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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
CWM
3101
Collaborative Wealth Management
Florida
$835K +$259K +271 +54%
DWM
3102
Daner Wealth Management
Georgia
$835K +$18.2K +19 +2%
WLPWM
3103
Walled Lake Planning & Wealth Management
Illinois
$834K +$58.3K +61 +9%
NWA
3104
Navis Wealth Advisors
New York
$833K +$35.4K +37 +5%
BMC
3105
Benin Management Corp
Connecticut
$833K
OWA
3106
Opal Wealth Advisors
New York
$832K -$4.78K -5 -0.6%
KFI
3107
Key Financial Inc
Pennsylvania
$831K -$4.78K -5 -0.6%
FM
3108
Family Management
New York
$831K +$369K +386 +100%
MWP
3109
Madison Wealth Partners
Wisconsin
$829K -$18.2K -19 -2%
MCM
3110
Morton Capital Management
California
$829K +$10.5K +11 +1%
YDMI
3111
Y.D. More Investments
Israel
$828K -$173K -181 -18%
BWM
3112
BNB Wealth Management
Maryland
$823K +$732K +766 New
JWA
3113
JFS Wealth Advisors
Pennsylvania
$823K +$127K +133 +21%
HWA
3114
HighRoad Wealth Advisors
Oregon
$823K +$732K +766 New
PIA
3115
Pinion Investment Advisors
Kansas
$823K +$447K +468 +157%
MCM
3116
McDonough Capital Management
Florida
$821K -$18.2K -19 -2%
FEM
3117
Fulcrum Equity Management
Texas
$821K +$350K +366 +92%
LFS
3118
Legacy Financial Strategies
Kansas
$820K +$7.65K +8 +1%
TWM
3119
Tripletail Wealth Management
Florida
$819K -$21K -22 -3%
JHC
3120
J. Hagan Capital
Kentucky
$816K +$32.5K +34 +5%
MAM
3121
Milestone Asset Management
Pennsylvania
$814K +$253K +265 +54%
BWM
3122
Buckley Wealth Management
Nevada
$812K -$4.78K -5 -0.7%
SWM
3123
SilverOak Wealth Management
Minnesota
$811K -$7.65K -8 -1%
MTC
3124
McDaniel Terry & Co
Texas
$811K +$9.56K +10 +1%
WWP
3125
Wise Wealth Partners
Arizona
$811K +$36.3K +38 +5%