LLY icon

Eli Lilly

4,305 hedge funds and large institutions have $713B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,917 increasing their positions, 1,676 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $847B → $713B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 483370 (-113)

29% less call options, than puts

Call options by funds: $9.52B | Put options by funds: $13.4B

Holders
4,305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
370
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.52B
Puts
$13.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
3151
Sendero Wealth Management
Texas
$673K
SCM
3152
Sage Capital Management
New Jersey
$673K
PCM
3153
Passive Capital Management
Maryland
$671K
WPW
3154
Winthrop Partners - WNY
New York
$671K
MW
3155
Members Wealth
Pennsylvania
$670K
PA
3156
ProCore Advisors
California
$670K
SFAM
3157
Sawyer Falduto Asset Management
Illinois
$669K
GPFA
3158
Game Plan Financial Advisors
Ohio
$669K
AW
3159
Avion Wealth
Texas
$668K
VPWA
3160
Vestia Personal Wealth Advisors
Indiana
$668K
MLFP
3161
MPS Loria Financial Planners
Illinois
$665K
TWM
3162
Tripletail Wealth Management
Florida
$664K
ACGA
3163
Atlanta Consulting Group Advisors
Georgia
$663K
ACA
3164
Anchor Capital Advisors
Massachusetts
$663K
CWA
3165
CJM Wealth Advisers
Virginia
$663K
SFCM
3166
Seven Fleet Capital Management
California
$662K
THCM
3167
Taylor Hoffman Capital Management
Virginia
$661K
AG
3168
AmeriFlex Group
Nevada
$660K
OFO
3169
OneAscent Family Office
Alabama
$660K
GC
3170
GFG Capital
Florida
$659K
RFS
3171
Richardson Financial Services
Massachusetts
$659K
TCM
3172
Tuttle Capital Management
Connecticut
$659K
CWM
3173
Cherrydale Wealth Management
New Jersey
$658K
SWMG
3174
Signature Wealth Management Group
Georgia
$658K
CWM
3175
Chemistry Wealth Management
New York
$657K