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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
HNW
751
High Note Wealth
Minnesota
$1.94K
NL
752
NVWM LLC
Pennsylvania
$1.94K +$1.22K +19 +380%
CFFP
753
Center for Financial Planning
Michigan
$1.85K -$80.9K -1,257 -98%
MAFA
754
MJT & Associates Financial Advisory
Minnesota
$1.78K
WA
755
Whipplewood Advisors
Colorado
$1.78K -$7.85K -122 -85%
SFFS
756
Stonehage Fleming Financial Services
Jersey
$1.78K -$5.15K -80 -78%
CSC
757
Caldwell Sutter Capital
California
$1.7K
FFO
758
Fortitude Family Office
Arizona
$1.7K +$1.35K +21 New
AAG
759
Armstrong Advisory Group
Massachusetts
$1.62K
HWA
760
HHM Wealth Advisors
Tennessee
$1.62K
SIS
761
Sound Income Strategies
Florida
$1.62K
WWM
762
Wolff Wiese Magana
California
$1.62K +$643 +10 +100%
PWA
763
Principia Wealth Advisory
Texas
$1.53K +$322 +5 +36%
RWM
764
Rialto Wealth Management
New York
$1.37K +$965 +15 +750%
TCA
765
Trifecta Capital Advisors
Illinois
$1.37K +$1.09K +17 New
AIC
766
Archer Investment Corporation
Indiana
$1.23K
CIAS
767
CBIZ Investment Advisory Services
Ohio
$1.21K -$1.22K -19 -56%
BF
768
BOK Financial
Oklahoma
$1.21K
GWP
769
Gen-Wealth Partners
Michigan
$1.21K +$965 +15 New
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$1.21K +$965 +15 New
PPC
771
Park Place Capital
Alabama
$1.19K -$8.43K -131 -90%
SFA
772
Semmax Financial Advisors
North Carolina
$1.14K +$64 +1 +8%
DWA
773
Delos Wealth Advisors
Texas
$1.13K +$901 +14 New
SC
774
Stephens Consulting
Michigan
$1.13K +$901 +14 New
SWP
775
Strategic Wealth Partners
Ohio
$1.13K +$901 +14 New

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.