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Eli Lilly

4,348 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,933 increasing their positions, 1,696 reducing their positions, and 229 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 → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 487375 (-112)

29% less call options, than puts

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

Holders
4,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
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

Top Buyers

1 +$1.52B
2 +$1.23B
3 +$1.08B
4
JP Morgan Chase
JP Morgan Chase
New York
+$710M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$647M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
3151
Mark Sheptoff Financial Planning
Connecticut
$697K
CFA
3152
CWS Financial Advisors
Michigan
$697K
WWP
3153
Wise Wealth Partners
Arizona
$694K
CC
3154
Cypress Capital
Tennessee
$692K
JWM
3155
JPL Wealth Management
Colorado
$690K
AWCI
3156
Alpine Woods Capital Investors
New York
$690K
BCM
3157
Banyan Capital Management
Georgia
$690K
MTC
3158
McDaniel Terry & Co
Texas
$689K
EIG
3159
Ellenbecker Investment Group
Wisconsin
$689K
PWA
3160
Peterson Wealth Advisors
Utah
$688K
GWWM
3161
Great Waters Wealth Management
Minnesota
$688K
JWA
3162
JFS Wealth Advisors
Pennsylvania
$687K
CIP
3163
Convergence Investment Partners
Florida
$687K
IA
3164
IMZ Advisory
Florida
$687K
DWM
3165
Daner Wealth Management
Georgia
$685K
SIS
3166
Strategic Investment Solutions
Illinois
$685K
NLP
3167
Next Level Private
New York
$682K
TFGT
3168
TS Financial Group (TSFG)
Illinois
$681K
FWP
3169
Flatrock Wealth Partners
California
$681K
CA
3170
COFG Advisors
Illinois
$680K
CMTU
3171
Capital Markets Trading (UK)
United Kingdom
$679K
SNBOSD
3172
Security National Bank of So Dak
Iowa
$679K
VFP
3173
Vilga Financial Planning
New Jersey
$679K
HP
3174
Holistic Planning
Texas
$679K
PPC
3175
Pennington Partners & Co
Maryland
$675K