We are live on ! Find out more
LLY icon

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
PA
2301
PFW Advisors
Georgia
$1.99M -$70.8K -74 -4%
AWC
2302
Abundance Wealth Counselors
Pennsylvania
$1.99M -$48.8K -51 -3%
MFGM
2303
Marshall Financial Group (Maryland)
Maryland
$1.98M -$1.16M -1,210 -40%
SRA
2304
Secured Retirement Advisors
Minnesota
$1.98M +$143K +150 +9%
BCMLT
2305
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.98M +$120K +126 +7%
IPW
2306
Impact Partnership Wealth
Georgia
$1.98M +$1.48M +1,546 +521%
SHF
2307
Safe Harbor Fiduciary
Florida
$1.98M +$1.76M +1,842 New
RS
2308
Rakuten Securities
Japan
$1.98M -$3.28M -3,426 -65%
CSA
2309
Cottage Street Advisors
Massachusetts
$1.98M -$861K -900 -33%
LC
2310
LCNB Corp
Ohio
$1.97M +$57.4K +60 +3%
BCM
2311
Bannerstone Capital Management
Minnesota
$1.97M +$1.75M +1,830 New
AA
2312
Apriem Advisors
California
$1.97M -$106K -111 -6%
WWM
2313
Whalen Wealth Management
Nevada
$1.97M -$690K -722 -28%
MCM
2314
Mill Capital Management
North Carolina
$1.96M +$24.9K +26 +1%
IPWA
2315
International Private Wealth Advisors
California
$1.96M -$1.16M -1,214 -40%
RPGK
2316
Retirement Planning Group (Kansas)
Kansas
$1.96M +$311K +325 +22%
VHAM
2317
Van Hulzen Asset Management
California
$1.96M -$74.6K -78 -4%
MFS
2318
Mattson Financial Services
Michigan
$1.96M +$1.74M +1,820 New
SFS
2319
Summit Financial Strategies
Ohio
$1.96M -$105K -110 -6%
SFG
2320
Strive Financial Group
Indiana
$1.95M +$1.73M +1,814 New
SA
2321
Sovran Advisors
California
$1.95M -$215K -225 -11%
ISFAN
2322
Investor's Fiduciary Advisor Network
Washington
$1.95M -$402K -420 -19%
CP
2323
Canopy Partners
Ohio
$1.94M +$53.5K +56 +3%
SMA
2324
Seven Mile Advisory
New Jersey
$1.94M -$12.4K -13 -0.7%
UAML
2325
US Asset Management LLC
Pennsylvania
$1.94M -$11.5K -12 -0.7%