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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
1NWS
1676
1 North Wealth Services
Maryland
$4.25M +$1.91K +2 +0.1%
HP
1677
HT Partners
Connecticut
$4.24M +$36.3K +38 +1%
NAS
1678
Nicolet Advisory Services
Wisconsin
$4.23M +$439K +459 +13%
BFO
1679
Biltmore Family Office
North Carolina
$4.23M +$644K +673 +21%
CP
1680
Cornerstone Planning
North Carolina
$4.23M +$3.78M +3,953 New
JFG
1681
Juno Financial Group
Virginia
$4.22M +$3.75M +3,926 New
PWA
1682
Pitcairn Wealth Advisors
Pennsylvania
$4.21M +$3.75M +3,917 New
ATC
1683
Adirondack Trust Company
New York
$4.21M -$142K -149 -4%
MC
1684
Machina Capital
France
$4.19M +$2.61M +2,730 +234%
BLAM
1685
Bourne Lent Asset Management
New York
$4.19M -$23.9K -25 -0.6%
EP
1686
Edgestream Partners
New Jersey
$4.19M -$2.18M -2,283 -37%
BAM
1687
Berkshire Asset Management
Pennsylvania
$4.19M -$876K -916 -19%
OL
1688
Optas LLC
Texas
$4.18M -$3.24M -3,392 -47%
PWPS
1689
Pinnacle Wealth Planning Services
Ohio
$4.17M -$14.3K -15 -0.4%
RCWM
1690
Royal Capital Wealth Management
Indiana
$4.16M -$9.56K -10 -0.3%
LB
1691
Legacy Bridge
Iowa
$4.15M +$164K +172 +5%
APW
1692
Aventura Private Wealth
Florida
$4.15M -$86.1K -90 -2%
GWM
1693
Glass Wealth Management
Texas
$4.15M +$444K +464 +14%
BOJHT
1694
Bank of Jackson Hole Trust
Wyoming
$4.14M +$139K +145 +4%
VWM
1695
Valley Wealth Managers
New Jersey
$4.13M +$177K +185 +5%
SFA
1696
Souders Financial Advisors
Ohio
$4.13M +$311K +325 +9%
MCM
1697
Manchester Capital Management
Vermont
$4.13M +$262K +274 +8%
EPM
1698
Elm Partners Management
Pennsylvania
$4.12M -$61.2K -64 -2%
VP
1699
Verum Partners
North Carolina
$4.12M -$330K -345 -8%
XWL
1700
XXI Wealth LLC
Illinois
$4.12M +$3.66M +3,832 New