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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
53.86%
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
CFAM
2926
Center For Asset Management
Florida
$996K +$263K +275 +42%
MKC
2927
M. Kraus & Co
Vermont
$995K -$32.5K -34 -4%
GFG
2928
Greystone Financial Group
Michigan
$994K -$223K -233 -20%
PFG
2929
PAX Financial Group
Texas
$994K +$60.2K +63 +7%
RYIA
2930
Roehl & Yi Investment Advisors
Oregon
$992K +$23.9K +25 +3%
SWA
2931
Sax Wealth Advisors
New Jersey
$991K +$24.9K +26 +3%
EFH
2932
Eaton Financial Holdings
Florida
$986K -$1.91K -2 -0.2%
TPWM
2933
Twelve Points Wealth Management
Massachusetts
$984K +$101K +106 +13%
HFS
2934
Howard Financial Services
Texas
$983K +$249K +260 +40%
PWA
2935
Physician Wealth Advisors
Utah
$983K +$28.7K +30 +3%
WH
2936
Willner & Heller
California
$980K -$22.9K -24 -3%
HR
2937
Howe & Rusling
New York
$980K +$59.3K +62 +7%
JHCP
2938
Jackson Hole Capital Partners
Oklahoma
$979K -$95.6K -100 -10%
RIM
2939
Ryan Investment Management
Colorado
$977K
EHWM
2940
Eads & Heald Wealth Management
Georgia
$976K -$66.9K -70 -7%
SIC
2941
Samalin Investment Counsel
New York
$975K +$32.5K +34 +4%
EIP
2942
Ellis Investment Partners
Pennsylvania
$974K -$251K -262 -22%
MW
2943
Merited Wealth
Florida
$973K +$865K +905 New
AFG
2944
Altiora Financial Group
Ohio
$970K -$39.2K -41 -4%
AL
2945
Aspiriant LLC
California
$969K +$320K +335 +59%
FA
2946
Faithward Advisors
Pennsylvania
$968K +$586K +613 +213%
STA
2947
Smith Thornton Advisors
Alabama
$968K -$5.74K -6 -0.7%
BSG
2948
Black Swift Group
Colorado
$967K -$71.7K -75 -8%
HA
2949
Harbor Advisors
Florida
$967K
OBGC
2950
O'Brien Greene & Co
Pennsylvania
$967K