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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
S
4001
Sachetta
Massachusetts
$232K
QA
4002
Quattro Advisors
Pennsylvania
$232K
KFA
4003
Kapstone Financial Advisors
Ohio
$232K
VR
4004
Valued Retirements
Texas
$232K
SWM
4005
Shepherd Wealth Management
Ohio
$232K
GW
4006
Graetz Wealth
Michigan
$231K
HG
4007
Harbor Group
New Hampshire
$231K
FWM
4008
Fonville Wealth Management
Virginia
$231K
PFG
4009
Pinnacle Financial Group
Illinois
$230K
KG
4010
Kieckhefer Group
Wisconsin
$230K
SCM
4011
Stonehearth Capital Management
Massachusetts
$230K
GIA
4012
Goodwin Investment Advisory
Georgia
$229K
SVWG
4013
Shared Vision Wealth Group
United States
$228K
CCA
4014
Cooper Capital Advisors
California
$228K
HCG
4015
Haven Capital Group
California
$228K
LFG
4016
Lockerman Financial Group
California
$228K
AV
4017
Aspiring Ventures
Ohio
$226K
SA
4018
Stewardship Advisors
Pennsylvania
$226K
SPIA
4019
Strategic Point Investment Advisors
Rhode Island
$226K
BAG
4020
Bridgewealth Advisory Group
California
$226K
AI
4021
Arrien Investments
Idaho
$226K
OE
4022
OFS Enterprise
Nebraska
$226K
RW
4023
REDW Wealth
New Mexico
$225K
TIM
4024
Total Investment Management
Arizona
$225K
PAG
4025
Poinciana Advisors Group
Florida
$225K