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Eli Lilly

4,349 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,934 increasing their positions, 1,696 reducing their positions, and 229 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: $848B → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 488376 (-112)

29% less call options, than puts

Call options by funds: $9.52B | Put options by funds: $13.4B

Holders
4,349
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
376
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

Top Buyers

1 +$1.52B
2 +$1.23B
3 +$1.08B
4
JP Morgan Chase
JP Morgan Chase
New York
+$710M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$647M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
1376
Symphony Financial
Texas
$5.79M
IIM
1377
Ipswich Investment Management
Massachusetts
$5.79M
SCA
1378
Stokes Capital Advisors
South Carolina
$5.78M
APP
1379
Avantax Planning Partners
Iowa
$5.78M
BOH
1380
Bank of Hawaii
Hawaii
$5.76M
RWA
1381
Redhawk Wealth Advisors
Minnesota
$5.76M
MA
1382
MSA Advisors
California
$5.75M
PWG
1383
Portside Wealth Group
Utah
$5.73M
MWA
1384
Meridian Wealth Advisors
Texas
$5.73M
MMPW
1385
Mitchell McLeod Pugh & Williams
Alabama
$5.72M
PMWMG
1386
Parr McKnight Wealth Management Group
Minnesota
$5.72M
BCM
1387
Beck Capital Management
Texas
$5.7M
AA
1388
Advisory Alpha
Michigan
$5.7M
SAM
1389
Smithbridge Asset Management
Pennsylvania
$5.66M
MW
1390
Maia Wealth
Colorado
$5.66M
CAI
1391
Capital Advisors Inc
Oklahoma
$5.66M
SCP
1392
Stamos Capital Partners
California
$5.64M
LTAS
1393
Linden Thomas Advisory Services
North Carolina
$5.64M
RCA
1394
Resonant Capital Advisors
Wisconsin
$5.63M
FCCM
1395
First City Capital Management
Georgia
$5.63M
LSPW
1396
Lake Street Private Wealth
Illinois
$5.61M
PCG
1397
PFC Capital Group
California
$5.59M
AWM
1398
Avior Wealth Management
Nebraska
$5.58M
FFO
1399
Fiduciary Family Office
Florida
$5.58M
SIG
1400
Sargent Investment Group
Maryland
$5.58M