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Eli Lilly

4,348 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, 1,933 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: $847B → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 487375 (-112)

29% less call options, than puts

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

Holders
4,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
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
IIM
1376
Ipswich Investment Management
Massachusetts
$5.79M
SCA
1377
Stokes Capital Advisors
South Carolina
$5.78M
APP
1378
Avantax Planning Partners
Iowa
$5.78M
BOH
1379
Bank of Hawaii
Hawaii
$5.76M
RWA
1380
Redhawk Wealth Advisors
Minnesota
$5.76M
MA
1381
MSA Advisors
California
$5.75M
PWG
1382
Portside Wealth Group
Utah
$5.73M
MWA
1383
Meridian Wealth Advisors
Texas
$5.73M
MMPW
1384
Mitchell McLeod Pugh & Williams
Alabama
$5.72M
PMWMG
1385
Parr McKnight Wealth Management Group
Minnesota
$5.72M
BCM
1386
Beck Capital Management
Texas
$5.7M
AA
1387
Advisory Alpha
Michigan
$5.7M
SAM
1388
Smithbridge Asset Management
Pennsylvania
$5.66M
MW
1389
Maia Wealth
Colorado
$5.66M
CAI
1390
Capital Advisors Inc
Oklahoma
$5.66M
SCP
1391
Stamos Capital Partners
California
$5.64M
LTAS
1392
Linden Thomas Advisory Services
North Carolina
$5.64M
RCA
1393
Resonant Capital Advisors
Wisconsin
$5.63M
FCCM
1394
First City Capital Management
Georgia
$5.63M
LSPW
1395
Lake Street Private Wealth
Illinois
$5.61M
PCG
1396
PFC Capital Group
California
$5.59M
AWM
1397
Avior Wealth Management
Nebraska
$5.58M
FFO
1398
Fiduciary Family Office
Florida
$5.58M
SIG
1399
Sargent Investment Group
Maryland
$5.58M
OPW
1400
Oxler Private Wealth
New York
$5.57M