LLY icon

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
OAG
3801
Oakmont Advisory Group
New Mexico
$303K
AWM
3802
Adams Wealth Management
Utah
$303K
CI
3803
CacheTech Inc
Utah
$303K
RIM
3804
Rockbridge Investment Management
New York
$302K
WMN
3805
Wealth Management Nebraska
Nebraska
$302K
PP
3806
Pacifica Partners
Canada
$302K
PWM
3807
Peterson Wealth Management
Nevada
$302K
RMC
3808
Ring Mountain Capital
California
$301K
XSC
3809
X-Square Capital
Puerto Rico
$301K
BWM
3810
Biltmore Wealth Management
Arizona
$301K
FPWM
3811
FSB Premier Wealth Management
Iowa
$300K
FA
3812
Fountainhead AM
New Jersey
$300K
NCM
3813
New Capital Management
Texas
$300K
MSCM
3814
McElhenny Sheffield Capital Management
Texas
$300K
TF
3815
Theory Financial
Colorado
$300K
OCPWS
3816
One Charles Private Wealth Services
Massachusetts
$299K
GSWA
3817
Good Steward Wealth Advisors
Tennessee
$299K
CMP
3818
Courage Miller Partners
Virginia
$299K
TLCM
3819
Twin Lakes Capital Management
California
$299K
GGA
3820
Granite Group Advisors
Connecticut
$299K
JPLA
3821
Joseph P. Lucia & Associates
New York
$298K
UWM
3822
Urban Wealth Management
California
$298K
TLFA
3823
True Link Financial Advisors
California
$298K
CWL
3824
Causey Wealth LLC
Colorado
$297K
EWM
3825
Evolution Wealth Management
Florida
$297K