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Eli Lilly

4,348 hedge funds and large institutions have $847B invested in Eli Lilly in 2025 Q4 according to their latest regulatory filings, with 669 funds opening new positions, 1,682 increasing their positions, 1,601 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.11% more ownership

Funds ownership: 80.7%83.81% (+3.1%)

5% more repeat investments, than reductions

Existing positions increased: 1,682 | Existing positions reduced: 1,601

3% more call options, than puts

Call options by funds: $17.2B | Put options by funds: $16.6B

Holders
4,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
476
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$17.2B
Puts
$16.6B
Net Calls
Net Calls Change

Top Sellers

1 -$3.16B
2 -$1.46B
3 -$1.15B
4
Edgewood Management
Edgewood Management
Connecticut
-$883M
5
Goldman Sachs
Goldman Sachs
New York
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
3726
ShankerValleau Wealth Advisors
Illinois
$370K
VWM
3727
Verus Wealth Management
Wisconsin
$369K
KHCM
3728
Kirtland Hills Capital Management
Ohio
$369K
LWM
3729
Lodestone Wealth Management
Washington
$367K
KWA
3730
Kellett Wealth Advisors
Ohio
$366K
VA
3731
Veratis Advisors
North Carolina
$366K
SFP
3732
SwitchPoint Financial Planning
Utah
$366K
BOSSRA
3733
B.O.S.S. Retirement Advisors
Utah
$366K
SWA
3734
Strata Wealth Advisors
Texas
$365K
RWM
3735
Rockline Wealth Management
New York
$365K
PA
3736
Persium Advisors
Georgia
$365K
TC
3737
Tannin Capital
North Carolina
$365K
ACM
3738
Appalachian Capital Management
Ohio
$365K
GL
3739
Gerber LLC
Ohio
$365K
AAMC
3740
Asset Allocation & Management Company
Illinois
$365K
PEWA
3741
Pacific Excel Wealth Advisors
California
$365K
FPN
3742
Financial Planning Navigators
Minnesota
$363K
HWM
3743
Horizons Wealth Management
North Carolina
$363K
CSIA
3744
Conrad Siegel Investment Advisors
Pennsylvania
$363K
FMTCOCP
3745
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$363K
BTIM
3746
BancFirst Trust & Investment Management
Oklahoma
$363K
WMN
3747
Wealth Management Nebraska
Nebraska
$362K
SC
3748
Schubert & Co
Texas
$361K
PG
3749
Prostatis Group
Maryland
$361K
ACM
3750
Ashford Capital Management
Delaware
$361K