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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
AA
676
Addison Advisors
Vermont
$16.2K
PSB
677
Piscataqua Savings Bank
New Hampshire
$16.2K
ZBNA
678
Zions Bancorporation, National Association
Utah
$15.9K -$5.85K -91 -32%
LI
679
LRI Investments
Florida
$15K +$8.11K +126 +3%
Fuller & Thaler Asset Management
680
Fuller & Thaler Asset Management
California
$13.9K +$11.1K +172 New
GWSG
681
GPS Wealth Strategies Group
Colorado
$13.7K +$10.9K +170 New
TFM
682
TFC Financial Management
Massachusetts
$12.8K +$1.35K +21 +15%
SSG
683
Summit Securities Group
New York
$12.8K +$10.2K +158 New
FMII
684
Farmers & Merchants Investments Inc
Nebraska
$12.2K
ACM
685
Accent Capital Management
Ohio
$11.8K +$9.39K +146 New
TPWA
686
Twin Peaks Wealth Advisors
California
$11.2K +$7.85K +122 New
HBW
687
Hazlett, Burt & Watson
West Virginia
$10K
PWMG
688
Prestige Wealth Management Group
New Jersey
$9.21K -$6.69K -104 -48%
OLVIG
689
Oliver Lagore Vanvalin Investment Group
Michigan
$9.07K +$8.81K +137 New
HWM
690
Hemington Wealth Management
Virginia
$9K -$2.12K -33 -23%
NC
691
NewSquare Capital
Pennsylvania
$8.89K +$901 +14 +15%
AWM
692
Ameliora Wealth Management
Switzerland
$8.33K -$16.4K -255 -66%
BGAI
693
Bruce G. Allen Investments
Colorado
$8.24K +$4.18K +65 +176%
CAWM
694
Capital A Wealth Management
Pennsylvania
$8.19K +$3.6K +56 New
CB
695
Community Bank
New York
$8.08K
TC
696
Truvestments Capital
Florida
$8.08K
CA
697
CoreCap Advisors
Michigan
$8K -$1.35K -21 -18%
MCM
698
MV Capital Management
Maryland
$7.92K -$2.9K -45 -31%
TWD
699
True Wealth Design
Ohio
$7.84K +$5.34K +83 +593%
KG
700
Kilter Group
New York
$7.76K +$6.18K +96 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.