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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
AWM
4126
Able Wealth Management
New Jersey
$236K +$245K +256 New
SHWA
4127
Safe Harbor Wealth Advisors
Ohio
$236K +$217K +227 New
EPA
4128
Element Pointe Advisors
Florida
$235K +$209K +219 New
PFM
4129
Patton Fund Management
Texas
$235K +$209K +219 New
EWP
4130
Evergreen Wealth Partners
Montana
$235K +$209K +219 New
CIS
4131
Custom Index Systems
New York
$234K -$83.2K -87 -29%
BHWM
4132
Bay Harbor Wealth Management
Maryland
$234K +$22K +23 +12%
HCM
4133
Hall Capital Management
Rhode Island
$234K +$208K +218 New
NIA
4134
NIA Impact Advisors
California
$233K +$207K +217 New
MW
4135
Marrick Wealth
California
$233K +$207K +217 New
MPW
4136
Magnolia Private Wealth
Pennsylvania
$232K +$207K +216 New
DWS
4137
Dynamic Wealth Strategies
California
$232K +$3.83K +4 +2%
BAMG
4138
Brand Asset Management Group
Missouri
$232K +$207K +216 New
SMG
4139
Smart Money Group
Texas
$231K +$206K +215 New
TM
4140
Torren Management
California
$231K +$206K +215 New
DCM
4141
Dimension Capital Management
Florida
$231K +$206K +215 New
SHFA
4142
Sherrill & Hutchins Financial Advisory
Georgia
$231K +$206K +215 New
FFC
4143
Frederick Financial Consultants
Maryland
$230K +$205K +214 New
NIM
4144
Nicollet Investment Management
Minnesota
$230K +$205K +214 New
BP
4145
BCK Partners
New York
$230K +$205K +214 New
HIM
4146
Harbour Investment Management
Washington
$230K +$205K +214 New
WAN
4147
Wealth Advisors Northwest
Oregon
$230K +$205K +214 New
SIA
4148
Spectrum Investment Advisors
Wisconsin
$229K +$204K +213 New
SL
4149
SFM LLC
New Hampshire
$229K +$204K +213 New
KSWWM
4150
Keyes Stange & Wooten Wealth Management
Florida
$229K +$204K +213 New