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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
53.87%
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
HWMG
3576
Harbour Wealth Management Group
South Carolina
$487K +$433K +453 New
WWM
3577
Wiser Wealth Management
Georgia
$487K -$21K -22 -5%
SFS
3578
Sharp Financial Services
Pennsylvania
$485K
AFA
3579
Alpha Financial Advisors
North Carolina
$484K
JFA
3580
JNBA Financial Advisors
Minnesota
$483K +$4.78K +5 +1%
BONST
3581
Bank of Nova Scotia Trust
Ontario, Canada
$480K
GRA
3582
Golden Road Advisors
Florida
$480K +$15.3K +16 +4%
PFW
3583
Petros Family Wealth
Minnesota
$480K +$92.7K +97 +28%
BBPWM
3584
Blue Bell Private Wealth Management
Pennsylvania
$479K -$9.56K -10 -2%
OWA
3585
Oak Wealth Advisors
Illinois
$478K +$9.56K +10 +2%
AWA
3586
Artemis Wealth Advisors
New York
$478K +$173K +181 +69%
PCWA
3587
Pacific Capital Wealth Advisors
California
$477K -$189K -198 -31%
CWMGP
3588
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$476K
CG
3589
Clifford Group
Massachusetts
$475K
PP
3590
Prosperity Planning
Missouri
$475K +$11.5K +12 +3%
BAWM
3591
Bennett Associates Wealth Management
Pennsylvania
$475K +$127K +133 +43%
MWM
3592
Maltin Wealth Management
New Jersey
$475K +$1.91K +2 +0.5%
AAMG
3593
AMG Asset Management Group
Georgia
$474K +$422K +441 New
MWM
3594
Maripau Wealth Management
Indiana
$474K +$63.1K +66 +18%
BFG
3595
Birch Financial Group
New Hampshire
$472K -$943K -986 -69%
SWA
3596
Serenus Wealth Advisors
California
$472K +$9.56K +10 +2%
DF
3597
Daviman Financial
Indiana
$471K +$419K +438 New
RA
3598
Ruggaard & Associates
Ohio
$470K -$8.61K -9 -2%
EGWAG
3599
Elwood & Goetz Wealth Advisory Group
Georgia
$470K +$46.9K +49 +13%
WAM
3600
Wernau Asset Management
Massachusetts
$469K