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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
EWA
451
Exencial Wealth Advisors
Oklahoma
$507K -$6.62M -102,878 -94%
KRSITF
452
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$507K -$28K -435 -6%
LAM
453
LECAP Asset Management
United Kingdom
$505K -$2.27M -35,297 -85%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$501K -$25.8K -401 -6%
AI
455
Atria Investments
North Carolina
$497K +$73K +1,135 +23%
QCM
456
QRG Capital Management
Illinois
$490K -$3.6K -56 -0.9%
Focus Partners Wealth
457
Focus Partners Wealth
Massachusetts
$486K +$189K +2,934 +95%
RP
458
Riverwater Partners
Wisconsin
$484K -$5.08K -79 -1%
SFI
459
Siemens Fonds Invest
Germany
$482K +$34.7K +540 +10%
LWAM
460
Legacy Wealth Asset Management
Minnesota
$481K +$8.3K +129 +2%
IWM
461
IHT Wealth Management
Illinois
$477K +$135K +2,098 +55%
CAM
462
Close Asset Management
United Kingdom
$475K -$1.09M -16,975 -74%
EPIM
463
Evelyn Partners Investment Management
$470K -$125K -1,950 -25%
IAS
464
Insigneo Advisory Services
Florida
$470K +$30.8K +479 +9%
VA
465
Vident Advisory
Georgia
$470K +$83.1K +1,292 +29%
CCM
466
Coldstream Capital Management
Washington
$466K -$15.6K -243 -4%
IMCOOI
467
Investment Management Corp of Ontario (IMCO)
Canada
$465K -$51.5K -800 -12%
BBA
468
Baader Bank Aktiengesellschaft
Germany
$464K -$674K -10,472 -63%
AWM
469
Apollon Wealth Management
South Carolina
$463K +$368K +5,724 New
IF
470
IRON Financial
Illinois
$453K +$64 +1 +0%
PC
471
Port Capital
Illinois
$451K
WG
472
Winton Group
United Kingdom
$447K +$356K +5,529 New
PAS
473
Park Avenue Securities
New York
$446K +$18.8K +293 +6%
Edgewood Management
474
Edgewood Management
Connecticut
$439K -$699K -10,869 -67%
KA
475
Kintegral Advisory
New York
$439K -$515 -8 -0.1%

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.