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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
HAG
551
HighPoint Advisor Group
Illinois
$239K +$190K +2,954 New
VFA
552
Valeo Financial Advisors
Indiana
$236K +$188K +2,925 New
VT
553
Vise Technologies
New York
$236K +$188K +2,918 New
FAM
554
Formidable Asset Management
Ohio
$231K
PCIA
555
Prime Capital Investment Advisors
Kansas
$230K +$183K +2,842 New
TIAA Trust, National Association
556
TIAA Trust, National Association
North Carolina
$229K +$183K +2,837 New
GT
557
Greenleaf Trust
Michigan
$229K +$182K +2,830 New
CGL
558
Clarius Group LLC
Washington
$227K +$181K +2,808 New
IWM
559
Iams Wealth Management
Nebraska
$226K +$180K +2,801 New
NERM
560
New England Research & Management
Illinois
$225K +$179K +2,785 New
AC
561
Apella Capital
Connecticut
$222K +$166K +2,585 New
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$220K +$175K +2,725 New
BCV
563
Banque Cantonale Vaudoise
Switzerland
$220K +$16.9K +263 +11%
RSVP
564
Ramsay Stattman Vela & Price
Colorado
$220K -$53.1K -825 -23%
VCM
565
Voleon Capital Management
California
$218K -$774K -12,039 -82%
CFO
566
Callan Family Office
Pennsylvania
$217K +$173K +2,690 New
SCA
567
Snowden Capital Advisors
New York
$217K +$173K +2,690 New
KFGK
568
Keystone Financial Group (Kentucky)
Kentucky
$217K +$172K +2,681 New
WAM
569
Walker Asset Management
Missouri
$214K +$170K +2,650 New
HNB
570
Huntington National Bank
Ohio
$214K -$39.5K -614 -19%
CPW
571
Cove Private Wealth
New York
$212K +$169K +2,625 New
WB
572
Webster Bank
Connecticut
$212K -$52.2K -811 -24%
MCM
573
MAI Capital Management
Ohio
$210K -$3.09K -48 -2%
CTA
574
Chesley Taft & Associates
Illinois
$210K +$167K +2,593 New
1SB
575
1ST Source Bank
Indiana
$209K -$161K -2,505 -49%

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.