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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
BDL
1401
Bey-Douglas LLC
Georgia
$6.42M +$1.08M +1,125 +23%
TPM
1402
Triasima Portfolio Management
Quebec, Canada
$6.42M +$5.71M +5,970 New
WIM
1403
WealthPlan Investment Management
Nebraska
$6.4M +$3.73M +3,905 +190%
VCM
1404
Vision Capital Management
Oregon
$6.37M -$95.6K -100 -2%
I
1405
InvesTrust
Oklahoma
$6.35M -$575K -601 -9%
RBC
1406
Romano Brothers & Co
Illinois
$6.35M -$151K -158 -3%
BMC
1407
Beaton Management Company
Massachusetts
$6.35M -$19.1K -20 -0.3%
TCM
1408
Tufton Capital Management
Maryland
$6.33M +$150K +157 +3%
PCG
1409
PFC Capital Group
California
$6.33M +$34.4K +36 +0.6%
CAAS
1410
Capital Asset Advisory Services
Michigan
$6.31M -$482K -504 -8%
HIM
1411
Hillsdale Investment Management
Ontario, Canada
$6.29M +$2.01M +2,107 +56%
CBT
1412
Crews Bank & Trust
Florida
$6.29M -$117K -122 -2%
WSCM
1413
Wellington Shields Capital Management
New York
$6.28M -$28.7K -30 -0.5%
T
1414
TOBAM
France
$6.22M +$2.63M +2,755 +91%
SFO
1415
Stenger Family Office
Illinois
$6.21M +$2.05M +2,144 +59%
AMBIA
1416
Allen Mooney & Barnes Investment Advisors
Georgia
$6.18M +$605K +633 +12%
AWM
1417
Arista Wealth Management
Nevada
$6.18M -$280K -293 -5%
FDS
1418
First Dallas Securities
Texas
$6.18M -$182K -190 -3%
IP
1419
Investment Partners
Ohio
$6.17M -$388K -406 -7%
IFWM
1420
Institute for Wealth Management
Colorado
$6.16M -$44.9K -47 -0.8%
SWK
1421
Stephen W. Kidder
$6.16M +$1.57M +1,641 +40%
FBFS
1422
First Business Financial Services
Wisconsin
$6.15M +$113K +118 +2%
ACM
1423
Accent Capital Management
Ohio
$6.15M -$91.8K -96 -2%
SMC
1424
Smith, Moore & Co
Missouri
$6.14M -$429K -449 -7%
RCA
1425
Resonant Capital Advisors
Wisconsin
$6.14M +$154K +161 +3%