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Eli Lilly

4,348 hedge funds and large institutions have $714B invested in Eli Lilly in 2026 Q1 according to their latest regulatory filings, with 235 funds opening new positions, 1,933 increasing their positions, 1,696 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: 487375 (-112)

29% less call options, than puts

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

Holders
4,348
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
375
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
RPWA
1951
Regent Peak Wealth Advisors
Georgia
$2.64M
PAA
1952
Peregrine Asset Advisers
Oregon
$2.64M
NWAG
1953
Net Worth Advisory Group
Utah
$2.63M
MAWA
1954
Moss Adams Wealth Advisors
Washington
$2.63M
CD
1955
Chapin Davis
Maryland
$2.62M
SAA
1956
Southeast Asset Advisors
Georgia
$2.62M
BCM
1957
Barden Capital Management
Texas
$2.62M
GWM
1958
Greenwich Wealth Management
Connecticut
$2.61M
EP
1959
Essential Planning
New Hampshire
$2.61M
FS
1960
Ferguson Shapiro
Georgia
$2.61M
FBC
1961
Fairfield, Bush & Co
Connecticut
$2.61M
SP
1962
SmartHarvest Portfolios
Washington
$2.61M
PCM
1963
Prelude Capital Management
New York
$2.6M
SCA
1964
Sippican Capital Advisors
Massachusetts
$2.6M
AWA
1965
AmeriServ Wealth Advisors
Pennsylvania
$2.58M
FMTC
1966
Farmers & Merchants Trust Company
California
$2.58M
CSPIA
1967
Cary Street Partners Investment Advisory
Virginia
$2.58M
SGK
1968
Steigerwald Gordon & Koch
Virginia
$2.57M
PFA
1969
Pathway Financial Advisers
Indiana
$2.57M
1C
1970
111 Capital
France
$2.56M
VCAM
1971
Van Cleef Asset Management
Ohio
$2.56M
CIG
1972
Cairn Investment Group
Washington
$2.56M
SA
1973
Sovran Advisors
California
$2.55M
BPC
1974
Bearing Point Capital
Minnesota
$2.55M
SAM
1975
SP Asset Management
California
$2.55M