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Estee Lauder

809 hedge funds and large institutions have $17.8B invested in Estee Lauder in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $14.2B → $17.8B (+$3.63B)

23% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 107

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 791809 (+18)

1.88% more ownership

Funds ownership: 92.03%93.91% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

6% less call options, than puts

Call options by funds: $957M | Put options by funds: $1.01B

Holders
809
Holders Change
+18
Holders Change %
+2.28%
% of All Funds
10.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
132
Increased
300
Reduced
277
Closed
107
Calls
$957M
Puts
$1.01B
Net Calls
-$57.3M
Net Calls Change
+$276M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
301
Arcadia Investment Management
Michigan
$1.68M +$196K +3,054 +17%
AF
302
Avanza Fonder
Sweden
$1.68M
Pathstone Holdings
303
Pathstone Holdings
New Jersey
$1.68M +$53.4K +830 +4%
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$1.67M +$39.4K +613 +3%
Axa
305
Axa
France
$1.66M +$1.11M +17,315 +533%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$1.65M +$19.3K +300 +1%
LGF
307
LGT Group Foundation
Liechtenstein
$1.64M +$18.4K +286 +1%
NRD
308
Nebula Research & Development
New York
$1.64M -$1.66M -25,874 -56%
William Blair & Company
309
William Blair & Company
Illinois
$1.6M +$123K +1,905 +11%
LOAMS
310
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.59M +$482K +7,490 +61%
Fisher Asset Management
311
Fisher Asset Management
Washington
$1.58M +$147K +2,284 +13%
SC
312
Stance Capital
Massachusetts
$1.55M +$1.23M +19,138 New
Janney Montgomery Scott
313
Janney Montgomery Scott
Pennsylvania
$1.51M +$664K +10,324 +123%
AAS
314
Avantax Advisory Services
Texas
$1.5M +$411K +6,387 +53%
CCM
315
Chiron Capital Management
Florida
$1.49M -$296K -4,596 -20%
BFG
316
Bleakley Financial Group
New Jersey
$1.48M +$375K +5,831 +47%
TRSOTSOK
317
Teachers Retirement System of the State of Kentucky
Kentucky
$1.48M +$19K +295 +2%
CL
318
Choreo LLC
Illinois
$1.46M -$78.4K -1,218 -6%
PPWP
319
Premier Path Wealth Partners
New Jersey
$1.45M -$30.3K -471 -3%
WW
320
Waterfront Wealth
Kansas
$1.43M +$168K +2,614 +17%
FA
321
Fiduciary Alliance
South Carolina
$1.43M +$62.5K +972 +6%
Public Sector Pension Investment Board (PSP Investments)
322
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.43M -$911K -14,166 -44%
M&T Bank
323
M&T Bank
New York
$1.43M +$38.5K +599 +4%
LCM
324
Logan Capital Management
Pennsylvania
$1.42M -$113K -1,762 -9%
MML Investors Services
325
MML Investors Services
Massachusetts
$1.41M +$15.2K +237 +1%

EL Hedge Fund Activity: Q2 2025 in Review

809 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2025, worth a combined $17.8B — up 26% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new EL positions and 107 closed out — a net gain of 25 holders — while 300 added to existing stakes and 277 trimmed.

The largest buyer was Capital World Investors, adding an estimated $413M. The largest seller was JP Morgan Chase, cutting an estimated $417M.

  • 809 institutional investors held Estee Lauder (EL) as of Q2 2025, up from 791 in Q1 2025.
  • Funds reported $17.8B of Estee Lauder stock for Q2 2025, up 26% quarter-over-quarter.
  • 132 funds opened new Estee Lauder positions in Q2 2025 and 107 closed out, a net change of +25 holders.
  • The largest Estee Lauder buyer in Q2 2025 was Capital World Investors, an estimated $413M added.
  • The largest Estee Lauder seller in Q2 2025 was JP Morgan Chase, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2025.