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Estee Lauder

831 hedge funds and large institutions have $16.4B invested in Estee Lauder in 2026 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 317 increasing their positions, 269 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 269

6% less funds holding

Funds holding: 888831 (-57)

6.69% less ownership

Funds ownership: 99.56%92.87% (-6.7%)

24% less first-time investments, than exits

New positions opened: 119 | Existing positions closed: 156

36% less call options, than puts

Call options by funds: $373M | Put options by funds: $579M

42% less capital invested

Capital invested by funds: $28.1B → $16.4B (-$11.7B)

67% less funds holding in top 10

Funds holding in top 10: 93 (-6)

Holders
831
Holders Change
-57
Holders Change %
-6.42%
% of All Funds
10.23%
Holding in Top 10
3
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-66.67%
% of All Funds
0.04%
New
119
Increased
317
Reduced
269
Closed
156
Calls
$373M
Puts
$579M
Net Calls
-$206M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Change in
Stake
CBT
701
Crews Bank & Trust
Florida
$7.97K +$6.23K +61 +122%
CPG
702
Cornerstone Planning Group
New Jersey
$7.96K +$613 +6 +7%
NEWAS
703
N.E.W. Advisory Services
Wisconsin
$7.94K -$21.8K -213 -66%
TWD
704
True Wealth Design
Ohio
$7.54K +$307 +3 +3%
EWP
705
Elevation Wealth Partners
California
$7.53K +$715 +7 +7%
GXJ
706
Global X Japan
Japan
$7.46K -$1.64K -16 -13%
AWM
707
Activest Wealth Management
Florida
$7.32K +$8.28K +81 +386%
MASM
708
MH & Associates Securities Management
California
$7.18K
TCM
709
Triumph Capital Management
Colorado
$7.18K
VFM
710
Vision Financial Markets
Connecticut
$7.18K +$10.2K +100 New
KAS
711
Kemnay Advisory Services
New York
$7.03K +$10K +98 New
C
712
Covestor
United Kingdom
$7K -$5.82K -57 -36%
MCM
713
MV Capital Management
Maryland
$6.89K -$715 -7 -7%
PWMG
714
Prestige Wealth Management Group
New Jersey
$6.53K -$1.12K -11 -11%
AFG
715
Albion Financial Group
Utah
$6.32K
CT
716
Colonial Trust
South Carolina
$6.31K -$60.2K -589 -87%
MCM
717
Manchester Capital Management
Vermont
$6.17K -$3.37K -33 -28%
S
718
Sachetta
Massachusetts
$6.17K
FFG
719
Forum Finance Group
$6K +$10.2K +100 New
AT
720
Arlington Trust
Alabama
$5.74K
JFA
721
JNBA Financial Advisors
Minnesota
$5.74K
FC
722
Financial Consulate
Maryland
$5.69K +$2.25K +22 +39%
FC
723
Fairscale Capital
New Hampshire
$5.67K
AIM
724
Anchor Investment Management
South Carolina
$5.6K
AGWCA
725
Annis Gardner Whiting Capital Advisors
Florida
$5.38K

EL Hedge Fund Activity: Q1 2026 in Review

831 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q1 2026, worth a combined $16.4B — down 42% from $28.1B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of EL and 119 opened new positions — a net loss of 37 holders — while 269 trimmed existing stakes and 317 added.

The largest buyer was Bank of America, adding an estimated $1.28B. The largest seller was J. Stern & Co, cutting an estimated $414M.

  • 831 institutional investors held Estee Lauder (EL) as of Q1 2026, down from 888 in Q4 2025.
  • Funds reported $16.4B of Estee Lauder stock for Q1 2026, down 42% quarter-over-quarter.
  • 119 funds opened new Estee Lauder positions in Q1 2026 and 156 closed out, a net change of -37 holders.
  • The largest Estee Lauder buyer in Q1 2026 was Bank of America, an estimated $1.28B added.
  • The largest Estee Lauder seller in Q1 2026 was J. Stern & Co, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2026.