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Eli Lilly

4,427 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: 3,8964,427 (+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
4,427
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
SO
3476
Sierra Ocean
California
$543K -$49.7K -52 -9%
SWA
3477
SOA Wealth Advisors
New York
$542K -$102K -107 -0.6%
DF
3478
Dunhill Financial
United Kingdom
$541K +$59.3K +62 +13%
CWM
3479
CCG Wealth Management
California
$541K -$54.5K -57 -10%
CWMA
3480
Capstone Wealth Management (Alabama)
Alabama
$541K +$3.83K +4 +0.8%
BHPW
3481
Box Hill Private Wealth
Arizona
$540K +$480K +502 New
COFSG
3482
Carbahal Olsen Financial Services Group
California
$538K +$956 +1 +0.2%
GSC
3483
G&S Capital
Colorado
$538K +$9.56K +10 +2%
IFO
3484
Independent Family Office
New York
$537K
ACA
3485
American Capital Advisory
Idaho
$537K +$5.74K +6 +1%
F4L
3486
Fortune 45 LLC
Louisiana
$537K -$175K -183 -27%
FFIC
3487
First Fiduciary Investment Counsel
Ohio
$537K
IWN
3488
Independent Wealth Network
Iowa
$536K +$17.2K +18 +4%
RA
3489
Rubicon Advisors
California
$536K +$477K +499 New
MCM
3490
McRae Capital Management
New Jersey
$535K -$323K -338 -40%
TWM
3491
TriaGen Wealth Management
California
$535K +$476K +498 New
BHWM
3492
Beaird Harris Wealth Management
Texas
$535K -$71.7K -75 -13%
FCG
3493
Fielder Capital Group
Tennessee
$534K +$30.6K +32 +7%
RFG
3494
REAP Financial Group
Texas
$533K +$250K +261 +111%
JWM
3495
Jacksonville Wealth Management
Florida
$533K
SMWM
3496
Silvia McColl Wealth Management
California
$533K
PWM
3497
Platt Wealth Management
California
$533K +$475K +497 New
NA
3498
Nautilus Advisors
California
$532K
CP
3499
Covenant Partners
Tennessee
$532K
WMWM
3500
Wilkins Miller Wealth Management
Alabama
$532K