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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, 1,917 increasing their positions, 1,676 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
MCWS
1351
McKinley Carter Wealth Services
West Virginia
$5.92M
FBFS
1352
First Business Financial Services
Wisconsin
$5.9M
SWM
1353
StoneCrest Wealth Management
Arizona
$5.87M
SFO
1354
Stenger Family Office
Illinois
$5.86M
HCM
1355
Harvey Capital Management
Florida
$5.86M
BOPW
1356
Brandywine Oak Private Wealth
Pennsylvania
$5.86M
SAM
1357
Silvercrest Asset Management
New York
$5.86M
W
1358
Wealthquest
Ohio
$5.85M
SAM
1359
Sectoral Asset Management
Quebec, Canada
$5.84M
AA
1360
Altrafin AG
$5.84M
TPM
1361
Triasima Portfolio Management
Quebec, Canada
$5.84M
FFA
1362
First Foundation Advisors
California
$5.84M
BAM
1363
Belpointe Asset Management
Nevada
$5.81M
SF
1364
Symphony Financial
Texas
$5.79M
IIM
1365
Ipswich Investment Management
Massachusetts
$5.79M
SCA
1366
Stokes Capital Advisors
South Carolina
$5.78M
APP
1367
Avantax Planning Partners
Iowa
$5.78M
BOH
1368
Bank of Hawaii
Hawaii
$5.76M
RWA
1369
Redhawk Wealth Advisors
Minnesota
$5.76M
MA
1370
MSA Advisors
California
$5.75M
PWG
1371
Portside Wealth Group
Utah
$5.73M
MWA
1372
Meridian Wealth Advisors
Texas
$5.73M
MMPW
1373
Mitchell McLeod Pugh & Williams
Alabama
$5.72M
PMWMG
1374
Parr McKnight Wealth Management Group
Minnesota
$5.72M
BCM
1375
Beck Capital Management
Texas
$5.7M