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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
PFS
501
Prospera Financial Services
Texas
$337K +$33.3K +518 +14%
VCM
502
Vision Capital Management
Oregon
$335K -$18.8K -293 -7%
A
503
Allianz
Germany
$331K +$256K +3,978 +3,261%
CIA
504
Concurrent Investment Advisors
Florida
$331K +$264K +4,100 New
Lido Advisors
505
Lido Advisors
California
$330K +$37K +575 +16%
IC
506
IEQ Capital
California
$328K -$1.09K -17 -0.4%
MFG
507
MidWestOne Financial Group
Iowa
$325K
DADC
508
D.A. Davidson & Co
Montana
$323K -$20.5K -319 -7%
CA
509
Clearstead Advisors
Ohio
$323K +$34.5K +537 +16%
VI
510
Vestcor Inc
New Brunswick, Canada
$320K -$2.44K -38 -1%
National Pension Service
511
National Pension Service
South Korea
$317K +$195K +3,033 +340%
IWA
512
Icon Wealth Advisors
Texas
$312K +$249K +3,867 New
DC
513
Davenport & Co
Virginia
$311K +$3.6K +56 +1%
MC
514
Moors & Cabot
Massachusetts
$309K
IFG
515
Independent Financial Group
California
$307K +$244K +3,798 New
MPM
516
MBB Public Markets
Illinois
$304K -$57.8K -898 -19%
BCI
517
Brinker Capital Investments
Pennsylvania
$303K +$27.1K +421 +13%
WSFS
518
Wilmington Savings Fund Society
Delaware
$303K -$146K -2,269 -38%
WBC
519
Westpac Banking Corp
Australia
$302K -$2.51K -39 -1%
WJWM
520
Williams Jones Wealth Management
New York
$297K -$185K -2,876 -44%
CAM
521
Cresset Asset Management
Illinois
$296K -$193K -2,998 -45%
NAAA
522
New Age Alpha Advisors
New York
$294K +$234K +3,644 New
HI
523
Horizon Investments
North Carolina
$294K +$18.8K +293 +9%
PA
524
Parallel Advisors
California
$291K -$34.5K -536 -13%
PCS
525
Personal CFO Solutions
New Jersey
$286K +$7.21K +112 +3%

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.