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Estee Lauder
EL

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: 888 → 831 (-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: 9 → 3 (-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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$180M
3
TI
Tidal Investments
Wisconsin
+$89.4M
4
Franklin Resources
Franklin Resources
California
+$79.6M
5
EC
Eminence Capital
New York
+$71.4M

Top Sellers

1
JSC
J. Stern & Co
United Kingdom
-$414M
2
Capital World Investors
Capital World Investors
California
-$376M
3
Marshall Wace
Marshall Wace
United Kingdom
-$217M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$160M
5
KCMH
Keywise Capital Management (HK)
Hong Kong
-$147M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
751
Summit Securities Group
New York
$2.94K -$33K -323 -89%
AWM
752
Abound Wealth Management
Tennessee
$2.94K -$817 -8 -16%
CJ
753
Caitlin John
Michigan
$2.76K +$715 +7 +23%
RTL
754
Red Tortoise LLC
Georgia
$2.67K – – –
AF
755
Alerus Financial
North Dakota
$2.65K – – –
FFA
756
Frazier Financial Advisors
Ohio
$2.3K – – –
GWM
757
Geneos Wealth Management
Colorado
$2.23K – – –
CWM
758
Consultiva Wealth Management
Puerto Rico
$2.15K – – –
JSAM
759
J. Safra Asset Management
New York
$2.15K – – –
NL
760
NVWM LLC
Pennsylvania
$2.08K – – –
RWM
761
RMG Wealth Management
Wisconsin
$2.07K – – –
BIA
762
Bell Investment Advisors
California
$1.94K -$4.8K -47 -64%
MEG
763
Millstone Evans Group
Colorado
$1.94K – – –
GAG
764
Goodman Advisory Group
Massachusetts
$1.79K – – –
EP
765
Essential Partners
California
$1.79K +$1.64K +16 +178%
FP
766
Financial Perspectives
Minnesota
$1.78K – – –
HNW
767
High Note Wealth
Minnesota
$1.72K – – –
CFFP
768
Center for Financial Planning
Michigan
$1.67K – – –
MAFA
769
MJT & Associates Financial Advisory
Minnesota
$1.58K – – –
CFM
770
Cornerstone Financial Management
Massachusetts
$1.58K +$511 +5 +29%
Kayne Anderson Rudnick Investment Management
771
Kayne Anderson Rudnick Investment Management
California
$1.52K -$511 -5 -19%
CSC
772
Caldwell Sutter Capital
California
$1.51K +$102 +1 +5%
AAG
773
Armstrong Advisory Group
Massachusetts
$1.44K – – –
IBOK
774
Independence Bank of Kentucky
Kentucky
$1.44K -$5.11K -50 -71%
SWA
775
SOA Wealth Advisors
New York
$1.44K – – –
29 30
31
32 33

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.