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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
CBT
3326
CoreFirst Bank & Trust
Kansas
$645K -$335K -350 -37%
OF
3327
Optimize Financial
California
$645K +$7.65K +8 +1%
I
3328
InterCapital
Texas
$645K +$574K +600 New
WPW
3329
Winthrop Partners - WNY
New York
$644K +$573K +599 New
AWS
3330
Arkfeld Wealth Strategies
Nebraska
$642K
LWA
3331
Legacy Wealth Advisors
Florida
$641K +$570K +596 New
FC
3332
Fairscale Capital
New Hampshire
$641K -$60.2K -63 -10%
LDB
3333
Lee, Danner & Bass
Tennessee
$641K -$28.7K -30 -5%
AWM
3334
Activest Wealth Management
Florida
$640K +$98.5K +103 +21%
QWM
3335
Quaker Wealth Management
New Jersey
$640K +$105K +110 +23%
DFG
3336
Dupree Financial Group
Kentucky
$639K -$14.3K -15 -2%
CBTWT
3337
Community Bank & Trust (Waco, Texas)
Texas
$638K -$2.87K -3 -0.5%
RGC
3338
Roberts, Glore & Co
Illinois
$637K -$33.5K -35 -6%
RWI
3339
Red Wave Investments
Pennsylvania
$636K
HIM
3340
Hanlon Investment Management
New Jersey
$635K +$110K +115 +24%
AWA
3341
Acorn Wealth Advisors
Michigan
$635K -$139K -145 -20%
CWMK
3342
Caliber Wealth Management (Kansas)
Kansas
$634K +$91.8K +96 +19%
TFA
3343
Tobias Financial Advisors
Florida
$632K -$90.8K -95 -14%
FTC
3344
Farmers Trust Company
Ohio
$632K -$24.9K -26 -4%
CWP
3345
Curated Wealth Partners
California
$632K +$261K +273 +87%
SWM
3346
Sterling Wealth Management
Illinois
$631K -$759K -794 -57%
AL
3347
ADE LLC
Maryland
$631K -$49.7K -52 -8%
PMG
3348
Private Management Group
California
$631K -$9.56K -10 -2%
ESC
3349
Eurizon SLJ Capital
$630K +$560K +586 New
AIA
3350
AIMZ Investment Advisors
California
$628K