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Eli Lilly

4,314 hedge funds and large institutions have $843B invested in Eli Lilly in 2025 Q4 according to their latest regulatory filings, with 645 funds opening new positions, 1,676 increasing their positions, 1,596 reducing their positions, and 108 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:

2.79% more ownership

Funds ownership: 80.7%83.49% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 1,676 | Existing positions reduced: 1,596

3% more call options, than puts

Call options by funds: $17.2B | Put options by funds: $16.6B

Holders
4,314
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
474
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2B
Puts
$16.6B
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
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
3151
Holistic Planning
Texas
$729K
MP
3152
McDonald Partners
Ohio
$729K
AWAP
3153
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$729K
WFG
3154
Wormser Freres Gestion
France
$728K
WAS
3155
WESPAC Advisors SoCal
California
$725K
SPA
3156
Sentinel Pension Advisors
Massachusetts
$725K
MWM
3157
Maridea Wealth Management
New York
$724K
FAL
3158
Focused Alpha LLC
Colorado
$723K
BDWCC
3159
B&D White Capital Company
Texas
$722K
EW
3160
Expressive Wealth
Illinois
$721K
BDPWM
3161
Barnes Dennig Private Wealth Management
Ohio
$720K
4A
3162
4Wealth Advisors
Illinois
$719K
CASB
3163
Cape Ann Savings Bank
Massachusetts
$719K
SIC
3164
Shoker Investment Counsel
Ohio
$715K
ATC
3165
Advantage Trust Company
Kansas
$715K
WBG
3166
Wharton Business Group
Pennsylvania
$715K
PWS
3167
Precision Wealth Strategies
Missouri
$714K
ZWA
3168
Zinnia Wealth Advisory
Florida
$714K
PFM
3169
Potomac Fund Management
Florida
$713K
NEWAS
3170
N.E.W. Advisory Services
Wisconsin
$713K
BFS
3171
BridgePort Financial Solutions
Iowa
$711K
DAM
3172
Delta Asset Management
Tennessee
$710K
MQWP
3173
Morey & Quinn Wealth Partners
Nebraska
$710K
BC
3174
Bridgefront Capital
Texas
$710K
WWM
3175
WT Wealth Management
Arizona
$708K