We are live on ! Find out more
LLY icon

Eli Lilly

4,428 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: 3,8974,428 (+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
4,428
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
FLI
1301
Family Legacy Inc
South Carolina
$7.74M -$56.4K -59 -0.8%
RC
1302
Roundview Capital
New Jersey
$7.74M +$894K +935 +15%
GWMI
1303
Guardian Wealth Management (Illinois)
Illinois
$7.72M +$37.3K +39 +0.5%
BTD
1304
BankPlus Trust Department
Mississippi
$7.71M -$185K -194 -3%
Q
1305
QVR
California
$7.71M +$6.2M +6,487 +940%
IWA
1306
IBEX Wealth Advisors
New Jersey
$7.7M +$457K +478 +7%
VA
1307
VestGen Advisors
Illinois
$7.7M -$4.85M -5,075 -41%
PNAA
1308
Pictet North America Advisors
Switzerland
$7.69M +$16.3K +17 +0.2%
SMA
1309
Sage Mountain Advisors
Georgia
$7.66M +$55.5K +58 +0.8%
WETS
1310
Wealth Enhancement Trust Services
South Dakota
$7.66M +$6.82M +7,132 New
EWA
1311
EverSource Wealth Advisors
Alabama
$7.66M +$701K +733 +11%
TPWA
1312
TRUE Private Wealth Advisors
Oregon
$7.66M -$253K -265 -4%
FG
1313
Fiduciary Group
Georgia
$7.65M -$215K -225 -3%
DA
1314
Dillon & Associates
Michigan
$7.64M +$1.09M +1,138 +19%
DWM
1315
Diversify Wealth Management
Utah
$7.61M -$333K -348 -5%
IIM
1316
Ipswich Investment Management
Massachusetts
$7.59M +$61.2K +64 +0.9%
RMC
1317
Resources Management Corp
Connecticut
$7.57M +$85.1K +89 +1%
BOH
1318
Bank of Hawaii
Hawaii
$7.56M -$426K -445 -6%
SIA
1319
Schear Investment Advisers
Ohio
$7.55M -$59.3K -62 -0.9%
SQA
1320
Simon Quick Advisors
New Jersey
$7.54M +$2.12M +2,221 +46%
BF
1321
bLong Financial
Tennessee
$7.54M
SGH
1322
Sivik Global Healthcare
Connecticut
$7.52M -$2.87M -3,000 -30%
PWM
1323
Pathway Wealth Management
Texas
$7.52M +$6.69M +6,998 New
TL
1324
Tradewinds LLC
North Carolina
$7.5M +$30.6K +32 +0.5%
LFAS
1325
Level Four Advisory Services
Texas
$7.49M +$789K +825 +13%