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Eli Lilly

4,304 hedge funds and large institutions have $713B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 232 funds opening new positions, 1,915 increasing their positions, 1,677 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
4,304
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
PAM
926
Palisade Asset Management
Minnesota
$13.3M
SSWM
927
Sheets Smith Wealth Management
North Carolina
$13.3M
FT
928
Fiduciary Trust
Massachusetts
$13.2M
LPT
929
Legacy Private Trust
Wisconsin
$13.2M
SAS
930
Stelac Advisory Services
New York
$13.2M
HWAM
931
Hennion & Walsh Asset Management
New Jersey
$13.2M
IBOK
932
Independence Bank of Kentucky
Kentucky
$13.1M
LSA
933
L & S Advisors
California
$13M
SWASL
934
Spartan Wealth Advisory Services LLC
Michigan
$13M
MWM
935
Marietta Wealth Management
Georgia
$13M
BFA
936
Bragg Financial Advisors
North Carolina
$13M
JCM
937
Jacobi Capital Management
Pennsylvania
$13M
CWM
938
CMH Wealth Management
New Hampshire
$12.9M
MCC
939
Money Concepts Capital
Florida
$12.9M
VF
940
Vest Financial
Virginia
$12.9M
FAM
941
Formidable Asset Management
Ohio
$12.9M
GKWIM
942
Gerber Kawasaki Wealth & Investment Management
California
$12.8M
FB
943
Fulton Bank
Pennsylvania
$12.8M
GCM
944
GKV Capital Management
California
$12.8M
MWM
945
Meridian Wealth Management
Kentucky
$12.7M
HIP
946
HUB Investment Partners
Texas
$12.7M
SWM
947
SeaCrest Wealth Management
New York
$12.7M
KIA
948
Knollwood Investment Advisory
Maryland
$12.7M
ZAM
949
Zevin Asset Management
Massachusetts
$12.6M
WBC
950
Westpac Banking Corp
Australia
$12.6M