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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
MF
3951
Montis Financial
Massachusetts
$297K
LFA
3952
Legend Financial Advisors
Pennsylvania
$296K -$23.9K -25 -8%
IP
3953
Isthmus Partners
Wisconsin
$296K +$263K +275 New
LFGO
3954
Legacy Financial Group (Oklahoma)
Oklahoma
$295K +$263K +275 New
VFP
3955
Verus Financial Partners
Virginia
$295K +$266K +278 New
CWM
3956
Challenger Wealth Management
California
$295K +$262K +274 New
FPF
3957
First Pacific Financial
Washington
$295K -$19.1K -20 -7%
TCM
3958
Tradewinds Capital Management
Washington
$294K +$5.74K +6 +2%
NAMM
3959
NorthStar Asset Management (Massachusetts)
Massachusetts
$293K +$261K +273 New
EWA
3960
EQ Wealth Advisors
Texas
$292K +$8.61K +9 +3%
KAS
3961
Kemnay Advisory Services
New York
$292K +$260K +272 New
CIA
3962
Cape Investment Advisory
Georgia
$292K +$228K +238 +721%
SWM
3963
Sandro Wealth Management
New Jersey
$292K +$259K +271 New
DW
3964
Dodds Wealth
Colorado
$291K
MIAS
3965
Mason Investment Advisory Services
Virginia
$290K -$58.3K -61 -18%
T
3966
Tableaux
Massachusetts
$290K -$616K -644 -70%
SCA
3967
Scott Capital Advisors
Oregon
$290K -$528K -552 -67%
NL
3968
NDWM LLC
California
$290K
GHI
3969
Gross & Hartman Investments
Pennsylvania
$290K +$258K +270 New
SHFC
3970
Safe Harbor Family Capital
North Carolina
$290K +$258K +270 New
WW
3971
Waterfront Wealth
Kansas
$290K +$7.65K +8 +3%
APW
3972
Atlantic Private Wealth
North Carolina
$289K +$257K +269 New
ACA
3973
Ackerman Capital Advisors
Texas
$289K -$2.87K -3 -1%
IWAO
3974
Independence Wealth Advisors (Ohio)
Ohio
$289K +$257K +269 New
SA
3975
Stewardship Advisors
Pennsylvania
$289K +$257K +269 New