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Eli Lilly

4,348 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,933 increasing their positions, 1,696 reducing their positions, and 229 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 → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 487375 (-112)

29% less call options, than puts

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

Holders
4,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
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

Top Buyers

1 +$1.52B
2 +$1.23B
3 +$1.08B
4
JP Morgan Chase
JP Morgan Chase
New York
+$710M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$647M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
3851
Peterson Wealth Management
Nevada
$302K
RMC
3852
Ring Mountain Capital
California
$301K
XSC
3853
X-Square Capital
Puerto Rico
$301K
BWM
3854
Biltmore Wealth Management
Arizona
$301K
FPWM
3855
FSB Premier Wealth Management
Iowa
$300K
FA
3856
Fountainhead AM
New Jersey
$300K
NCM
3857
New Capital Management
Texas
$300K
MSCM
3858
McElhenny Sheffield Capital Management
Texas
$300K
TF
3859
Theory Financial
Colorado
$300K
OCPWS
3860
One Charles Private Wealth Services
Massachusetts
$299K
GSWA
3861
Good Steward Wealth Advisors
Tennessee
$299K
CMP
3862
Courage Miller Partners
Virginia
$299K
TLCM
3863
Twin Lakes Capital Management
California
$299K
GGA
3864
Granite Group Advisors
Connecticut
$299K
JPLA
3865
Joseph P. Lucia & Associates
New York
$298K
UWM
3866
Urban Wealth Management
California
$298K
TLFA
3867
True Link Financial Advisors
California
$298K
CWL
3868
Causey Wealth LLC
Colorado
$297K
EWM
3869
Evolution Wealth Management
Florida
$297K
PCM
3870
Payne Capital Management
New York
$297K
HNWA
3871
Henrickson Nauta Wealth Advisors
Michigan
$296K
BAM
3872
Belleair Asset Management
Florida
$296K
SW
3873
Solidarity Wealth
Utah
$296K
SHFP
3874
Second Half Financial Partners
Florida
$296K
PWP
3875
Precedent Wealth Partners
Texas
$295K