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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
DWM
3201
Dogwood Wealth Management
Kansas
$747K -$305K -319 -31%
RFS
3202
Richardson Financial Services
Massachusetts
$746K +$210K +220 +46%
RC
3203
Rovin Capital
Arizona
$743K +$143K +150 +28%
EAM
3204
Evanson Asset Management
California
$743K -$356K -372 -35%
DSC
3205
Duncker Streett & Co
Missouri
$742K -$78.4K -82 -11%
CFG
3206
Chapman Financial Group
Hawaii
$742K
CFC
3207
Client First Capital
California
$742K
FI
3208
Financial Insights
Washington
$740K -$44K -46 -6%
KL
3209
KilterHowling LLC
Colorado
$737K -$20.1K -21 -3%
PPC
3210
Park Place Capital
Alabama
$735K +$6.69K +7 +1%
PIA
3211
Powell Investment Advisors
Florida
$734K
FWM
3212
Foguth Wealth Management
Michigan
$734K +$649K +679 New
KFA
3213
Kelleher Financial Advisors
New York
$733K -$96.6K -101 -13%
Members Trust
3214
Members Trust
Florida
$733K +$30.6K +32 +5%
PHS
3215
Pekin Hardy Strauss
Illinois
$732K -$12.4K -13 -2%
KIM
3216
Karpus Investment Management
New York
$731K
LWP
3217
LeClair Wealth Partners
Ohio
$731K +$9.56K +10 +1%
HP
3218
Holistic Planning
Texas
$729K +$76.5K +80 +13%
MP
3219
McDonald Partners
Ohio
$729K -$388K -406 -37%
AWAP
3220
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$729K
WFG
3221
Wormser Freres Gestion
France
$728K +$183K +191 +39%
WAS
3222
WESPAC Advisors SoCal
California
$725K +$11.5K +12 +2%
SPA
3223
Sentinel Pension Advisors
Massachusetts
$725K +$56.4K +59 +10%
MWM
3224
Maridea Wealth Management
New York
$724K +$345K +361 +115%
FAL
3225
Focused Alpha LLC
Colorado
$723K +$644K +673 New