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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
WAG
3026
Wallace Advisory Group
California
$908K -$431K -451 -35%
ISWM
3027
Independent Solutions Wealth Management
New York
$908K +$1.91K +2 +0.2%
SC
3028
Sepio Capital
Utah
$908K +$130K +136 +19%
EV
3029
EJMK Ventures
Illinois
$903K +$803K +840 New
VWA
3030
VSM Wealth Advisory
Maryland
$902K -$95.6K -100 -11%
SL
3031
Summitry LLC
California
$902K +$66.9K +70 +9%
RCG
3032
Regatta Capital Group
California
$902K -$23.9K -25 -3%
WFG
3033
Wills Financial Group
Virginia
$901K +$133K +139 +20%
BWM
3034
Baron Wealth Management
Michigan
$901K +$163K +170 +25%
WIM
3035
Warwick Investment Management
Texas
$900K +$100K +105 +14%
TWM
3036
Trueblood Wealth Management
Ohio
$899K +$956 +1 +0.1%
FM
3037
Foster & Motley
Ohio
$898K -$3.83K -4 -0.5%
PBO
3038
Peoples Bank (Ohio)
Ohio
$896K +$1.91K +2 +0.2%
GCM
3039
Goldstream Capital Management
Hong Kong
$891K
KIA
3040
Kraematon Investment Advisors
Massachusetts
$890K +$26.8K +28 +4%
ACM
3041
Adalta Capital Management
New York
$888K +$118K +123 +17%
MWM
3042
MGB Wealth Management
Texas
$887K
FFG
3043
Fiduciary Financial Group
California
$886K +$5.74K +6 +0.7%
CCM
3044
CFO Capital Management
Connecticut
$886K +$788K +824 New
DCM
3045
Driehaus Capital Management
Illinois
$884K +$334K +349 +74%
PCS
3046
Private Client Services
Kentucky
$883K -$17.2K -18 -2%
BMCM
3047
Burns Matteson Capital Management
New York
$883K -$7.65K -8 -1%
NPF
3048
Norris Perne & French
Michigan
$883K +$215K +225 +38%
CPA
3049
Cardiff Park Advisors
California
$882K
DBRC
3050
D.B. Root & Company
Pennsylvania
$880K +$192K +201 +33%