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Eli Lilly

4,305 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, 1,916 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: 483370 (-113)

29% less call options, than puts

Call options by funds: $9.52B | Put options by funds: $13.4B

Holders
4,305
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
370
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
PWP
1001
Principle Wealth Partners
Connecticut
$11.2M
WGL
1002
Wellington Grp LLC
Indiana
$11.2M
SWIG
1003
Strategic Wealth Investment Group
Kentucky
$11.1M
WC
1004
Woodstock Corp
Massachusetts
$11.1M
PIM
1005
Penobscot Investment Management
Massachusetts
$11.1M
RWA
1006
River Wealth Advisors
Pennsylvania
$11.1M
QIM
1007
Quest Investment Management
Oregon
$11.1M
GCA
1008
Greenwood Capital Associates
South Carolina
$11M
AAIM
1009
American Assets Investment Management
California
$11M
BO
1010
Bank OZK
Arkansas
$11M
BPAMU
1011
BTG Pactual Asset Management US
New York
$11M
SC
1012
SouthState Corp
Florida
$10.9M
JMFC
1013
J.M. Forbes & Co
Massachusetts
$10.9M
CIG
1014
Cullen Investment Group
Louisiana
$10.9M
NA
1015
Nordwand Advisors
Pennsylvania
$10.8M
LJAC
1016
L.J. Altfest & Co
New York
$10.8M
CIC
1017
Carnegie Investment Counsel
Ohio
$10.8M
JIC
1018
Joel Isaacson & Co
New York
$10.8M
ANTB
1019
AMG National Trust Bank
Colorado
$10.7M
PL
1020
Plancorp LLC
Missouri
$10.7M
SC
1021
Sawyer & Company
Massachusetts
$10.7M
IB
1022
Intrust Bank
Kansas
$10.7M
IFG
1023
Independent Financial Group
California
$10.7M
NSAM
1024
North Star Asset Management
Wisconsin
$10.7M
GLR
1025
Great Lakes Retirement
Ohio
$10.6M