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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
MSE
526
MUFG Securities EMEA
United Kingdom
$285K -$1.83M -28,431 -89%
BCFD
527
Boit C.F. David
$283K
Bessemer Group
528
Bessemer Group
New Jersey
$282K -$80.7K -1,254 -26%
BBHC
529
Brown Brothers Harriman & Co
New York
$281K -$1.79M -27,839 -89%
SFA
530
Sequoia Financial Advisors
Ohio
$277K +$221K +3,432 New
HWM
531
HB Wealth Management
Georgia
$276K +$11.6K +180 +6%
LW
532
Lauer Wealth
Indiana
$275K +$199K +3,086 New
MWM
533
Meridian Wealth Management
Kentucky
$273K +$218K +3,382 New
BT
534
Banque Transatlantique
France
$273K -$3.22K -50 -2%
KLI
535
Kelman-Lazarov Inc
Tennessee
$272K -$49K -762 -18%
CC
536
Corton Capital
Ontario, Canada
$269K +$214K +3,333 New
CI
537
CX Institutional
Indiana
$267K +$198K +3,072 +1,302%
Northwestern Mutual Wealth Management
538
Northwestern Mutual Wealth Management
Wisconsin
$262K +$10.7K +167 +5%
OSAM
539
O'Shaughnessy Asset Management
Connecticut
$260K +$207K +3,215 New
WT
540
Whittier Trust
California
$258K -$93.7K -1,457 -31%
TRCT
541
Tower Research Capital (TRC)
New York
$253K -$412K -6,398 -67%
BB
542
Burford Brothers
Texas
$252K +$257 +4 +0.1%
DWT
543
Dorsey & Whitney Trust
South Dakota
$249K +$198K +3,085 New
MK
544
MASTERINVEST Kapitalanlage
$247K +$197K +3,060 New
SF
545
Synovus Financial
Georgia
$246K -$134K -2,076 -41%
PA
546
Profund Advisors
Maryland
$246K -$52.6K -817 -21%
TWM
547
Tolleson Wealth Management
Texas
$246K
SHFA
548
SS&H Financial Advisors
Michigan
$245K -$64.3K -1,000 -25%
LCM
549
Landscape Capital Management
New Jersey
$242K +$192K +2,991 New
AAIS
550
ABN AMRO Investment Solutions
$240K +$191K +2,972 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.