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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
SAM
3001
Sherman Asset Management
California
$930K
PWA
3002
Peterson Wealth Advisors
Utah
$930K +$20.1K +21 +2%
MWM
3003
MBE Wealth Management
Wisconsin
$928K +$956 +1 +0.1%
GTAM
3004
Global Trust Asset Management
Florida
$927K -$455K -476 -36%
LGW
3005
Leslie Global Wealth
Illinois
$926K +$9.56K +10 +1%
GRWP
3006
Green Ridge Wealth Planning
New Jersey
$925K +$823K +861 New
TFM
3007
TFC Financial Management
Massachusetts
$924K +$253K +265 +45%
PCMNC
3008
Piedmont Capital Management (North Carolina)
North Carolina
$924K +$822K +860 New
BSSFA
3009
Baron Silver Stevens Financial Advisors
Florida
$924K -$140K -146 -15%
LFP
3010
Leeward Financial Partners
Washington
$921K -$2.96M -3,098 -78%
AGC
3011
August Group Capital
$921K +$819K +857 New
GAM
3012
GEM Asset Management
Michigan
$920K -$17.2K -18 -2%
OL
3013
one8zero8 LLC
North Carolina
$920K +$8.61K +9 +1%
AT
3014
Adelphi Trust
Florida
$919K +$818K +855 New
PCA
3015
Purkiss Capital Advisors
Connecticut
$916K -$46.9K -49 -5%
AFG
3016
ABLE Financial Group
Arizona
$916K +$5.74K +6 +0.7%
LWM
3017
Laidlaw Wealth Management
New York
$911K
CCS
3018
Concentric Capital Strategies
Connecticut
$911K +$31.6K +33 +4%
CA
3019
Crewe Advisors
Utah
$911K -$166K -174 -17%
AG
3020
AmeriFlex Group
Nevada
$911K -$73.6K -77 -8%
NWMG
3021
National Wealth Management Group
Ohio
$910K -$329K -344 -29%
JF
3022
JMN Financial
Ohio
$910K +$809K +846 New
DA
3023
Detalus Advisors
Missouri
$910K
MLRA
3024
Main Line Retirement Advisors
Montana
$909K +$19.1K +20 +2%
ACM
3025
Allred Capital Management
Texas
$909K -$142K -149 -15%