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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
AWA
1001
Aaron Wealth Advisors
Illinois
$13.1M +$2.1M +2,193 +22%
CCM
1002
Carderock Capital Management
Maryland
$13.1M +$977K +1,022 +9%
NSAM
1003
North Star Asset Management
Wisconsin
$13.1M -$1.28M -1,335 -10%
PVI
1004
Pine Valley Investments
New Jersey
$13.1M -$111K -116 -0.9%
SB
1005
Strategic Blueprint
Georgia
$13M -$1.99M -2,083 -15%
PWA
1006
Providence Wealth Advisors
Illinois
$13M -$122K -128 -1%
IP
1007
Indivisible Partners
Florida
$13M +$11.6M +12,102 New
OAJ
1008
Ogorek Anthony Joseph
New York
$13M -$355K -371 -3%
GKWIM
1009
Gerber Kawasaki Wealth & Investment Management
California
$13M +$2.18M +2,280 +23%
LMIM
1010
Lockheed Martin Investment Management
Maryland
$13M +$296K +310 +3%
ST
1011
Spinnaker Trust
Maine
$13M +$79.4K +83 +0.7%
PIM
1012
Penobscot Investment Management
Massachusetts
$12.9M +$73.6K +77 +0.6%
AAIM
1013
American Assets Investment Management
California
$12.9M
NA
1014
Nordwand Advisors
Pennsylvania
$12.9M +$19.1K +20 +0.2%
WC
1015
Woodstock Corp
Massachusetts
$12.8M -$25.8K -27 -0.2%
BCM
1016
Birmingham Capital Management
Alabama
$12.8M
CIG
1017
Cullen Investment Group
Louisiana
$12.8M -$242K -253 -2%
BO
1018
Bank OZK
Arkansas
$12.7M -$422K -441 -4%
REST
1019
Retail Employees Superannuation Trust
$12.7M +$11.3M +11,839 New
SC
1020
Sawyer & Company
Massachusetts
$12.6M -$72.7K -76 -0.6%
JMFC
1021
J.M. Forbes & Co
Massachusetts
$12.6M +$31.6K +33 +0.3%
HFBOT
1022
Home Federal Bank of Tennessee
Tennessee
$12.6M -$52.6K -55 -0.5%
GLR
1023
Great Lakes Retirement
Ohio
$12.6M +$127K +133 +1%
WG
1024
Wellington Group
Indiana
$12.5M +$11.1M +11,651 New
GCC
1025
Guardian Capital (Canada)
Ontario, Canada
$12.5M -$20.1K -21 -0.2%