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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
SWP
4001
Summit Wealth Partners
Florida
$280K +$250K +261 New
WWG
4002
West Wealth Group
California
$280K -$9.56K -10 -4%
PA
4003
PharVision Advisers
Florida
$279K +$249K +260 New
UWM
4004
USAdvisors Wealth Management
Minnesota
$279K -$6.69K -7 -3%
CNWM
4005
Clay Northam Wealth Management
California
$277K +$247K +258 New
SPIA
4006
Strategic Point Investment Advisors
Rhode Island
$277K +$247K +258 New
FWM
4007
FMB Wealth Management
California
$277K +$247K +258 New
GCA
4008
Genesee Capital Advisors
New York
$277K -$142K -148 -37%
VPW
4009
Variant Private Wealth
Virginia
$276K +$246K +257 New
AWM
4010
Austin Wealth Management
Texas
$276K -$491K -513 -67%
FA
4011
Fermata Advisors
California
$275K -$5.74K -6 -2%
CCG
4012
Coastwise Capital Group
California
$275K +$245K +256 New
ML
4013
MLP3 LLC
New Jersey
$274K +$244K +255 New
GA
4014
Gordian Advisors
Arizona
$274K +$244K +255 New
KI
4015
KTF Investments
California
$274K +$244K +255 New
PPC
4016
Pennington Partners & Co
Maryland
$274K +$244K +255 New
WDL
4017
Well Done LLC
Michigan
$273K +$243K +254 New
YWM
4018
Yoder Wealth Management
California
$272K +$242K +253 New
CIM
4019
Capital Investment Management
Missouri
$271K +$241K +252 New
KWA
4020
Kondo Wealth Advisors
California
$271K +$241K +252 New
KFA
4021
Kapstone Financial Advisors
Ohio
$271K +$241K +252 New
SPFA
4022
Summit Place Financial Advisors
New Jersey
$271K +$241K +252 New
QA
4023
Quattro Advisors
Pennsylvania
$271K +$241K +252 New
HG
4024
Harbor Group
New Hampshire
$270K +$240K +251 New
RW
4025
REDW Wealth
New Mexico
$270K +$240K +251 New