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Estee Lauder

791 hedge funds and large institutions have $14.2B invested in Estee Lauder in 2025 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 291 increasing their positions, 290 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.08% more ownership

Funds ownership: 90.94%92.03% (+1.1%)

0% more repeat investments, than reductions

Existing positions increased: 291 | Existing positions reduced: 290

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

6% less funds holding

Funds holding: 840791 (-49)

11% less capital invested

Capital invested by funds: $15.9B → $14.2B (-$1.7B)

25% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 125

31% less call options, than puts

Call options by funds: $727M | Put options by funds: $1.06B

Holders
791
Holders Change
-49
Holders Change %
-5.83%
% of All Funds
10.61%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
94
Increased
291
Reduced
290
Closed
125
Calls
$727M
Puts
$1.06B
Net Calls
-$333M
Net Calls Change
-$189M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
526
Dynamic Advisor Solutions
Arizona
$251K +$275K +3,807 New
IWM
527
IHT Wealth Management
Illinois
$251K +$275K +3,801 New
DC
528
Davenport & Co
Virginia
$251K +$13.4K +185 +5%
WBC
529
Westpac Banking Corp
Australia
$249K -$2.17K -30 -0.8%
HIP
530
Harrell Investment Partners
Texas
$247K -$474K -6,550 -64%
SCM
531
Sterling Capital Management
North Carolina
$244K -$18.5K -256 -6%
MCM
532
Manchester Capital Management
Vermont
$241K +$21.3K +294 +9%
JIC
533
Johnson Investment Counsel
Ohio
$241K -$451K -6,233 -63%
PFS
534
Prospera Financial Services
Texas
$241K +$40.3K +557 +18%
PCM
535
PenderFund Capital Management
British Columbia, Canada
$240K +$9.55K +132 +186%
GI
536
GAMMA Investing
California
$239K +$55.7K +770 +27%
KPWS
537
Kestra Private Wealth Services
Texas
$234K +$44.3K +612 +21%
UWS
538
Unique Wealth Strategies
Illinois
$234K -$4.85K -67 -2%
RSVP
539
Ramsay Stattman Vela & Price
Colorado
$234K
UAG
540
United Advisor Group
Ohio
$234K -$67.6K -934 -21%
Lido Advisors
541
Lido Advisors
California
$232K -$69.6K -962 -22%
BCFD
542
Boit C.F. David
$231K
FAM
543
Formidable Asset Management
Ohio
$231K -$10.8K -149 -4%
BC
544
Bowman & Company
Wisconsin
$229K +$250K +3,462 New
CA
545
Clearstead Advisors
Ohio
$228K
WB
546
Webster Bank
Connecticut
$226K -$70.5K -975 -22%
PCS
547
Personal CFO Solutions
New Jersey
$226K +$36K +498 +17%
BT
548
Banque Transatlantique
France
$222K -$47.4K -655 -16%
HI
549
Horizon Investments
North Carolina
$221K +$11.9K +164 +5%
IC
550
Inscription Capital
Texas
$220K +$103K +1,430 New

EL Hedge Fund Activity: Q1 2025 in Review

791 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2025, worth a combined $14.2B — down 11% from $15.9B a quarter earlier.

Sellers outnumbered buyers: 125 funds closed out of EL and 94 opened new positions — a net loss of 31 holders — while 290 trimmed existing stakes and 291 added.

The largest buyer was Eagle Capital Management (New York), adding an estimated $536M. The largest seller was Goldman Sachs, cutting an estimated $222M.

  • 791 institutional investors held Estee Lauder (EL) as of Q1 2025, down from 840 in Q4 2024.
  • Funds reported $14.2B of Estee Lauder stock for Q1 2025, down 11% quarter-over-quarter.
  • 94 funds opened new Estee Lauder positions in Q1 2025 and 125 closed out, a net change of -31 holders.
  • The largest Estee Lauder buyer in Q1 2025 was Eagle Capital Management (New York), an estimated $536M added.
  • The largest Estee Lauder seller in Q1 2025 was Goldman Sachs, an estimated $222M sold.

Based on aggregated 13F filings for Q1 2025.