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Eli Lilly

3,871 hedge funds and large institutions have $678B invested in Eli Lilly in 2025 Q1 according to their latest regulatory filings, with 247 funds opening new positions, 1,773 increasing their positions, 1,395 reducing their positions, and 165 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,871
Holders Change
+6
Holders Change %
+0.16%
% of All Funds
52.57%
Holding in Top 10
388
Holding in Top 10 Change
+60
Holding in Top 10 Change %
+18.29%
% of All Funds
5.27%
New
247
Increased
1,773
Reduced
1,395
Closed
165
Calls
$9.22B
Puts
$9.88B
Net Calls
-$663M
Net Calls Change
+$209M
Name Holding Trade Value Shares
Change
Shares
Change %
WGAM
3326
Wilkinson Global Asset Management
New York
$347K -$17.3K -21 -5%
CAWM
3327
Capital Advisors Wealth Management
Washington
$346K +$23.1K +28 +7%
BDPWM
3328
Barnes Dennig Private Wealth Management
Ohio
$346K +$346K +419 New
BAM
3329
Byrne Asset Management
New Jersey
$345K -$335K -434 Closed
RCM
3330
RMR Capital Management
California
$345K
BWS
3331
Broadway Wealth Solutions
Texas
$344K -$44.6K -54 -11%
FP
3332
Financial Perspectives
Minnesota
$344K
CPCM
3333
Cardinal Point Capital Management
Ontario, Canada
$344K +$9.91K +12 +3%
PWM
3334
PTM Wealth Management
United States
$344K +$344K +474 New
RIP
3335
RAM Investment Partners
Washington
$343K +$20.6K +25 +6%
KFS
3336
Kelly Financial Services
Massachusetts
$342K
KBFS
3337
Kohmann Bosshard Financial Services
Ohio
$341K
PCM
3338
Peirce Capital Management
Texas
$340K
SFG
3339
Sterling Financial Group
California
$340K +$27.3K +33 +9%
SWA
3340
Strata Wealth Advisors
Texas
$340K -$192K -232 -36%
VFPW
3341
Vantage Financial Partners (Wisconsin)
Wisconsin
$339K +$826 +1 +0.2%
DFP
3342
Defined Financial Planning
California
$339K +$20.9K +26 +7%
SL
3343
Summitry LLC
California
$339K +$13.2K +16 +4%
MPCA
3344
Madison Park Capital Advisors
Washington
$339K +$2.48K +3 +0.7%
CP
3345
Capital Planning
Washington
$338K -$58.6K -71 -15%
HOWA
3346
Heritage Oak Wealth Advisors
Florida
$338K -$8.26K -10 -2%
NCM
3347
Noesis Capital Mangement
Florida
$338K +$83.4K +101 +33%
GCA
3348
Gallagher Capital Advisors
Texas
$338K +$826 +1 +0.2%
OCPWS
3349
One Charles Private Wealth Services
Massachusetts
$337K -$32.2K -39 -9%
PFU
3350
Parus Finance (UK)
United Kingdom
$336K -$21.5K -26 -6%