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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
WF
3501
Whelan Financial
California
$530K -$68.8K -72 -13%
RI
3502
Ruggiero Investments
Florida
$530K +$471K +493 New
CFA
3503
CWS Financial Advisors
Michigan
$530K -$46.9K -49 -9%
NFP
3504
Narus Financial Partners
Utah
$529K +$88.9K +93 +23%
AFM
3505
Aspetuck Financial Management
Connecticut
$529K -$4.78K -5 -1%
HIF
3506
Hill Island Financial
Michigan
$527K +$164K +172 +54%
TFP
3507
Triune Financial Partners
Kansas
$527K
GPW
3508
Gentry Private Wealth
Kansas
$527K +$469K +490 New
CM
3509
Cornerstone Management
Georgia
$526K -$9.56K -10 -2%
PWM
3510
PTM Wealth Management
United States
$525K
CA
3511
Chatterton & Associates
California
$524K +$467K +488 New
KOC
3512
Koss-Olinger Consulting
Florida
$524K -$10.5K -11 -2%
HFRG
3513
Houlihan Financial Resource Group
Virginia
$524K +$133K +139 +39%
RFA
3514
RTD Financial Advisors
Pennsylvania
$523K +$466K +487 New
TWM
3515
Thryve Wealth Management
Texas
$523K +$466K +487 New
SFS
3516
Strategic Financial Services
New York
$523K -$9.56K -10 -2%
IDA
3517
Intelligence Driven Advisers
California
$522K -$14.3K -15 -3%
GKFF
3518
George Kaiser Family Foundation
Oklahoma
$522K
AAMA
3519
Advanced Asset Management Advisors
Ohio
$521K -$956 -1 -0.2%
CC
3520
Cornerstone Capital
California
$521K +$464K +485 New
EA
3521
Echo45 Advisors
California
$521K -$58.3K -61 -11%
SPA
3522
Sound Portfolio Advisors
Connecticut
$520K +$463K +484 New
PCM
3523
Park Capital Management
Wisconsin
$520K +$3.83K +4 +0.8%
LIA
3524
Luken Investment Analytics
Tennessee
$519K -$83.2K -87 -15%
CFC
3525
Coyle Financial Counsel
Illinois
$518K +$181K +189 +65%