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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
MIAS
3926
Mason Investment Advisory Services
Virginia
$262K
RI
3927
Ruggiero Investments
Florida
$262K
BWM
3928
Briggs Wealth Management
Connecticut
$261K
FCIM
3929
Fairview Capital Investment Management
California
$261K
SAM
3930
Shikiar Asset Management
New York
$261K
CSF
3931
Capital Squared Financial
Maryland
$261K
VW
3932
Veridan Wealth
Oregon
$261K
MFFIA
3933
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$259K
PPW
3934
Presilium Private Wealth
Pennsylvania
$259K
ACM
3935
Anfield Capital Management
California
$259K
MAM
3936
MWA Asset Management
Massachusetts
$258K
OC
3937
Optima Capital
Oregon
$258K
CIM
3938
Capital Investment Management
Missouri
$257K
WWG
3939
West Wealth Group
California
$256K
AWM
3940
Able Wealth Management
New Jersey
$255K
SFG
3941
Sather Financial Group
Texas
$255K
FFG
3942
Foundry Financial Group
New Hampshire
$255K
AT
3943
Arlington Trust
Alabama
$255K
WW
3944
Waterfront Wealth
Kansas
$254K
YWM
3945
Yoder Wealth Management
California
$254K
SCA
3946
Scott Capital Advisors
Oregon
$254K
CPCP
3947
Cedar Point Capital Partners
Iowa
$253K
FPF
3948
First Pacific Financial
Washington
$253K
NAMM
3949
NorthStar Asset Management (Massachusetts)
Massachusetts
$251K
OCFG
3950
O'Connor Financial Group
Illinois
$251K