LLY icon

Eli Lilly

3,251 hedge funds and large institutions have $464B invested in Eli Lilly in 2023 Q4 according to their latest regulatory filings, with 433 funds opening new positions, 1,210 increasing their positions, 1,229 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,251
Holders Change
+293
Holders Change %
+9.91%
% of All Funds
47.65%
Holding in Top 10
301
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.41%
New
433
Increased
1,210
Reduced
1,229
Closed
96
Calls
$4.99B
Puts
$5.55B
Net Calls
-$558M
Net Calls Change
-$245M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
2001
Virtue Capital Management
Tennessee
$1.01M +$1.85K +3 +0.2%
ARG
2002
Advisory Resource Group
Oklahoma
$1.01M +$652K +1,118 +183%
CMI
2003
Clare Market Investments
Texas
$1.01M +$16.3K +28 +2%
LWM
2004
Lakeridge Wealth Management
Ohio
$1.01M +$1.01M +1,726 New
SCM
2005
Seascape Capital Management
New Hampshire
$1.01M -$1.75K -3 -0.2%
CCM
2006
Canal Capital Management
Virginia
$1.01M +$18.7K +32 +2%
RCM
2007
Riverpark Capital Management
New York
$1M +$428K +735 +74%
CNB
2008
Camden National Bank
Maine
$1M -$23.9K -41 -2%
FFO
2009
Fiduciary Family Office
Florida
$1M +$1M +1,717 New
RWA
2010
River Wealth Advisors
Pennsylvania
$1M +$487K +835 +95%
CF
2011
Cantor Fitzgerald
New York
$1M -$9.34M -16,022 -90%
OAM
2012
Occidental Asset Management
California
$1M -$68.2K -117 -6%
TDC
2013
Thompson Davis & Co
Virginia
$1,000K -$501K -860 -33%
TCM
2014
Tributary Capital Management
Nebraska
$1,000K -$143K -245 -13%
SPWG
2015
Sage Private Wealth Group
Illinois
$997K +$997K +1,711 New
AWM
2016
Atticus Wealth Management
Florida
$995K -$78.7K -135 -7%
GWM
2017
Gray Wealth Management
Maine
$993K +$6.99K +12 +0.7%
AC
2018
Apella Capital
Connecticut
$986K -$6.76K -11 -0.7%
FCA
2019
FinTrust Capital Advisors
South Carolina
$983K -$20.4K -35 -2%
NG
2020
Norden Group
Utah
$980K -$20.4K -35 -2%
WA
2021
Wealthstream Advisors
New York
$977K +$446K +766 +84%
ECM
2022
Exchange Capital Management
Michigan
$976K +$281K +482 +40%
ZF
2023
Zhang Financial
Michigan
$975K +$19.8K +34 +2%
FWTB
2024
First Western Trust Bank
Colorado
$973K +$54.2K +93 +6%
WWP
2025
WR Wealth Planners
Missouri
$971K -$29.1K -50 -3%