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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
PDM
2001
Penn Davis McFarland
Texas
$2.48M
GIP
2002
Greatmark Investment Partners
Georgia
$2.47M
SW
2003
SMART Wealth
Nebraska
$2.47M
LAM
2004
Lewis Asset Management
California
$2.47M
SFP
2005
Sandbox Financial Partners
Maryland
$2.47M
EA
2006
Everpar Advisors
Oklahoma
$2.46M
PA
2007
Probity Advisors
Texas
$2.46M
KP
2008
Keel Point
Alabama
$2.46M
GP
2009
GLR Partners
Maryland
$2.45M
PWC
2010
Pathfinder Wealth Consulting
North Carolina
$2.45M
TSS
2011
Thomas Story & Son
Indiana
$2.44M
Financial Engines Advisors
2012
Financial Engines Advisors
California
$2.44M
DLA
2013
Douglas Lane & Associates
New York
$2.44M
CCAM
2014
Cascades Capital Asset Management
North Carolina
$2.44M
BDA
2015
Borer Denton & Associates
Pennsylvania
$2.44M
MFC
2016
Mechanics Financial Corp
Ohio
$2.44M
RS
2017
R Squared
Hong Kong
$2.43M
KC
2018
Kepler Cheuvreux
$2.43M
AWM
2019
Activest Wealth Management
Florida
$2.43M
AC
2020
AXQ Capital
New Jersey
$2.43M
SAM
2021
Sagewood Asset Management
New York
$2.42M
FIC
2022
FCG Investment Company
Tennessee
$2.42M
KIG
2023
Kennedy Investment Group
New Jersey
$2.42M
BMA
2024
Brooks Moore & Associates
Tennessee
$2.41M
QPWM
2025
Quadrant Private Wealth Management
Pennsylvania
$2.4M