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Eli Lilly

4,301 hedge funds and large institutions have $713B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,914 increasing their positions, 1,676 reducing their positions, and 225 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: $847B → $713B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 482369 (-113)

29% less call options, than puts

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

Holders
4,301
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
369
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
Name Holding Trade Value Shares
Change
Change in
Stake
DA
3776
Dougherty & Associates
Florida
$315K
KWA
3777
Kellett Wealth Advisors
Ohio
$315K
LFS
3778
Lutz Financial Services
Nebraska
$315K
SFP
3779
SwitchPoint Financial Planning
Utah
$314K
AAMC
3780
Asset Allocation & Management Company
Illinois
$313K
RWM
3781
Rockline Wealth Management
New York
$313K
BRIA
3782
Balanced Rock Investment Advisors
Massachusetts
$313K
GL
3783
Gerber LLC
Ohio
$313K
BLWM
3784
Bucket List Wealth Management
Florida
$312K
LWMM
3785
Legacy Wealth Management (Mississippi)
Mississippi
$312K
SLG
3786
Sanchez Levi Garrett
$311K
APW
3787
Aurora Private Wealth
New Jersey
$311K
HWM
3788
Horizons Wealth Management
North Carolina
$311K
AIP
3789
Almanack Investment Partners
Pennsylvania
$310K
RI
3790
Rinkey Investments
California
$310K
SCG
3791
Sonata Capital Group
Washington
$309K
DWM
3792
Darwin Wealth Management
Florida
$309K
SWA
3793
Strata Wealth Advisors
Texas
$306K
AWP
3794
Astra Wealth Partners
New Jersey
$305K
SCM
3795
Stonebridge Capital Management
California
$305K
SWP
3796
Summit Wealth Partners
Florida
$304K
GSIS
3797
Global Strategic Investment Solutions
Arizona
$304K
WPC
3798
White Pine Capital
Minnesota
$304K
CHA
3799
Cooper/Haims Advisors
New York
$304K
JBA
3800
Johnson Bixby & Associates
Washington
$304K