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Eli Lilly

4,305 hedge funds and large institutions have $713B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,917 increasing their positions, 1,676 reducing their positions, and 225 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 → $713B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 483370 (-113)

29% less call options, than puts

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

Holders
4,305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
370
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
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
3376
Realta Investment Advisors
Delaware
$521K
WLPWM
3377
Walled Lake Planning & Wealth Management
Illinois
$521K
R
3378
Rebalance
California
$519K
DWS
3379
Discipline Wealth Solutions
South Carolina
$519K
FPH
3380
Financial Planning Hawaii
Hawaii
$518K
CPW
3381
Catalyst Private Wealth
California
$518K
CC
3382
Clearwave Capital
California
$517K
MA
3383
MBA Advisors
Pennsylvania
$517K
PWA
3384
Phoenix Wealth Advisors
North Carolina
$516K
SWIA
3385
Solano Wealth Investment Advisors
California
$515K
PCI
3386
Planning Center Inc
Illinois
$515K
TWM
3387
Tanager Wealth Management
United Kingdom
$514K
DI
3388
Disciplined Investors
Texas
$514K
CFG
3389
Compton Financial Group
Maryland
$511K
WHC
3390
Wulff, Hansen & Co
California
$510K
SA
3391
Sunesis Advisors
Kansas
$510K
IAAG
3392
Innovative Asset Advisors Group
Connecticut
$509K
TFO
3393
Tarbox Family Office
California
$509K
PCM
3394
Permanent Capital Management
Illinois
$507K
SHFG
3395
S Harris Financial Group
Texas
$506K
IFO
3396
Independent Family Office
New York
$506K
BPFA
3397
Barnes Pettey Financial Advisors
Mississippi
$505K
WBCM
3398
Wilson & Boucher Capital Management
California
$504K
OWA
3399
One Wealth Advisors
California
$503K
TCOO
3400
Trust Company of Oklahoma
Oklahoma
$502K