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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
OL
626
OneFund LLC
Florida
$49K +$39K +607 New
MA
627
Montag & Associates
Georgia
$48.5K
PFBT
628
Parkside Financial Bank & Trust
Missouri
$47.4K -$12K -186 -24%
MPWT
629
MassMutual Private Wealth & Trust
Connecticut
$46.2K +$3.47K +54 +10%
AAS
630
Ameritas Advisory Services
Nebraska
$44.3K +$35.3K +548 New
PMFA
631
Plante Moran Financial Advisors
Michigan
$44.1K
HPC
632
HM Payson & Co
Maine
$43.5K
MYIA
633
Mount Yale Investment Advisors
Colorado
$42.1K +$33.5K +521 New
GRP
634
Global Retirement Partners
California
$42K +$33.4K +519 New
GSWM
635
Golden State Wealth Management
California
$41.4K +$13.5K +210 +70%
HFM
636
Harvest Fund Management
China
$41K +$32.6K +507 New
EPIMS
637
Evelyn Partners Investment Management Services
$40.5K -$4.18K -65 -11%
PAG
638
Paladin Advisory Group
Iowa
$40.1K -$7.98K -124 -20%
TPCW
639
TD Private Client Wealth
New York
$38.6K +$21.9K +340 +246%
AAP
640
Arax Advisory Partners
Colorado
$38.6K +$23.3K +362 +335%
MAS
641
MPWM Advisory Solutions
Georgia
$38.5K -$30.4K -472 -50%
BLC
642
Brown, Lisle/Cummings
Rhode Island
$38K -$1.09K -17 -3%
CTC
643
Central Trust Company
Missouri
$35.6K -$4.12K -64 -13%
PCM
644
PenderFund Capital Management
British Columbia, Canada
$35.6K +$15.2K +237 +117%
MIM
645
Manitou Investment Management
Ontario, Canada
$34.3K
DAM
646
Delta Asset Management
Tennessee
$32.3K
ST
647
Smithfield Trust
Pennsylvania
$32K
ADL
648
Asset Dedication LLC
California
$31.6K +$18.1K +282 +259%
DMBA
649
Deseret Mutual Benefit Administrators
Utah
$31.4K
GIA
650
GHP Investment Advisors
Colorado
$30.8K

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.