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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
VFM
1226
Viking Fund Management
North Dakota
$8.92M -$2.58M -2,700 -25%
DA
1227
DCF Advisers
Connecticut
$8.92M
EC
1228
Enhancing Capital
Pennsylvania
$8.92M
IA
1229
Integrity Alliance
Iowa
$8.91M +$3.84M +4,011 +94%
FFWA
1230
FRG Family Wealth Advisors
Washington
$8.91M
KWA
1231
Kingswood Wealth Advisors
California
$8.88M +$1.16M +1,211 +17%
MJP
1232
Michael J. Puzo
$8.84M +$636K +665 +9%
BCB
1233
Brian C. Broderick
$8.83M +$688K +720 +10%
PWG
1234
Portside Wealth Group
Utah
$8.83M -$446K -466 -5%
WFM
1235
Wolff Financial Management
Michigan
$8.81M
AAG
1236
Armstrong Advisory Group
Massachusetts
$8.8M -$552K -577 -7%
SACTSONJ
1237
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$8.8M -$105K -110 -1%
AWP
1238
Ascent Wealth Partners
New York
$8.78M +$38.2K +40 +0.5%
GS
1239
GTS Securities
New York
$8.75M +$3.41M +3,571 +78%
CT
1240
Chicago Trust
Illinois
$8.74M -$266K -278 -3%
SPG
1241
Strategic Planning Group
Utah
$8.74M +$7.78M +8,132 New
CCM
1242
Cohen Capital Management
California
$8.65M -$287K -300 -4%
TWA
1243
TCI Wealth Advisors
Arizona
$8.65M -$34.4K -36 -0.4%
CCP
1244
Clarkston Capital Partners
Michigan
$8.65M -$1.91M -2,000 -20%
YIA
1245
YHB Investment Advisors
Connecticut
$8.63M +$552K +577 +8%
AFG
1246
Allegheny Financial Group
Pennsylvania
$8.6M -$58.3K -61 -0.8%
DFCM
1247
Dark Forest Capital Management
Puerto Rico
$8.58M -$1.27M -1,332 -14%
PCTC
1248
Perkins Coie Trust Company
Washington
$8.57M +$267K +279 +4%
CA
1249
Cullinan Associates
Kentucky
$8.57M -$923K -965 -11%
MSK
1250
Melissa S. Kampmann
$8.55M -$58.3K -61 -0.8%