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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
53.85%
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
RPWA
1951
Regent Peak Wealth Advisors
Georgia
$2.96M +$87K +91 +3%
RLH
1952
RD Lewis Holdings
Florida
$2.96M +$75.5K +79 +3%
JGIA
1953
Jackson Grant Investment Advisers
Connecticut
$2.96M -$53.5K -56 -2%
PDM
1954
Penn Davis McFarland
Texas
$2.96M
BCG
1955
Breakwater Capital Group
New Jersey
$2.95M -$51.6K -54 -2%
BCM
1956
Barden Capital Management
Texas
$2.95M -$47.8K -50 -2%
NRC
1957
New Republic Capital
North Carolina
$2.95M +$1.35M +1,411 +106%
Loomis, Sayles & Company
1958
Loomis, Sayles & Company
Massachusetts
$2.94M +$958K +1,002 +58%
PPW
1959
Pasadena Private Wealth
California
$2.94M
TGAM
1960
TBH Global Asset Management
Tennessee
$2.94M +$217K +227 +9%
CCG
1961
Ceeto Capital Group
Florida
$2.93M
WPA
1962
West Paces Advisors
Georgia
$2.93M +$6.69K +7 +0.3%
Axa
1963
Axa
France
$2.93M -$435K -455 -14%
CIR
1964
Clear Investment Research
Georgia
$2.93M +$1.91K +2 +0.1%
Fuller & Thaler Asset Management
1965
Fuller & Thaler Asset Management
California
$2.93M
HA
1966
Huntleigh Advisors
Missouri
$2.92M -$24.9K -26 -0.9%
CWAG
1967
Compton Wealth Advisory Group
Virginia
$2.92M +$106K +111 +4%
LWM
1968
Lyell Wealth Management
California
$2.92M +$292K +305 +13%
TPI
1969
Trust Point Inc
Wisconsin
$2.92M +$53.5K +56 +2%
PPWM
1970
Paragon Private Wealth Management
Kentucky
$2.91M +$579K +606 +29%
AWP
1971
Abacus Wealth Partners
California
$2.91M +$2.2M +2,305 +572%
SIM
1972
SWP Investment Management
Ohio
$2.91M -$93.7K -98 -3%
PWC
1973
Pathfinder Wealth Consulting
North Carolina
$2.91M +$2.59M +2,705 New
UAM
1974
UAS Asset Management
New York
$2.9M +$2.58M +2,700 New
GIP
1975
Greatmark Investment Partners
Georgia
$2.9M +$191K +200 +8%