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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
PBC
2326
Pavion Blue Capital
California
$1.94M +$4.78K +5 +0.3%
KFS
2327
Kaizen Financial Strategies
California
$1.94M -$400K -418 -19%
AW
2328
Alchemi Wealth
Connecticut
$1.94M +$1.72M +1,801 New
GWA
2329
Gratus Wealth Advisors
Virginia
$1.93M +$66K +69 +4%
HHGA
2330
Halbert Hargrove Global Advisors
California
$1.93M -$43K -45 -2%
HFS
2331
Heritage Financial Services
Massachusetts
$1.93M -$25.8K -27 -1%
TIA
2332
Tiemann Investment Advisors
California
$1.93M -$7.65K -8 -0.4%
CCA
2333
Cadent Capital Advisors
Oklahoma
$1.93M +$1.18M +1,231 +217%
GAFA
2334
Garton & Associates Financial Advisors
Kentucky
$1.93M +$1.72M +1,797 New
IF
2335
Intrua Financial
Texas
$1.93M +$594K +621 +53%
ALAM
2336
Asahi Life Asset Management
Japan
$1.93M -$152K -159 -8%
AFT
2337
Alpha Family Trust
California
$1.92M
PWA
2338
Portus Wealth Advisors
North Carolina
$1.92M +$109K +114 +7%
RWM
2339
Riverbend Wealth Management
South Carolina
$1.92M +$74.6K +78 +5%
SGAM
2340
Smith Group Asset Management
Texas
$1.92M +$189K +198 +12%
HCM
2341
HMS Capital Management
Tennessee
$1.92M -$24.9K -26 -1%
PMA
2342
Prudent Man Advisors
Illinois
$1.92M +$866K +906 +103%
KWM
2343
Kingsman Wealth Management
Florida
$1.91M +$1.19M +1,243 +231%
UBV
2344
United Bank (Virginia)
Virginia
$1.91M
JWM
2345
Jupiter Wealth Management
Colorado
$1.9M +$200K +209 +13%
ECM
2346
EagleClaw Capital Management
Massachusetts
$1.9M -$47.8K -50 -3%
NCM
2347
Next Capital Management
New York
$1.9M
JBC
2348
Jefferson Bridge Capital
Tennessee
$1.89M +$1.68M +1,760 New
MWA
2349
Midland Wealth Advisors
Illinois
$1.89M -$429K -449 -20%
FFA
2350
Founders Financial Alliance
North Carolina
$1.89M +$4.78K +5 +0.3%