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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
JC
2976
JM2 Capital
Oklahoma
$953K +$848K +887 New
CWA
2977
Consilio Wealth Advisors
Washington
$952K +$9.56K +10 +1%
PGA
2978
Portland Global Advisors
Maine
$952K +$5.74K +6 +0.7%
GWM
2979
GDS Wealth Management
Texas
$951K +$475K +497 +128%
GWP
2980
Gen-Wealth Partners
Michigan
$949K -$67.9K -71 -7%
GHA
2981
GW Henssler & Associates
Georgia
$949K -$33.5K -35 -4%
ATIA
2982
American Trust Investment Advisors
New Hampshire
$948K +$4.78K +5 +0.6%
MAP
2983
Moody Aldrich Partners
Massachusetts
$946K -$25.8K -27 -3%
RWP
2984
Ridgecrest Wealth Partners
California
$946K -$6.69K -7 -0.8%
CANC
2985
Culbertson A N & Co
Virginia
$946K
TW
2986
Tempo Wealth
Ohio
$945K +$840K +879 New
BFWA
2987
Benchmark Financial Wealth Advisors
Florida
$945K +$4.78K +5 +0.6%
SCA
2988
Sulzberger Capital Advisors
Florida
$943K +$24.9K +26 +3%
SSWM
2989
Strait & Sound Wealth Management
California
$942K +$32.5K +34 +4%
IAG
2990
Investment Advisory Group
Massachusetts
$939K +$7.65K +8 +0.9%
CCA
2991
Carrera Capital Advisors
Michigan
$939K +$138K +144 +20%
OA
2992
Operose Advisors
Wisconsin
$936K +$16.3K +17 +2%
DIA
2993
Dean Investment Associates
Ohio
$935K
AMPWP
2994
Alvarez & Marsal Private Wealth Partners
Florida
$935K +$832K +870 New
EI
2995
eCIO Inc
Wisconsin
$933K -$66.9K -70 -7%
GSB
2996
Greenfield Savings Bank
Massachusetts
$933K +$7.65K +8 +0.9%
RWM
2997
Revisor Wealth Management
Ohio
$932K +$89.9K +94 +12%
CWA
2998
Cura Wealth Advisors
Illinois
$932K +$283K +296 +52%
NWM
2999
Northwest Wealth Management
Iowa
$931K -$19.1K -20 -2%
CCA
3000
Coign Capital Advisors
Utah
$931K +$10.5K +11 +1%