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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
PFA
2026
Pathway Financial Advisers
Indiana
$2.7M -$22K -23 -0.9%
SWM
2027
SHP Wealth Management
Massachusetts
$2.7M +$2.4M +2,508 New
QPWM
2028
Quadrant Private Wealth Management
Pennsylvania
$2.69M +$219K +229 +10%
GLLW
2029
Graves Light Lenhart Wealth
Virginia
$2.69M
APC
2030
Aspire Private Capital
North Carolina
$2.69M -$203K -212 -8%
CPL
2031
Capital & Planning LLC
Georgia
$2.69M -$8.23M -8,611 -77%
MA
2032
MSA Advisors
California
$2.69M
PG
2033
Patten Group
Tennessee
$2.69M +$43K +45 +2%
TWP
2034
Triad Wealth Partners
Kansas
$2.68M +$1.28M +1,335 +115%
PTP
2035
Platform Technology Partners
New York
$2.66M -$315K -329 -12%
FWM
2036
Forteris Wealth Management
New York
$2.65M +$2.36M +2,470 New
MCM
2037
MV Capital Management
Maryland
$2.65M +$9.56K +10 +0.4%
GIA
2038
Guyasuta Investment Advisors
Pennsylvania
$2.65M -$28.7K -30 -1%
IIL
2039
Income Insurance Ltd
$2.65M +$2.36M +2,467 New
HI
2040
Hendershot Investments
Virginia
$2.64M -$81.3K -85 -3%
SCP
2041
Sivia Capital Partners
California
$2.64M +$169K +177 +8%
PSB
2042
Passumpsic Savings Bank
Vermont
$2.63M +$2.34M +2,448 New
AGA
2043
Accuvest Global Advisors
Utah
$2.62M +$2.33M +2,439 New
ECA
2044
Elevate Capital Advisors
Colorado
$2.61M +$1.7M +1,781 +274%
JGUA
2045
John G. Ullman & Associates
New York
$2.61M -$394K -412 -14%
MCM
2046
Monument Capital Management
Virginia
$2.61M +$11.5K +12 +0.5%
IB
2047
Iyo Bank
Japan
$2.61M
FWM
2048
Forza Wealth Management
Florida
$2.6M -$44K -46 -2%
TAM
2049
Tealwood Asset Management
Minnesota
$2.6M -$88K -92 -4%
WWM
2050
Wolff Wiese Magana
California
$2.6M +$3.83K +4 +0.2%