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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
AWA
3901
Ark Wealth Advisors
California
$320K +$285K +298 New
HA
3902
HFG Advisors
Ohio
$320K
RK
3903
Rather & Kittrell
Tennessee
$320K +$285K +298 New
W
3904
WorthPointe
California
$319K +$284K +297 New
CDWM
3905
Campbell Deegan Wealth Management
Virginia
$318K +$12.4K +13 +5%
IAS
3906
Investment Advisory Services
Texas
$318K
BF
3907
Benchmark Financial
Delaware
$318K +$283K +296 New
MUMSS
3908
Mitsubishi UFJ Morgan Stanley Securities
Japan
$318K +$283K +296 New
NLA
3909
Northern Lights Advisors
Washington
$317K +$282K +295 New
APW
3910
Aurora Private Wealth
New Jersey
$317K +$282K +295 New
TCM
3911
Towercrest Capital Management
Pennsylvania
$316K
PHWM
3912
Palatine Hill Wealth Management
Michigan
$316K +$281K +294 New
SWM
3913
SK Wealth Management
Rhode Island
$315K -$22K -23 -7%
MAM
3914
MWA Asset Management
Massachusetts
$315K -$17.2K -18 -6%
CRI
3915
Commonwealth Retirement Investments
Virginia
$315K +$280K +293 New
LAM
3916
Lountzis Asset Management
Pennsylvania
$314K
AV
3917
Aspiring Ventures
Ohio
$314K +$15.3K +16 +6%
FWP
3918
Firethorn Wealth Partners
Georgia
$313K -$44K -46 -14%
CCT
3919
Chemung Canal Trust
New York
$313K -$62.2K -65 -18%
PFM
3920
Peak Financial Management
Massachusetts
$313K -$23.9K -25 -8%
CFM
3921
Cornerstone Financial Management
Massachusetts
$313K +$278K +291 New
MC
3922
Miramar Capital
Illinois
$312K -$9.56K -10 -3%
LCGC
3923
Legacy Capital Group California
California
$312K -$5.74K -6 -2%
PPWM
3924
Perissos Private Wealth Management
Oklahoma
$310K
MFT
3925
Moisand Fitzgerald Tamayo
Florida
$310K