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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
GWMR
801
GC Wealth Management RIA
Massachusetts
$21.1M -$6.36M -6,653 -25%
BCM
802
BlueCrest Capital Management
Jersey
$21.1M -$29.5M -30,868 -61%
QP
803
Quilter Plc
United Kingdom
$20.9M +$783K +819 +4%
BP
804
Ballentine Partners
Massachusetts
$20.8M +$460K +481 +3%
SA
805
Sage Advisors
Colorado
$20.8M -$31.6K -33 -0.2%
MAS
806
Meeder Advisory Services
Ohio
$20.8M +$1.93M +2,023 +12%
CIA
807
Covington Investment Advisors
Pennsylvania
$20.8M -$2.51M -2,624 -12%
WT
808
Washington Trust
Rhode Island
$20.7M +$469K +491 +3%
WI
809
Wahed Invest
New York
$20.7M +$18.4M +19,285 New
RCYC
810
Richard C. Young & Co
Rhode Island
$20.7M +$1.04M +1,091 +6%
NRS
811
Neville Rodie & Shaw
New York
$20.6M +$4.82M +5,041 +36%
CA
812
Callahan Advisors
Texas
$20.6M +$447K +468 +3%
RMA
813
Roffman Miller Associates
Pennsylvania
$20.6M +$2.51M +2,629 +16%
BIAS
814
Beacon Investment Advisory Services
New Jersey
$20.5M -$1.03M -1,080 -5%
SIC
815
SJS Investment Consulting
Ohio
$20.5M +$49.7K +52 +0.3%
RT
816
Rockland Trust
Massachusetts
$20.4M -$472K -494 -3%
GVAG
817
Great Valley Advisor Group
Delaware
$20.4M -$578K -605 -3%
TRCT
818
Tower Research Capital (TRC)
New York
$20.4M +$8.01M +8,372 +79%
FTWA
819
Fifth Third Wealth Advisors
Ohio
$20.4M +$401K +419 +2%
SPC
820
Spirepoint Private Client
Florida
$20.4M +$2.01M +2,098 +12%
M
821
Mirova
France
$20.4M -$3.04M -3,184 -14%
BFO
822
Boston Family Office
Massachusetts
$20.4M +$16.3K +17 +0.1%
WPW
823
Warther Private Wealth
Ohio
$20.3M -$3.06M -3,197 -14%
SCM
824
Shelton Capital Management
Colorado
$20.2M +$2.1M +2,200 +13%
CNTOF
825
Canandaigua National Trust of Florida
New York
$20.1M +$23.9K +25 +0.1%