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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
DA
3076
Drake & Associates
Wisconsin
$856K -$73.6K -77 -9%
TCOTS
3077
Trust Company of the South
North Carolina
$855K -$277K -290 -27%
LWM
3078
LeConte Wealth Management
Tennessee
$852K -$67.9K -71 -8%
YWS
3079
Yarger Wealth Strategies
Ohio
$852K +$13.4K +14 +2%
CPC
3080
Consolidated Planning Corp
Georgia
$850K -$254K -266 -25%
LSWP
3081
Liberty Square Wealth Partners
Pennsylvania
$849K -$47.8K -50 -6%
CWM
3082
C2C Wealth Management
Arizona
$849K
DWP
3083
Destiny Wealth Partners
Florida
$847K
EWM
3084
Endowment Wealth Management
Wisconsin
$846K +$310K +324 +70%
PCM
3085
Penserra Capital Management
California
$845K +$207K +217 +38%
TAM
3086
Titleist Asset Management
Texas
$845K +$49.7K +52 +7%
CFFP
3087
Center for Financial Planning
Michigan
$845K +$956 +1 +0.1%
GG
3088
Greenwood Gearhart
Arkansas
$845K -$2.87K -3 -0.4%
CW
3089
Code Waechter
Florida
$844K +$110K +115 +17%
SWM
3090
Sendero Wealth Management
Texas
$843K +$751K +785 New
PA
3091
ProCore Advisors
California
$843K +$750K +784 New
CICI
3092
Capital Investment Counsel Inc
North Carolina
$843K
GAM
3093
Griffin Asset Management
New York
$843K
WFP
3094
Worthington Financial Partners
Ohio
$843K +$750K +784 New
JWM
3095
JPL Wealth Management
Colorado
$839K -$15.3K -16 -2%
EIG
3096
Ellenbecker Investment Group
Wisconsin
$838K +$360K +377 +94%
WWC
3097
Waypoint Wealth Counsel
Georgia
$836K +$56.4K +59 +8%
SFP
3098
Sterling Financial Planning
New Jersey
$835K -$6.69K -7 -0.9%
CA
3099
Crumly & Associates
Illinois
$835K -$7.65K -8 -1%
G
3100
GenTrust
Florida
$835K +$27.7K +29 +4%