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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
TNBTD
1626
Trustmark National Bank Trust Department
Mississippi
$4.54M +$478K +500 +13%
SAM
1627
Synergy Asset Management
Washington
$4.52M -$47.9M -50,043 -92%
BWA
1628
Blodgett Wealth Advisors
California
$4.51M -$244K -255 -6%
JWM
1629
Jeppson Wealth Management
California
$4.5M -$148K -155 -4%
MHIC
1630
Marble Harbor Investment Counsel
Massachusetts
$4.47M +$287K +300 +8%
WC
1631
Waterloo Capital
Texas
$4.47M +$602K +630 +18%
BRM
1632
Boston Research & Management
Massachusetts
$4.46M -$38.2K -40 -1%
FEG
1633
Financial Enhancement Group
Indiana
$4.46M +$1.78M +1,860 +82%
PCM
1634
Pennsylvania Capital Management
Pennsylvania
$4.45M -$47.8K -50 -1%
EFA
1635
Evernest Financial Advisors
Indiana
$4.45M -$403K -421 -9%
KLCM
1636
KG&L Capital Management
Louisiana
$4.45M -$180K -188 -4%
CB
1637
Community Bank
New York
$4.44M -$157K -164 -4%
EWS
1638
Eagle Wealth Strategies
New Jersey
$4.44M +$12.4K +13 +0.3%
SSA
1639
SSA Swiss Advisors
$4.42M
EFG
1640
Elm3 Financial Group
Georgia
$4.42M -$754K -789 -16%
HKAM
1641
Horizon Kinetics Asset Management
New York
$4.41M -$135K -141 -3%
PFS
1642
Physicians Financial Services
North Carolina
$4.4M +$97.5K +102 +3%
ES
1643
Eagle Strategies
New York
$4.4M +$146K +153 +4%
CCA
1644
Childress Capital Advisors
Texas
$4.39M +$783K +819 +25%
KP
1645
Keel Point
Alabama
$4.39M +$455K +476 +13%
AWM
1646
Aries Wealth Management
Maine
$4.38M -$259K -271 -6%
IIA
1647
Integral Investment Advisors
California
$4.38M +$138K +144 +4%
TFIPS
1648
Towarzystwo Funduszy Inwestycyjnych PZU SA
$4.38M +$4.78K +5 +0.1%
AIC
1649
Argus Investors Counsel
New York
$4.38M +$62.2K +65 +2%
GDP
1650
Great Diamond Partners
Maine
$4.38M -$102K -107 -3%