We are live on ! Find out more
LLY icon

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
53.85%
Holding in Top 10
488
Holding in Top 10 Change
+234
Holding in Top 10 Change %
+92.13%
% of All Funds
5.93%
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
VWM
1851
Vermillion Wealth Management
Minnesota
$3.38M +$152K +159 +5%
CIM
1852
Contravisory Investment Management
Massachusetts
$3.37M +$101K +106 +3%
JRPIM
1853
Journey Retirement Planning & Investment Management
Idaho
$3.37M +$3M +3,136 New
LFS
1854
Lighthouse Financial Services
California
$3.37M +$3M +3,137 New
CA
1855
Claro Advisors
Massachusetts
$3.37M +$54.5K +57 +2%
CICC
1856
Capital Investment Counsel (Colorado)
Colorado
$3.36M +$142K +149 +5%
WP
1857
WealthShield Partners
North Carolina
$3.36M -$41.1K -43 -1%
MSA
1858
Marino Stram & Associates
Massachusetts
$3.34M -$826K -864 -22%
FFO
1859
Fortitude Family Office
Arizona
$3.34M +$16.3K +17 +0.5%
LWL
1860
Leo Wealth LLC
Texas
$3.34M +$1.05M +1,100 +55%
SP
1861
Stonebrook Private
Michigan
$3.34M +$253K +265 +9%
DWM
1862
Dynasty Wealth Management
Florida
$3.34M +$2.08M +2,180 +236%
NCM
1863
NCM Capital Management
New Jersey
$3.34M -$134K -140 -4%
TWP
1864
Tyche Wealth Partners
Texas
$3.33M -$1.93M -2,015 -39%
CA
1865
CGN Advisors
Kansas
$3.32M -$249K -260 -8%
RRA
1866
Red Reef Advisors
Florida
$3.32M +$2.96M +3,092 New
AA
1867
Alta Advisers
United Kingdom
$3.31M -$994K -1,040 -25%
BB
1868
Berkshire Bank
Massachusetts
$3.31M
Financial Engines Advisors
1869
Financial Engines Advisors
California
$3.3M +$81.3K +85 +3%
SOAMC
1870
Spirit of America Management Corp
New York
$3.29M -$287K -300 -9%
BAM
1871
Bell Asset Management
Australia
$3.28M -$3.89M -4,072 -57%
AW
1872
Alteri Wealth
California
$3.27M -$103K -108 -3%
GA
1873
Greenspring Advisors
Maryland
$3.27M +$2.43M +2,541 +508%
EA
1874
Everpar Advisors
Oklahoma
$3.27M +$288K +301 +11%
PWAM
1875
Papamarkou Wellner Asset Management
New York
$3.26M -$2.87K -3 -0.1%