We are live on ! Find out more
LLY icon

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 720 funds opening new positions, 1,696 increasing their positions, 1,611 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

561% more first-time investments, than exits

New positions opened: 720 | 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: 3,8964,428 (+532)

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
+532
Holders Change %
+13.66%
% 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
720
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
BPFA
3401
Barnes Pettey Financial Advisors
Mississippi
$590K
CRI
3402
Colonial River Investments
Virginia
$590K +$117K +122 +29%
ST
3403
Sageworth Trust
Pennsylvania
$589K -$1.85M -1,933 -78%
PFG
3404
Prospect Financial Group
Virginia
$589K -$13.4K -14 -2%
MCM
3405
M1 Capital Management
Michigan
$589K +$14.3K +15 +3%
VAMG
3406
Voisard Asset Management Group
Michigan
$588K +$59.3K +62 +13%
JA
3407
JVL Associates
Michigan
$588K +$23.9K +25 +5%
TA
3408
Tactive Advisors
Florida
$587K -$185K -194 -26%
DTC
3409
Davidson Trust Company
Washington
$586K -$94.7K -99 -15%
AP
3410
Atwood & Palmer
Missouri
$586K +$956 +1 +0.2%
CIA
3411
Caerus Investment Advisors
Texas
$586K +$244K +255 +88%
SF
3412
Slagle Financial
Illinois
$585K +$147K +154 +39%
TCOO
3413
Trust Company of Oklahoma
Oklahoma
$585K +$66.9K +70 +15%
TCMP
3414
Thrive Capital Management (Pennsylvania)
Pennsylvania
$584K +$44.9K +47 +9%
WAL
3415
W Advisors LLC
Tennessee
$584K
WBCM
3416
Wilson & Boucher Capital Management
California
$583K -$47.8K -50 -8%
PWAC
3417
Private Wealth Advisors (California)
California
$583K -$956 -1 -0.2%
PW
3418
Paladin Wealth
Minnesota
$581K +$517K +541 New
PFO
3419
Pioneer Family Office
Florida
$580K +$516K +540 New
Cohen & Steers
3420
Cohen & Steers
New York
$580K
JCIA
3421
Jackson Creek Investment Advisors
Colorado
$577K -$23.9K -25 -4%
V
3422
ViaWealth
Kansas
$575K +$34.4K +36 +7%
DWA
3423
Delap Wealth Advisory
Oregon
$574K +$47.8K +50 +10%
PAP
3424
Persistent Asset Partners
Hong Kong
$573K +$510K +533 New
WA
3425
WESPAC Advisors
California
$572K -$42.1K -44 -8%