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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
OWG
2076
Oxford Wealth Group
Florida
$2.55M +$2.27M +2,373 New
NFG
2077
Northbridge Financial Group
Florida
$2.55M +$2.27M +2,370 New
HBW
2078
Hazlett, Burt & Watson
West Virginia
$2.55M +$259K +271 +13%
OFA
2079
Oak Family Advisors
Illinois
$2.53M -$231K -242 -9%
CCP
2080
Cunning Capital Partners
North Carolina
$2.52M
SAM
2081
Sagewood Asset Management
New York
$2.52M +$2.24M +2,342 New
WSA
2082
Wealth Science Advisors
Georgia
$2.52M +$2.24M +2,341 New
BWM
2083
BigSur Wealth Management
Florida
$2.51M
CH
2084
Cromwell Holdings
Wyoming
$2.51M
FCAS
2085
First Command Advisory Services
Texas
$2.51M +$909K +951 +69%
WFA
2086
Wellspring Financial Advisors
Ohio
$2.51M +$1.66M +1,731 +288%
FDW
2087
Fourth Dimension Wealth
Ohio
$2.51M
TCM
2088
Telos Capital Management
California
$2.51M -$147K -154 -6%
LFS
2089
Littlejohn Financial Services
Oregon
$2.5M -$906K -948 -29%
SWM
2090
Sculati Wealth Management
Michigan
$2.5M -$20.1K -21 -0.9%
RCM
2091
Riverpark Capital Management
New York
$2.5M -$737K -771 -25%
NWAG
2092
Net Worth Advisory Group
Utah
$2.49M +$170K +178 +8%
TF
2093
Tenon Financial
New Jersey
$2.49M -$9.56K -10 -0.4%
LT
2094
Legacy Trust
Michigan
$2.49M +$66.9K +70 +3%
OL
2095
OneFund LLC
Florida
$2.48M +$110K +115 +5%
BWP
2096
Baldwin Wealth Partners
Massachusetts
$2.48M +$32.5K +34 +1%
WA1
2097
Wimmer Associates 1
California
$2.48M +$82.2K +86 +4%
SP
2098
Symmetry Partners
Connecticut
$2.48M -$10.5K -11 -0.5%
BB
2099
Bell Bank
North Dakota
$2.48M +$518K +542 +31%
WBWA
2100
William B. Walkup & Associates
South Carolina
$2.48M