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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
CBT
726
Crews Bank & Trust
Florida
$4.04K
HHMI
727
Howard Hughes Medical Institute
Maryland
$4.04K +$3.22K +50 New
AWM
728
Abound Wealth Management
Tennessee
$3.96K +$515 +8 +20%
MAM
729
Meeder Asset Management
Ohio
$3.8K +$836 +13 +38%
TLCM
730
Twin Lakes Capital Management
California
$3.79K
HIA
731
Harbor Investment Advisory
Maryland
$3.64K +$386 +6 +15%
BFS
732
Bare Financial Services
Pennsylvania
$3.47K +$2.77K +43 New
CB
733
CNB Bank
Pennsylvania
$3.07K
AW
734
Avion Wealth
Texas
$3K -$9.52K -148 -77%
AF
735
Alerus Financial
North Dakota
$2.99K +$2.38K +37 New
RTL
736
Red Tortoise LLC
Georgia
$2.98K
CA
737
Crewe Advisors
Utah
$2.79K -$3.54K -55 -61%
BCMLT
738
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.79K +$64 +1 +3%
BIA
739
Bell Investment Advisors
California
$2.67K -$965 -15 -31%
AWM
740
Atticus Wealth Management
Florida
$2.67K +$2.12K +33 New
AWM
741
Activest Wealth Management
Florida
$2.59K +$1.93K +30 +1,500%
CWM
742
Consultiva Wealth Management
Puerto Rico
$2.42K
WCM
743
WealthTrak Capital Management
Virginia
$2.42K +$965 +15 +100%
BCM
744
Boreal Capital Management
Florida
$2.42K +$1.93K +30 New
TH
745
TCTC Holdings
Texas
$2.34K
MEG
746
Millstone Evans Group
Colorado
$2.18K
S
747
Sachetta
Massachusetts
$2.1K -$4.76K -74 -74%
BL
748
BFSG LLC
California
$2.1K +$1.67K +26 New
GAG
749
Goodman Advisory Group
Massachusetts
$2.02K
FP
750
Financial Perspectives
Minnesota
$1.98K +$64 +1 +4%

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.