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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
B
976
Bailard
California
$13.7M -$606K -634 -5%
LJAC
977
L.J. Altfest & Co
New York
$13.6M -$1.06M -1,109 -8%
AFA
978
American Financial Advisors
Georgia
$13.6M -$354K -370 -3%
SFG
979
Snider Financial Group
Washington
$13.6M -$396K -414 -3%
HIP
980
HUB Investment Partners
Texas
$13.6M +$901K +942 +8%
MC
981
Middleton & Co
Massachusetts
$13.6M +$548K +573 +5%
FFA
982
Fairfield Financial Advisors
Massachusetts
$13.6M -$350K -366 -3%
PWP
983
Principle Wealth Partners
Connecticut
$13.6M +$5.61M +5,872 +86%
RWA
984
River Wealth Advisors
Pennsylvania
$13.6M +$335K +350 +3%
BBWA
985
Bell & Brown Wealth Advisors
California
$13.6M -$276K -289 -2%
TCCM
986
Timber Creek Capital Management
Massachusetts
$13.6M
SAM
987
Smithbridge Asset Management
Pennsylvania
$13.6M +$140K +146 +1%
NGA
988
Naples Global Advisors
Florida
$13.5M -$322K -337 -3%
UHC
989
Union Heritage Capital
Michigan
$13.5M -$550K -575 -4%
UCMOK
990
United Capital Management of KS
Kansas
$13.5M +$52.6K +55 +0.4%
MC
991
Mirabaud & Cie
Switzerland
$13.4M -$184K -192 -2%
GCA
992
Greenwood Capital Associates
South Carolina
$13.4M -$711K -744 -6%
ITIM
993
Indiana Trust & Investment Management
Indiana
$13.3M +$313K +327 +3%
SWP
994
Strategic Wealth Partners
Ohio
$13.3M -$1.98M -2,066 -14%
DAS
995
Dynamic Advisor Solutions
Arizona
$13.3M +$4.31M +4,503 +34%
HCA
996
Harbor Capital Advisors
Illinois
$13.3M -$17.2K -18 -0.1%
SWIG
997
Strategic Wealth Investment Group
Kentucky
$13.2M -$5.68M -5,937 -33%
OIA
998
OneDigital Investment Advisors
Kansas
$13.2M +$1.05M +1,099 +10%
ECM
999
Evergreen Capital Management
Washington
$13.1M +$1.48M +1,543 +14%
PFSC
1000
Peoples Financial Services Corp
Pennsylvania
$13.1M -$262K -274 -2%