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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
MIM
3251
Montgomery Investment Management
Maryland
$699K
MHR
3252
Matthew Hamilton Rosenberg
$699K +$8.61K +9 +1%
PAS
3253
PKS Advisory Services
New York
$697K -$111K -116 -15%
CC
3254
Commons Capital
Massachusetts
$696K +$25.8K +27 +4%
CCP
3255
Carmel Capital Partners
California
$694K +$289K +302 +88%
LPFG
3256
Landing Point Financial Group
Ohio
$694K
OC
3257
Opal Capital
Florida
$693K +$625K +654 New
FP
3258
Financial Perspectives
Minnesota
$693K -$31.6K -33 -5%
OPWM
3259
Oakwell Private Wealth Management
Texas
$692K +$53.5K +56 +10%
SGI
3260
Swan Global Investments
Colorado
$691K +$41.1K +43 +7%
PRP
3261
Peak Retirement Planning
Ohio
$691K +$82.2K +86 +15%
DG
3262
DMC Group
Alabama
$690K -$88.9K -93 -13%
KFP
3263
Keener Financial Planning
Texas
$689K -$21K -22 -3%
WFA
3264
WMG Financial Advisors
Tennessee
$688K -$236K -247 -28%
NWM
3265
Nolet Wealth Management
Texas
$687K +$612K +640 New
BFA
3266
Beacon Financial Advisory
Ohio
$687K +$158K +165 +35%
NFTC
3267
North Forty Two & Co
Oregon
$687K
ST
3268
Somerset Trust
Pennsylvania
$687K
CQWA
3269
Chokshi & Queen Wealth Advisors
California
$686K
BONH
3270
Bank of New Hampshire
New Hampshire
$683K
OFO
3271
OneAscent Family Office
Alabama
$683K +$80.3K +84 +15%
QP
3272
Quartz Partners
New York
$680K -$451K -472 -43%
HWM
3273
Howard Wealth Management
Connecticut
$680K -$4.78K -5 -0.8%
BH
3274
Burk Holdings
Oklahoma
$679K +$47.8K +50 +9%
BFG
3275
Beacon Financial Group
Texas
$678K +$127K +133 +27%