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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
KLWA
4101
Kelly Lawrence W & Associates
California
$244K -$19.1K -20 -8%
BWM
4102
BNC Wealth Management
Oregon
$244K +$217K +227 New
WRCM
4103
Western Reserve Capital Management
Ohio
$244K +$217K +227 New
LIA
4104
Lynx Investment Advisory
District of Columbia
$244K +$217K +227 New
MAA
4105
Mraz Amerine & Associates
California
$242K -$86.1K -90 -29%
AA
4106
Advisory Advocates
Michigan
$242K +$215K +225 New
GWCM
4107
Godshalk Welsh Capital Management
Pennsylvania
$242K +$215K +225 New
IPW
4108
Invictus Private Wealth
Colorado
$242K +$215K +225 New
SWM
4109
Scissortail Wealth Management
Oklahoma
$242K +$215K +225 New
TFP
4110
TrueWealth Financial Partners
Washington
$242K +$215K +225 New
VR
4111
Valued Retirements
Texas
$242K +$215K +225 New
IA
4112
Inspire Advisors
Idaho
$241K +$214K +224 New
OPTFSNA
4113
Old Point Trust & Financial Services N A
Virginia
$241K -$3.83K -4 -2%
PPW
4114
PACK Private Wealth
Minnesota
$241K +$214K +224 New
DK
4115
David Kennon
Florida
$240K +$214K +224 New
PPH
4116
Pure Portfolios Holdings
Oregon
$240K +$213K +223 New
BC
4117
BDFS Capital
Delaware
$240K +$213K +223 New
VFIC
4118
Valley Forge Investment Consultants
Pennsylvania
$240K +$213K +223 New
MRP
4119
Measured Risk Portfolios
California
$240K +$213K +223 New
EP
4120
Essential Partners
California
$239K +$39.2K +41 +23%
4WM
4121
4J Wealth Management
Virginia
$239K +$212K +222 New
AWP
4122
Accretive Wealth Partners
New Jersey
$239K +$212K +222 New
MKA
4123
M. Kulyk & Associates
Georgia
$239K +$212K +222 New
CSF
4124
Capital Squared Financial
Maryland
$237K +$211K +221 New
HC
4125
Headland Capital
South Carolina
$236K +$210K +220 New