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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
BFO
1526
Biltmore Family Office
North Carolina
$4.51M
IA
1527
IFC Advisors
California
$4.51M
VWA
1528
Visionary Wealth Advisors
Illinois
$4.51M
PWS
1529
Peterson Wealth Services
Utah
$4.51M
LHC
1530
Little House Capital
Massachusetts
$4.51M
MCA
1531
Magnolia Capital Advisors
Mississippi
$4.49M
LNB
1532
Ledyard National Bank
$4.48M
PWMG
1533
Prestige Wealth Management Group
New Jersey
$4.46M
CAM
1534
Carret Asset Management
New York
$4.46M
JSL
1535
JT Stratford LLC
Georgia
$4.46M
CAAS
1536
Capital Asset Advisory Services
Michigan
$4.46M
FNFDCM
1537
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.45M
BRM
1538
Boston Research & Management
Massachusetts
$4.45M
SC
1539
Schulhoff & Co
Ohio
$4.44M
RCM
1540
RB Capital Management
Nevada
$4.43M
PWM
1541
Pines Wealth Management
North Carolina
$4.43M
Loomis, Sayles & Company
1542
Loomis, Sayles & Company
Massachusetts
$4.41M
EWM
1543
EPG Wealth Management
Georgia
$4.41M
FMI
1544
Frec Markets Inc
California
$4.4M
Koshinski Asset Management
1545
Koshinski Asset Management
Illinois
$4.4M
CIAS
1546
CFS Investment Advisory Services
New Jersey
$4.39M
PWSG
1547
Pacific Wealth Strategies Group
California
$4.38M
DWA
1548
Delta Wealth Advisors
Indiana
$4.37M
RFA
1549
Resurgent Financial Advisors
Georgia
$4.36M
BM
1550
Bridger Management
New York
$4.36M