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Eli Lilly

4,376 hedge funds and large institutions have $847B invested in Eli Lilly in 2025 Q4 according to their latest regulatory filings, with 684 funds opening new positions, 1,690 increasing their positions, 1,603 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.03% more ownership

Funds ownership: 80.77%83.8% (+3%)

5% more repeat investments, than reductions

Existing positions increased: 1,690 | Existing positions reduced: 1,603

3% more call options, than puts

Call options by funds: $17.2B | Put options by funds: $16.7B

Holders
4,376
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
479
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2B
Puts
$16.7B
Net Calls
Net Calls Change

Top Sellers

1 -$3.16B
2 -$1.46B
3 -$1.15B
4
Edgewood Management
Edgewood Management
Connecticut
-$883M
5
Goldman Sachs
Goldman Sachs
New York
-$674M
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
3001
Independent Solutions Wealth Management
New York
$908K
SC
3002
Sepio Capital
Utah
$908K
EV
3003
EJMK Ventures
Illinois
$903K
VWA
3004
VSM Wealth Advisory
Maryland
$902K
SL
3005
Summitry LLC
California
$902K
RCG
3006
Regatta Capital Group
California
$902K
WFG
3007
Wills Financial Group
Virginia
$901K
BWM
3008
Baron Wealth Management
Michigan
$901K
WIM
3009
Warwick Investment Management
Texas
$900K
TWM
3010
Trueblood Wealth Management
Ohio
$899K
FM
3011
Foster & Motley
Ohio
$898K
PBO
3012
Peoples Bank (Ohio)
Ohio
$896K
GCM
3013
Goldstream Capital Management
Hong Kong
$891K
KIA
3014
Kraematon Investment Advisors
Massachusetts
$890K
ACM
3015
Adalta Capital Management
New York
$888K
MWM
3016
MGB Wealth Management
Texas
$887K
FFG
3017
Fiduciary Financial Group
California
$886K
CCM
3018
CFO Capital Management
Connecticut
$886K
DCM
3019
Driehaus Capital Management
Illinois
$884K
PCS
3020
Private Client Services
Kentucky
$883K
BMCM
3021
Burns Matteson Capital Management
New York
$883K
NPF
3022
Norris Perne & French
Michigan
$883K
CPA
3023
Cardiff Park Advisors
California
$882K
DBRC
3024
D.B. Root & Company
Pennsylvania
$880K
WOSD
3025
WFA of San Diego
California
$880K