services
North Carolina
$998K +$7.65K +8 +0.9%
TFP
2924
Tilia Fiduciary Partners
North Carolina
$998K -$68.8K -72 -7%
CFGW
2925
Chancellor Financial Group WB
Pennsylvania
$997K