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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
WAM
1976
Worth Asset Management
Texas
$2.9M +$1.09M +1,142 +73%
CSPIA
1977
Cary Street Partners Investment Advisory
Virginia
$2.89M +$363K +380 +16%
SIAG
1978
Safeguard Investment Advisory Group
California
$2.88M +$89.9K +94 +4%
LAM
1979
Lummis Asset Management
Texas
$2.87M
KIG
1980
Kennedy Investment Group
New Jersey
$2.87M -$116K -121 -4%
CA
1981
Cornerstone Advisory
Maryland
$2.86M +$38.2K +40 +2%
ZF
1982
Zhang Financial
Michigan
$2.86M +$50.7K +53 +2%
FC
1983
Farringdon Capital
United Kingdom
$2.86M +$1.65M +1,721 +184%
SFP
1984
Sandbox Financial Partners
Maryland
$2.86M -$141K -147 -5%
TSS
1985
Thomas Story & Son
Indiana
$2.85M
IC
1986
Inscription Capital
Texas
$2.85M +$836K +874 +49%
BDA
1987
Borer Denton & Associates
Pennsylvania
$2.85M
DLA
1988
Douglas Lane & Associates
New York
$2.85M -$282K -295 -10%
DLCIG
1989
D.L. Carlson Investment Group
New Hampshire
$2.85M -$17.2K -18 -0.7%
AA
1990
Ancora Advisors
Ohio
$2.85M +$239K +250 +10%
TC
1991
Tenere Capital
New York
$2.83M +$2.52M +2,632 New
CWS
1992
Cypress Wealth Services
California
$2.83M -$21K -22 -0.8%
MFC
1993
Mechanics Financial Corp
Ohio
$2.82M +$26.8K +28 +1%
MAWA
1994
Moss Adams Wealth Advisors
Washington
$2.81M +$151K +158 +6%
NB
1995
Northwest Bancshares
Pennsylvania
$2.81M -$1.01M -1,060 -29%
BEW
1996
Burton Enright Welch
California
$2.81M -$88.9K -93 -3%
MAM
1997
Mystic Asset Management
Rhode Island
$2.8M -$23.9K -25 -0.9%
FCFC
1998
First Citizens Financial Corp
Iowa
$2.8M -$180K -188 -7%
HPC
1999
Hobart Private Capital
North Carolina
$2.79M -$146K -153 -6%
TAIM
2000
Te Ahumairangi Investment Management
New Zealand
$2.79M -$497K -520 -17%