We are live on ! Find out more
EL icon

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
HCM
751
Hollencrest Capital Management
California
$1.06K
PCM
752
Penserra Capital Management
California
$1K -$43.4K -600 -97%
HB
753
Horizon Bancorp
Indiana
$1K -$3.76K -52 -80%
POIA
754
Pin Oak Investment Advisors
Texas
$1K
CAL
755
Capital Advisors Ltd
Ohio
$1K +$434 +6 +120%
AIC
756
Archer Investment Corporation
Indiana
$995 +$1.08K +15 New
BF
757
BOK Financial
Oklahoma
$990 -$1.08K -15 -50%
FMP
758
Financial Management Professionals
Texas
$990 -$362 -5 -25%
WCM
759
WealthTrak Capital Management
Virginia
$990
TWD
760
True Wealth Design
Ohio
$924
SC
761
Swan Capital
Florida
$796
PWA
762
Principia Wealth Advisory
Texas
$786 +$362 +5 +56%
SFA
763
Semmax Financial Advisors
North Carolina
$762
OP
764
ORG Partners
Indiana
$746 -$13.7K -189 -95%
TSMHT
765
Thurston Springer Miller Herd & Titak
Indiana
$726
PIS
766
POM Investment Strategies
North Carolina
$660
WWM
767
Wolff Wiese Magana
California
$660 +$362 +5 +100%
AF
768
Aviso Financial
Ontario, Canada
$594 -$266K -3,684 -100%
WA
769
WestEnd Advisors
North Carolina
$594 +$434 +6 +200%
T
770
Transce3nd
Texas
$585
WW
771
Winnow Wealth
Texas
$467 +$217 +3 +60%
CAC
772
Core Alternative Capital
Georgia
$396 -$651 -9 -60%
NRG
773
Nemes Rush Group
Michigan
$396
WA
774
WPG Advisers
Maryland
$330 -$1.16K -16 -76%
NL
775
NVWM LLC
Pennsylvania
$330 -$868 -12 -71%

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.