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Eli Lilly

4,301 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, 1,676 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
4,301
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
CT
751
Caldwell Trust
Florida
$20M
JAG
752
Journey Advisory Group
Kentucky
$19.9M
SCI
753
S&CO Inc
Massachusetts
$19.8M
SAM
754
Securian Asset Management
Minnesota
$19.8M
NCM
755
Narwhal Capital Management
Georgia
$19.8M
SAM
756
Stansberry Asset Management
Texas
$19.7M
ECM
757
Everence Capital Management
Indiana
$19.7M
WKWM
758
Walter & Keenan Wealth Management
Indiana
$19.7M
BRWA
759
B. Riley Wealth Advisors
Florida
$19.6M
GVAG
760
Great Valley Advisor Group
Delaware
$19.5M
MGAM
761
McGowan Group Asset Management
Texas
$19.5M
JGC
762
J. Goldman & Co
New York
$19.5M
PWM
763
Partnership Wealth Management
Maryland
$19.5M
FWCM
764
Ferguson Wellman Capital Management
Oregon
$19.4M
KRSITF
765
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$19.4M
LI
766
LMCG Investments
Massachusetts
$19.4M
GKIM
767
GW&K Investment Management
Massachusetts
$19.3M
SSWM
768
Smith Salley Wealth Management
North Carolina
$19.3M
SCM
769
Shelton Capital Management
Colorado
$19.2M
CWM
770
Chronos Wealth Management
Florida
$19.2M
CT
771
Coastline Trust
Rhode Island
$19.2M
JG
772
Jain Global
New York
$19.1M
PIM
773
Plato Investment Management
Australia
$19.1M
NRS
774
Neville Rodie & Shaw
New York
$19.1M
RPC
775
Rossmore Private Capital
Connecticut
$19.1M