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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
MFIM
476
Mesirow Financial Investment Management
Illinois
$438K -$14K -218 -4%
JFG
477
Jefferies Financial Group
New York
$432K -$352K -5,472 -51%
SIM
478
Sentry Investment Management
Wisconsin
$432K -$29.1K -452 -8%
CFCI
479
Comprehensive Financial Consultants Institutional
Indiana
$432K -$984K -15,290 -74%
IAN
480
Integrated Advisors Network
Texas
$427K +$33.9K +527 +11%
EF
481
Empowered Funds
Pennsylvania
$426K +$41.9K +652 +14%
ATC
482
Argent Trust Co
Tennessee
$424K -$31K -482 -8%
MSA
483
MUFG Securities Americas
New York
$419K +$67.3K +1,046 +25%
CWM
484
Circle Wealth Management
New Jersey
$415K +$4.12K +64 +1%
MFG
485
Merit Financial Group
Georgia
$413K +$128K +1,988 +64%
BS
486
Banco Santander
Spain
$399K +$45K +700 +17%
SB
487
SIG Brokerage
New York
$398K -$1.34M -20,861 -81%
ASN
488
Advisory Services Network
Georgia
$394K +$72.6K +1,128 +36%
KPWS
489
Kestra Private Wealth Services
Texas
$391K +$83.1K +1,292 +36%
GFP
490
Gryphon Financial Partners
Ohio
$390K +$965 +15 +0.3%
KAS
491
Kestra Advisory Services
Texas
$387K -$16.9K -263 -5%
HCM
492
Helios Capital Management
Singapore
$384K
P
493
Pitcairn
Pennsylvania
$376K -$36.8K -572 -11%
CWMK
494
Caliber Wealth Management (Kansas)
Kansas
$369K -$795K -12,362 -73%
STA
495
Summit Trail Advisors
New York
$367K +$292K +4,537 New
MCM
496
Manchester Capital Management
Vermont
$349K +$43.4K +675 +18%
DA
497
Dover Advisors
Virginia
$348K -$15.6K -243 -5%
GIM
498
Guardian Investment Management
California
$343K -$12.9K -200 -4%
CPCM
499
Cardinal Point Capital Management
Ontario, Canada
$338K +$269K +4,180 New
DWM
500
Drive Wealth Management
Utah
$337K +$269K +4,174 New

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.