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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
PWS
576
Peterson Wealth Services
Utah
$110K +$11.2K +155 +10%
S
577
SignatureFD
Georgia
$110K -$41.7K -577 -26%
BFPW
578
BOK Financial Private Wealth
Colorado
$102K -$579 -8 -0.5%
WTC
579
WhitTier Trust Company
Nevada
$99.4K -$37K -512 -25%
ACA
580
Atlas Capital Advisors
Wyoming
$95.2K
SAM
581
S.A. Mason
Michigan
$91.9K +$145 +2 +0.1%
SS
582
SBI Securities
Japan
$90.6K +$4.77K +66 +5%
BIG
583
Brooklyn Investment Group
New York
$90.2K +$43.8K +606 +80%
MG
584
Mather Group
Illinois
$90.2K +$80.7K +1,115 +442%
LWCFA
585
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$90.2K -$4.7K -65 -4%
SSB
586
Sandy Spring Bank
Maryland
$84.7K -$245K -3,383 -72%
CFFP
587
Center for Financial Planning
Michigan
$84.5K +$2.24K +31 +2%
MMCM
588
Murphy & Mullick Capital Management
New York
$80.8K
MSFP
589
Mark Sheptoff Financial Planning
Connecticut
$77.9K -$14.5K -200 -14%
AA
590
Ancora Advisors
Ohio
$71.8K -$73.3K -1,014 -48%
PBK
591
Peoples Bank (Kansas)
Kansas
$71.6K
IA
592
IFP Advisors
Florida
$69.4K -$14.9K -206 -16%
CI Investments Inc
593
CI Investments Inc
Ontario, Canada
$68K -$4.27K -59 -5%
FFWM
594
Future Financial Wealth Management
Ohio
$66K
RF
595
Rossby Financial
Florida
$66K +$80.4K +1,111 New
OW
596
Olistico Wealth
Oklahoma
$65.5K
RA
597
Ransom Advisory
Rhode Island
$65.3K +$3.62K +50 +5%
FHA
598
First Horizon Advisors
Tennessee
$62.6K -$5.35K -74 -7%
MAS
599
MPWM Advisory Solutions
Georgia
$62.6K -$257K -3,556 -79%
UB
600
UMB Bank
Missouri
$59.8K +$24.2K +334 +58%

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.