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Eli Lilly

4,349 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,934 increasing their positions, 1,696 reducing their positions, and 229 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: $848B → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 488376 (-112)

29% less call options, than puts

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

Holders
4,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
376
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

Top Buyers

1 +$1.52B
2 +$1.23B
3 +$1.08B
4
JP Morgan Chase
JP Morgan Chase
New York
+$710M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$647M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
3626
Byrne Asset Management
New Jersey
$405K
PWP
3627
Phillips Wealth Planners
Mississippi
$404K
SWA
3628
Serenus Wealth Advisors
California
$404K
RA
3629
Ruggaard & Associates
Ohio
$402K
WAM
3630
Wernau Asset Management
Massachusetts
$401K
GPWA
3631
Gaddis Premier Wealth Advisors
Oklahoma
$400K
Betterment LLC
3632
Betterment LLC
New York
$399K
CW
3633
Curio Wealth
Maryland
$399K
PTCG
3634
Pring Turner Capital Group
California
$399K
SFWC
3635
Strategic Family Wealth Counselors
New Jersey
$398K
MWP
3636
Meriwether Wealth & Planning
Louisiana
$398K
TWD
3637
True Wealth Design
Ohio
$398K
PFWA
3638
Paces Ferry Wealth Advisors
Georgia
$395K
DI
3639
Diligent Investors
California
$394K
HGA
3640
Hobbs Group Advisors
South Carolina
$394K
RCI
3641
RS Crum Inc
California
$393K
VFA
3642
Values First Advisors
Tennessee
$392K
CIG
3643
Cascade Investment Group
Colorado
$392K
WWA
3644
Wealth Watch Advisors
Colorado
$392K
CIA
3645
Cape Investment Advisory
Georgia
$391K
SAFS
3646
S&A Financial Services
Kansas
$391K
SOAG
3647
Silver Oak Advisory Group
Oregon
$390K
PAM
3648
PVG Asset Management
Colorado
$390K
PCMF
3649
Private Capital Management (Florida)
Florida
$389K
CB
3650
Centennial Bank
Arkansas
$389K