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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
FC
701
Fairscale Capital
New Hampshire
$5.21K
AIM
702
Anchor Investment Management
South Carolina
$5.15K
NMG
703
New Millennium Group
Utah
$5.15K
OCM
704
Orion Capital Management
California
$4.98K +$5.42K +75 New
AWM
705
Accredited Wealth Management
Kentucky
$4.95K +$1.81K +25 +50%
HCP
706
Hexagon Capital Partners
Arkansas
$4.88K -$1.37K -19 -20%
LI
707
LRI Investments
Florida
$4.88K
BWL
708
Bogart Wealth LLC
Virginia
$4.82K -$579 -8 -10%
EWP
709
Elevation Wealth Partners
California
$4.73K +$72 +1 +1%
CA
710
Continuum Advisory
Idaho
$4.55K +$940 +13 +23%
FFA
711
Frazier Financial Advisors
Ohio
$4.29K
FWM
712
FSA Wealth Management
Massachusetts
$4.13K +$72 +1 +2%
TIM
713
Tortoise Investment Management
New York
$4.09K
CT
714
Colonial Trust
South Carolina
$4.07K -$5.57K -77 -55%
OAJ
715
Ogorek Anthony Joseph
New York
$4K +$4.41K +61 New
FPF
716
First Pacific Financial
Washington
$3.85K
SS
717
Sunbelt Securities
Texas
$3.81K +$72 +1 +2%
SO
718
Sierra Ocean
California
$3.7K -$3.4K -47 -46%
CBT
719
Crews Bank & Trust
Florida
$3.3K -$3.4K -47 -48%
MWA
720
Medallion Wealth Advisors
Connecticut
$3.3K
CPG
721
Cornerstone Planning Group
New Jersey
$3.21K +$1.88K +26 +87%
BIA
722
Bell Investment Advisors
California
$3.17K +$1.45K +20 +71%
TLCM
723
Twin Lakes Capital Management
California
$3.08K +$72 +1 +2%
AWM
724
Abound Wealth Management
Tennessee
$2.71K +$72 +1 +3%
HFS
725
Hughes Financial Services
Virginia
$2.58K +$2.75K +38 New

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.