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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
SFP
2001
Sandbox Financial Partners
Maryland
$2.47M
EA
2002
Everpar Advisors
Oklahoma
$2.46M
PA
2003
Probity Advisors
Texas
$2.46M
KP
2004
Keel Point
Alabama
$2.46M
GP
2005
GLR Partners
Maryland
$2.45M
PWC
2006
Pathfinder Wealth Consulting
North Carolina
$2.45M
TSS
2007
Thomas Story & Son
Indiana
$2.44M
Financial Engines Advisors
2008
Financial Engines Advisors
California
$2.44M
DLA
2009
Douglas Lane & Associates
New York
$2.44M
CCAM
2010
Cascades Capital Asset Management
North Carolina
$2.44M
BDA
2011
Borer Denton & Associates
Pennsylvania
$2.44M
MFC
2012
Mechanics Financial Corp
Ohio
$2.44M
RS
2013
R Squared
Hong Kong
$2.43M
KC
2014
Kepler Cheuvreux
$2.43M
AWM
2015
Activest Wealth Management
Florida
$2.43M
AC
2016
AXQ Capital
New Jersey
$2.43M
SAM
2017
Sagewood Asset Management
New York
$2.42M
FIC
2018
FCG Investment Company
Tennessee
$2.42M
KIG
2019
Kennedy Investment Group
New Jersey
$2.42M
BMA
2020
Brooks Moore & Associates
Tennessee
$2.41M
QPWM
2021
Quadrant Private Wealth Management
Pennsylvania
$2.4M
HPC
2022
Hobart Private Capital
North Carolina
$2.4M
MAM
2023
Mystic Asset Management
Rhode Island
$2.4M
SIA
2024
Strategic Investment Advisors
Michigan
$2.4M
SIAG
2025
Safeguard Investment Advisory Group
California
$2.39M