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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
53.86%
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
DWA
1101
Douglass Winthrop Advisors
New York
$11M +$420K +439 +5%
BW
1102
Blalock Williams
Alabama
$10.9M +$99.4K +104 +1%
MAM
1103
Morse Asset Management
Connecticut
$10.9M -$711K -744 -7%
PDL
1104
Portfolio Design Labs
California
$10.9M -$62.2K -65 -0.6%
MB
1105
MidFirst Bank
Oklahoma
$10.9M +$9.69M +10,139 New
MG
1106
Mather Group
Illinois
$10.8M +$2.15M +2,250 +29%
BWL
1107
Bogart Wealth LLC
Virginia
$10.8M -$674K -705 -7%
FWP
1108
FAS Wealth Partners
Kansas
$10.8M +$278K +291 +3%
RFA
1109
ROI Financial Advisors
Oregon
$10.8M -$528K -552 -5%
CIC
1110
Chilton Investment Company
Connecticut
$10.8M -$2.33M -2,438 -20%
HIA
1111
Harbor Investment Advisory
Maryland
$10.8M +$148K +155 +2%
PCG
1112
Prosperity Consulting Group
Maryland
$10.8M +$133K +139 +1%
PIMJS
1113
PKO Investment Management Joint-Stock
Poland
$10.7M -$3.75M -3,926 -28%
MCM
1114
Mitchell Capital Management
Kansas
$10.7M +$3.02M +3,156 +46%
CWP
1115
CFM Wealth Partners
Texas
$10.7M -$676K -707 -7%
CWS
1116
Confluence Wealth Services
Pennsylvania
$10.7M -$5.74K -6 -0.1%
MCM
1117
Mengis Capital Management
Oregon
$10.6M +$478K +500 +5%
SWP
1118
Sagespring Wealth Partners
Tennessee
$10.6M +$1.69M +1,768 +22%
SFP
1119
Shepherd Financial Partners
Massachusetts
$10.6M +$64.1K +67 +0.7%
BPAMU
1120
BTG Pactual Asset Management US
New York
$10.5M +$3.6M +3,765 +62%
CCM
1121
Cinctive Capital Management
New York
$10.5M +$9.32M +9,746 New
MCM
1122
Mattern Capital Management
Colorado
$10.5M -$1.12M -1,169 -11%
VCM
1123
Vivaldi Capital Management
Illinois
$10.5M -$222K -232 -2%
GIC
1124
Generali Investments CEE
Czech Republic
$10.5M -$977K -1,022 -10%
GAG
1125
GM Advisory Group
New York
$10.5M -$2.27M -2,375 -20%