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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
EWA
1751
Etesian Wealth Advisors
Oregon
$3.82M -$36.3K -38 -1%
ORG
1752
Optimist Retirement Group
Washington
$3.82M -$78.4K -82 -2%
KCPG
1753
Kavar Capital Partners Group
Kansas
$3.82M +$10.5K +11 +0.3%
IIC
1754
Integrated Investment Consultants
Michigan
$3.81M +$1.33M +1,391 +65%
BEAM
1755
Baker Ellis Asset Management
Washington
$3.8M +$71.7K +75 +2%
GSEP
1756
Golden State Equity Partners
California
$3.8M +$421K +440 +14%
RLWM
1757
RF&L Wealth Management
Massachusetts
$3.79M -$142K -149 -4%
MWM
1758
Marion Wealth Management
Pennsylvania
$3.79M +$61.2K +64 +2%
MO
1759
McMillan Office
Michigan
$3.78M +$3.37M +3,521 New
AWMI
1760
Aegis Wealth Management (Iowa)
Iowa
$3.78M +$3.36M +3,516 New
BCI
1761
Blue Capital Inc
Nebraska
$3.77M +$3.83K +4 +0.1%
RA
1762
Rockingstone Advisors
Massachusetts
$3.76M +$432K +452 +15%
SC
1763
Searle & Co
Connecticut
$3.76M
CIM
1764
Chapman Investment Management
California
$3.75M +$4.78K +5 +0.1%
CAG
1765
Csenge Advisory Group
Florida
$3.75M -$401K -419 -11%
TFG
1766
Taylor Financial Group
Virginia
$3.75M -$69.8K -73 -2%
OPCM
1767
Osborne Partners Capital Management
California
$3.74M +$4.78K +5 +0.1%
CSIC
1768
Clifford Swan Investment Counsel
California
$3.74M -$80.3K -84 -2%
KAS
1769
KPP Advisory Services
Kentucky
$3.73M -$394K -412 -11%
LIA
1770
LBMC Investment Advisors
Tennessee
$3.73M
AAM
1771
Aureus Asset Management
Massachusetts
$3.72M -$89.9K -94 -3%
NME
1772
Notis-McConarty Edward
$3.72M +$995K +1,041 +43%
JF
1773
Jump Financial
Illinois
$3.72M -$4.76M -4,973 -59%
LA
1774
LVW Advisors
New York
$3.71M +$160K +167 +5%
GSIAS
1775
Garden State Investment Advisory Services
New Jersey
$3.71M +$240K +251 +8%