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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
EWM
901
Empirical Wealth Management
Washington
$16M +$278K +291 +2%
AG
902
Algert Global
California
$16M -$260K -272 -2%
MGIA
903
Moneta Group Investment Advisors
Missouri
$16M +$358K +374 +3%
SWM
904
Segment Wealth Management
Texas
$15.9M +$309K +323 +2%
LSA
905
L & S Advisors
California
$15.9M +$3.07M +3,213 +28%
RSWM
906
Robertson Stephens Wealth Management
California
$15.8M +$7.7M +8,053 +120%
PAM
907
Palisade Asset Management
Minnesota
$15.8M -$3.98M -4,162 -22%
GCM
908
GKV Capital Management
California
$15.7M -$153K -160 -1%
NL
909
NWAM LLC
Washington
$15.6M -$591K -618 -4%
BWA
910
Basecamp Wealth Advisors
Washington
$15.5M +$13.8M +14,443 New
GI
911
GLOBALT Investments
Georgia
$15.5M +$1.68M +1,760 +14%
SWM
912
SeaCrest Wealth Management
New York
$15.5M +$51.6K +54 +0.4%
LWANC
913
Laurel Wealth Advisors (North Carolina)
North Carolina
$15.4M -$623K -652 -4%
CWM
914
CMH Wealth Management
New Hampshire
$15.4M -$445K -465 -3%
CW
915
CreativeOne Wealth
Kansas
$15.4M -$328K -343 -2%
IWA
916
Icon Wealth Advisors
Texas
$15.3M -$194K -203 -1%
ACM
917
Avalon Capital Management
California
$15.3M +$8.61M +9,004 +173%
WBC
918
Westpac Banking Corp
Australia
$15.3M +$3.85M +4,030 +40%
SICM
919
Sustainable Insight Capital Management
New York
$15.2M -$4.26M -4,460 -24%
JCM
920
Jacobi Capital Management
Pennsylvania
$15.2M -$435K -455 -3%
PA
921
Profund Advisors
Maryland
$15.1M +$2.46M +2,577 +22%
MWM
922
Marietta Wealth Management
Georgia
$15.1M +$162K +169 +1%
RCM
923
RNC Capital Management
California
$15.1M -$539K -564 -4%
FT
924
Fiduciary Trust
Massachusetts
$15.1M -$413K -432 -3%
HWAM
925
Hennion & Walsh Asset Management
New Jersey
$15.1M -$411K -430 -3%