Eli Lilly & Co. (LLY) — Hedge Fund Ownership Q4 2025
LLY
- Eli Lilly & Co. (LLY) is held by 6 of 81 tracked hedge funds, with Polen Capital Management (6%) and Jensen Investment Management (4%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest decreases in LLY holdings came from Polen Capital Management (-23%) and Jensen Investment Management (-46%), suggesting profit-taking or de-risking.
- Overall, hedge funds decreased exposure to Eli Lilly & Co. (LLY) by -24% vs the prior quarter and -3% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Polen Capital Management
|
5.72% | 1.2M | -23.22% | -3.81% | $1.34B | $1,074.68 | — |
| 2 |
Jensen Investment Management
|
4.22% | 250K | -46.13% | — | $268.5M | $1,074.68 | — |
| 3 |
Mairs & Power
|
3.57% | 345K | -3.58% | +1.79% | $371.1M | $1,074.68 | — |
| 4 |
Torray Investment Partners Robert Torray
|
0.06% | 398 | — | — | $427,723 | $1,074.68 | — |
| 5 |
Matrix Asset Advisors David Katz
|
0.03% | 325 | -0.91% | +7.62% | $349,751 | $1,076.16 | — |
| 6 |
Dodge & Cox
|
0.02% | 42K | -2.06% | -5.15% | $45.7M | $1,074.68 | — |
| 6 | Total | — | 1.9M | -24.29% | -2.71% | $2.03B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.