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Eli Lilly

4,340 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 234 funds opening new positions, 1,932 increasing their positions, 1,691 reducing their positions, and 229 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 → $714B (-$134B)

23% less funds holding in top 10

Funds holding in top 10: 486374 (-112)

29% less call options, than puts

Call options by funds: $9.52B | Put options by funds: $13.4B

Holders
4,340
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
374
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

Top Buyers

1 +$1.52B
2 +$1.23B
3 +$1.08B
4
JP Morgan Chase
JP Morgan Chase
New York
+$710M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$647M
Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1851
Cerro Pacific Wealth Advisors
California
$2.99M
OCM
1852
One Capital Management
California
$2.98M
ESBC
1853
E.S. Barr & Co
Kentucky
$2.98M
RGF
1854
Retirement Guys Formula
Ohio
$2.97M
VDI
1855
Vaughan David Investments
Illinois
$2.97M
RFN
1856
RDA Financial Network
Iowa
$2.96M
KCIC
1857
Kuhn & Co Investment Counsel
Illinois
$2.96M
SAM
1858
Sompo Asset Management
Japan
$2.95M
GA
1859
GoalVest Advisory
New York
$2.95M
FCA
1860
Fortis Capital Advisors
Kansas
$2.95M
OHIS
1861
Oak Harvest Investment Services
Texas
$2.94M
GIS
1862
Graphene Investments SAS
France
$2.94M
MIM
1863
Moseley Investment Management
Florida
$2.94M
ORG
1864
Optimist Retirement Group
Washington
$2.94M
CAC
1865
Certified Advisory Corp
Florida
$2.93M
LFA
1866
Legacy Financial Advisors
Kentucky
$2.93M
RZH
1867
Relyea Zuckerberg Hanson
Connecticut
$2.93M
BTW
1868
Boston Trust Walden
Massachusetts
$2.93M
IIM
1869
Intact Investment Management
Quebec, Canada
$2.92M
CWG
1870
Crown Wealth Group
North Carolina
$2.92M
HNW
1871
High Note Wealth
Minnesota
$2.92M
1IA
1872
1834 Investment Advisors
Wisconsin
$2.92M
MKA
1873
M. Kulyk & Associates
Georgia
$2.92M
SG
1874
Somerset Group
Minnesota
$2.92M
PWAM
1875
Papamarkou Wellner Asset Management
New York
$2.91M