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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
ETC
426
Exchange Traded Concepts
Oklahoma
$625K -$7.46K -116 -1%
SAM
427
Sompo Asset Management
Japan
$621K +$94.6K +1,470 +24%
Mercer Global Advisors
428
Mercer Global Advisors
Colorado
$618K -$1.87K -29 -0.4%
MDA
429
Minot DeBlois Advisors
Massachusetts
$607K +$42.1K +655 +10%
GI
430
GAMMA Investing
California
$606K +$250K +3,884 +107%
AMI
431
Amica Mutual Insurance
Rhode Island
$606K
NMIMC
432
Northwestern Mutual Investment Management Company
Wisconsin
$604K +$1.54K +24 +0.3%
CGH
433
Crossmark Global Holdings
Texas
$600K -$5.79K -90 -1%
YIA
434
YHB Investment Advisors
Connecticut
$599K -$3.22K -50 -0.7%
GAM
435
Generali Asset Management
Italy
$595K +$7.66K +119 +2%
NP
436
NorthRock Partners
Minnesota
$586K +$466K +7,248 New
AWA
437
Arkadios Wealth Advisors
Georgia
$570K +$454K +7,051 New
CIG
438
Cullen Investment Group
Louisiana
$558K -$190K -2,954 -30%
BMSSC
439
B. Metzler seel. Sohn & Co
Germany
$556K +$45.4K +706 +11%
AUB
440
Atlantic Union Bankshares
Virginia
$555K -$41.9K -652 -9%
CWM
441
Congress Wealth Management
Massachusetts
$552K +$440K +6,833 New
TVM
442
True Vision MN
Minnesota
$552K +$439K +6,830 New
RC
443
Rovin Capital
Arizona
$537K +$1.29K +20 +0.3%
EC
444
EntryPoint Capital
New York
$536K -$16.5K -256 -4%
UWS
445
Unique Wealth Strategies
Illinois
$535K +$198K +3,075 +87%
CIBC World Market
446
CIBC World Market
Ontario, Canada
$528K -$3.4M -52,839 -89%
BPWM
447
Badgley Phelps Wealth Managers
Washington
$518K -$515 -8 -0.1%
WIA
448
World Investment Advisors
California
$515K -$961K -14,938 -70%
WPP
449
Whalerock Point Partners
Rhode Island
$514K +$64.4K +1,001 +19%
WI
450
Wahed Invest
New York
$513K +$21.4K +333 +6%

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.