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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
FDS
1601
Freedom Day Solutions
Texas
$4.68M +$425K +444 +11%
FSA
1602
Financial Security Advisor
Virginia
$4.66M +$308K +322 +8%
ADL
1603
Asset Dedication LLC
California
$4.66M +$3.83K +4 +0.1%
SW
1604
SteelPeak Wealth
California
$4.66M -$1.78M -1,857 -30%
WAG
1605
Wiser Advisor Group
Arizona
$4.66M -$67.9K -71 -2%
EA
1606
Ellsworth Advisors
Ohio
$4.63M +$173K +181 +4%
OFS
1607
OneAscent Financial Services
Alabama
$4.63M +$495K +518 +14%
DP
1608
Dearborn Partners
Illinois
$4.63M -$365K -382 -8%
PWP
1609
Perfromance Wealth Partners
Illinois
$4.62M +$514K +538 +14%
ICP
1610
Interchange Capital Partners
Pennsylvania
$4.62M +$2.21M +2,314 +117%
BL
1611
Balentine LLC
Georgia
$4.62M +$246K +257 +6%
PWS
1612
Proactive Wealth Strategies
Georgia
$4.62M +$336K +351 +9%
PWMAG
1613
Pinnacle Wealth Management Advisory Group
New Jersey
$4.61M +$536K +561 +15%
PJWM
1614
Philip James Wealth Mangement
Georgia
$4.61M -$190K -199 -4%
TW
1615
Towerpoint Wealth
California
$4.6M -$8.61K -9 -0.2%
AW
1616
Alaethes Wealth
Nevada
$4.6M -$61.2K -64 -1%
LGA
1617
Lebenthal Global Advisors
New York
$4.6M -$2.62M -2,739 -39%
AC
1618
Arjuna Capital
North Carolina
$4.58M -$222K -232 -5%
VRM
1619
Vectors Research Management
New York
$4.58M +$956 +1 +0%
PL
1620
Parthenon LLC
Kentucky
$4.57M -$44K -46 -1%
AGC
1621
Aspen Grove Capital
Colorado
$4.57M
TBT
1622
Texas Bank & Trust
Texas
$4.56M -$88K -92 -2%
PTC
1623
Philadelphia Trust Company
Pennsylvania
$4.56M -$19.1K -20 -0.5%
RSC
1624
Red Spruce Capital
Pennsylvania
$4.56M -$57.4K -60 -1%
AWA
1625
Acumen Wealth Advisors
Tennessee
$4.54M +$4.04M +4,225 New