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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
FC
701
Fairscale Capital
New Hampshire
$7.37K
AFG
702
Albion Financial Group
Utah
$7.11K
OAJ
703
Ogorek Anthony Joseph
New York
$7K +$1.87K +29 +48%
CPG
704
Cornerstone Planning Group
New Jersey
$6.73K +$1.16K +18 +32%
CT
705
Clearstead Trust
Maine
$6.63K -$2.44K -38 -32%
JFA
706
JNBA Financial Advisors
Minnesota
$6.46K
TIM
707
Tortoise Investment Management
New York
$6.38K +$1.09K +17 +27%
AIM
708
Anchor Investment Management
South Carolina
$6.3K
NMG
709
New Millennium Group
Utah
$6.3K
CT
710
Colonial Trust
South Carolina
$6.25K +$965 +15 +24%
FMP
711
Financial Management Professionals
Texas
$6.14K +$3.92K +61 +407%
OCM
712
Orion Capital Management
California
$6.12K +$64 +1 +1%
AWM
713
Accredited Wealth Management
Kentucky
$6.06K
EWP
714
Elevation Wealth Partners
California
$5.82K
BWL
715
Bogart Wealth LLC
Virginia
$5.41K -$386 -6 -8%
IWM
716
IMG Wealth Management
Florida
$5.41K +$4.31K +67 New
FFA
717
Frazier Financial Advisors
Ohio
$5.25K
FWM
718
FSA Wealth Management
Massachusetts
$5.08K
SIC
719
Salem Investment Counselors
North Carolina
$5.03K -$4.63K -72 -54%
FPF
720
First Pacific Financial
Washington
$4.71K
SWM
721
Spire Wealth Management
Virginia
$4.54K -$6.18K -96 -63%
SO
722
Sierra Ocean
California
$4.44K -$64 -1 -2%
SS
723
Sunbelt Securities
Texas
$4.3K -$64 -1 -2%
OP
724
ORG Partners
Indiana
$4.17K +$2.44K +38 +345%
MWA
725
Medallion Wealth Advisors
Connecticut
$4.13K +$64 +1 +2%

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.