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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
TW
1201
Titan Wealth
$9.21M +$8.19M +8,566 New
WWM
1202
Western Wealth Management
Colorado
$9.19M +$84.1K +88 +1%
NSIM
1203
North Star Investment Management
Illinois
$9.18M +$347K +363 +4%
AIM
1204
Allen Investment Management
New York
$9.18M +$1.85M +1,936 +29%
FAM
1205
Formidable Asset Management
Ohio
$9.18M +$969K +1,013 +9%
QI
1206
Qtron Investments
Massachusetts
$9.17M -$585K -612 -7%
OHIS
1207
Oak Harvest Investment Services
Texas
$9.14M +$402K +420 +5%
WBC
1208
West Branch Capital
Massachusetts
$9.13M +$89.9K +94 +1%
AIM
1209
Arcadia Investment Management
Michigan
$9.11M -$513K -537 -6%
LBC
1210
Lowe Brockenbrough & Co
Virginia
$9.1M +$1.67M +1,749 +26%
TCOV
1211
Trust Company of Vermont
Vermont
$9.1M -$494K -517 -6%
PT
1212
Plimoth Trust
Massachusetts
$9.09M -$42.1K -44 -0.5%
PE
1213
PCM Encore
Colorado
$9.09M +$8.08M +8,455 New
SCM
1214
Schnieders Capital Management
California
$9.07M +$11.5K +12 +0.1%
ATI
1215
Act Two Investors
California
$9.07M -$8.61K -9 -0.1%
FMB
1216
Field & Main Bank
Kentucky
$9.07M +$47.8K +50 +0.6%
SHGA
1217
Sand Hill Global Advisors
California
$9.04M -$269K -281 -3%
FLFS
1218
Family Legacy Financial Solutions
North Carolina
$9.02M -$167K -175 -2%
MIA
1219
MMBG Investment Advisors
Florida
$9M +$7.65K +8 +0.1%
CWM
1220
Cabot Wealth Management
Massachusetts
$9M -$237K -248 -3%
HWMO
1221
Heritage Wealth Management (Ohio)
Ohio
$9M -$212K -222 -3%
CAM
1222
Columbia Asset Management
Michigan
$8.97M +$337K +352 +4%
FCP
1223
Fidelis Capital Partners
Florida
$8.96M +$164K +171 +2%
Kovitz Investment Group Partners
1224
Kovitz Investment Group Partners
Illinois
$8.96M -$60.8M -63,568 -88%
DCP
1225
Davern Capital Partners
New York
$8.93M +$7.94M +8,307 New