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Eli Lilly

4,300 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, 1,675 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
4,300
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
AFWM
3851
AMJ Financial Wealth Management
Virginia
$289K
OWM
3852
Omnitrust Wealth Management
Florida
$289K
BFWM
3853
Bright Futures Wealth Management
New York
$289K
SWM
3854
SK Wealth Management
Rhode Island
$288K
SCA
3855
STALEY CAPITAL ADVISERS
Pennsylvania
$288K
LAM
3856
Lountzis Asset Management
Pennsylvania
$287K
CWA
3857
Clarity Wealth Advisors
California
$287K
AIA
3858
Allied Investment Advisors
Montana
$287K
AWM
3859
Abound Wealth Management
Tennessee
$287K
MCIA
3860
Mountain Capital Investment Advisors
Colorado
$286K
BWG
3861
Balanced Wealth Group
Ohio
$286K
GC
3862
Guidance Capital
Kentucky
$286K
AWG
3863
Altus Wealth Group
Colorado
$286K
MWA
3864
MFA Wealth Advisors
Pennsylvania
$286K
CVA
3865
Central Valley Advisors
California
$286K
MAA
3866
Matrix Asset Advisors
New York
$286K
JF
3867
Joule Financial
Kentucky
$285K
VC
3868
Veery Capital
Delaware
$285K
FDDB
3869
Fidelity D&D Bancorp
Pennsylvania
$285K
IWP
3870
Insight Wealth Partners
Texas
$283K
VFP
3871
Verus Financial Partners
Virginia
$283K
GBWM
3872
Granite Bay Wealth Management
New Hampshire
$282K
MBWA
3873
Marin Bay Wealth Advisors
California
$282K
AI
3874
Axecap Investments
Ohio
$281K
TPCM
3875
Templeton & Phillips Capital Management
Tennessee
$281K