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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
VFP
3151
Vilga Financial Planning
New Jersey
$793K +$706K +738 New
UWP
3152
Uniting Wealth Partners
Kansas
$792K +$292K +305 +71%
CWM
3153
Chemistry Wealth Management
New York
$792K -$47.8K -50 -6%
CA
3154
Carson Advisory
Georgia
$790K
WCM
3155
Wedge Capital Management
North Carolina
$790K +$131K +137 +23%
KCP
3156
Kera Capital Partners
California
$789K +$190K +199 +35%
CWM
3157
Cherrydale Wealth Management
New Jersey
$786K
FWP
3158
Forefront Wealth Partners
Texas
$786K -$9.56K -10 -1%
SCM
3159
Sage Capital Management
New Jersey
$785K
LSWM
3160
Lorne Steinberg Wealth Management
Canada
$783K +$13.4K +14 +2%
CFA
3161
Churchill Financial Advisors
Kentucky
$782K +$696K +728 New
GPFA
3162
Game Plan Financial Advisors
Ohio
$781K
SFAM
3163
Sawyer Falduto Asset Management
Illinois
$781K +$695K +727 New
EC
3164
Eaton-Cambridge
Arizona
$780K +$27.7K +29 +4%
TFGT
3165
TS Financial Group (TSFG)
Illinois
$780K +$41.1K +43 +6%
GIPW
3166
Granite Islands Private Wealth
Connecticut
$779K +$693K +725 New
NLP
3167
Next Level Private
New York
$777K +$7.65K +8 +1%
MLFP
3168
MPS Loria Financial Planners
Illinois
$776K +$32.5K +34 +5%
ACA
3169
Anchor Capital Advisors
Massachusetts
$775K -$36.3K -38 -5%
LI
3170
LifeWealth Investments
Florida
$774K -$755K -790 -52%
THCM
3171
Taylor Hoffman Capital Management
Virginia
$773K
VPWA
3172
Vestia Personal Wealth Advisors
Indiana
$770K +$21K +22 +3%
TCM
3173
Tuttle Capital Management
Connecticut
$769K +$685K +716 New
SWMG
3174
Signature Wealth Management Group
Georgia
$768K
NC
3175
NewSquare Capital
Pennsylvania
$767K -$136K -142 -17%