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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
ACA
601
Atlas Capital Advisors
Wyoming
$117K
SAM
602
S.A. Mason
Michigan
$113K +$515 +8 +0.6%
WTC
603
WhitTier Trust Company
Nevada
$100K -$17.2K -268 -18%
GLF
604
Groupe la Francaise
France
$98.8K -$2.44M -37,948 -97%
MSFP
605
Mark Sheptoff Financial Planning
Connecticut
$95.3K
RF
606
Rossby Financial
Florida
$95.3K +$4.37K +68 +6%
VCM
607
Versant Capital Management
Arizona
$92.7K +$53.3K +829 +261%
AA
608
Ancora Advisors
Ohio
$88.2K +$193 +3 +0.3%
FFA
609
Farther Finance Advisors
California
$84.2K +$16.4K +255 +32%
CFO
610
CVA Family Office
Colorado
$82.7K +$22.8K +355 +53%
EC
611
Elequin Capital
New York
$81.4K +$64.8K +1,008 New
FFWM
612
Future Financial Wealth Management
Ohio
$80.8K
EWA
613
EverSource Wealth Advisors
Alabama
$80.6K +$12.1K +188 +23%
RIL
614
Rothschild Investment LLC
Illinois
$77.8K +$42.2K +656 +214%
CI Investments Inc
615
CI Investments Inc
Ontario, Canada
$74K -$7.33K -114 -11%
BTI
616
Blue Trust Inc
Georgia
$73.7K +$3.15K +49 +6%
WCM
617
Winthrop Capital Management
Indiana
$72K +$19.3K +300 +51%
RA
618
Ransom Advisory
Rhode Island
$71.9K -$6.43K -100 -10%
CF
619
Cantor Fitzgerald
New York
$67.4K +$53.7K +834 New
FHA
620
First Horizon Advisors
Tennessee
$67K -$7.72K -120 -13%
CH
621
Cromwell Holdings
Wyoming
$65.7K +$52.3K +813 New
TCOT
622
Trust Company of Toledo
Ohio
$63.3K +$50.4K +784 New
UB
623
UMB Bank
Missouri
$62.3K -$8.68K -135 -15%
ARMT
624
Amica Retiree Medical Trust
Rhode Island
$58K
PAM
625
Parvin Asset Management
South Dakota
$56.6K +$14.5K +225 +47%

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.