We are live on ! Find out more
LLY icon

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
RH
3776
RFG Holdings
Texas
$373K +$3.83K +4 +1%
OWM
3777
OneAscent Wealth Management
Alabama
$372K -$11.5K -12 -3%
BMM
3778
Berkshire Money Management
Massachusetts
$371K +$331K +346 New
SWA
3779
ShankerValleau Wealth Advisors
Illinois
$370K -$1.91K -2 -0.6%
VWM
3780
Verus Wealth Management
Wisconsin
$369K +$10.5K +11 +3%
KHCM
3781
Kirtland Hills Capital Management
Ohio
$369K
LWM
3782
Lodestone Wealth Management
Washington
$367K -$24.9K -26 -7%
KWA
3783
Kellett Wealth Advisors
Ohio
$366K +$54.5K +57 +20%
VA
3784
Veratis Advisors
North Carolina
$366K +$336K +351 New
SFP
3785
SwitchPoint Financial Planning
Utah
$366K +$24.9K +26 +8%
BOSSRA
3786
B.O.S.S. Retirement Advisors
Utah
$366K -$360K -376 -53%
ACM
3787
Appalachian Capital Management
Ohio
$365K +$325K +340 New
PA
3788
Persium Advisors
Georgia
$365K +$325K +340 New
RWM
3789
Rockline Wealth Management
New York
$365K +$325K +340 New
SWA
3790
Strata Wealth Advisors
Texas
$365K +$325K +340 New
TC
3791
Tannin Capital
North Carolina
$365K +$325K +340 New
GL
3792
Gerber LLC
Ohio
$365K
AAMC
3793
Asset Allocation & Management Company
Illinois
$365K
PEWA
3794
Pacific Excel Wealth Advisors
California
$365K +$326K +341 New
FPN
3795
Financial Planning Navigators
Minnesota
$363K +$323K +338 New
HWM
3796
Horizons Wealth Management
North Carolina
$363K
CSIA
3797
Conrad Siegel Investment Advisors
Pennsylvania
$363K +$15.3K +16 +5%
FMTCOCP
3798
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$363K -$44.9K -47 -12%
BTIM
3799
BancFirst Trust & Investment Management
Oklahoma
$363K +$6.69K +7 +2%
WMN
3800
Wealth Management Nebraska
Nebraska
$362K -$22.9K -24 -7%