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
CAM
776
Chesapeake Asset Management
New York
$330
KFI
777
Key Financial Inc
Pennsylvania
$330
OCM
778
Osterweis Capital Management
California
$330 +$362 +5 New
RAM
779
Riggs Asset Management
Pennsylvania
$330 +$362 +5 New
GFPC
780
Global Financial Private Client
Florida
$264 +$145 +2 +100%
CFD
781
Creative Financial Designs
Indiana
$198
BWM
782
Bernard Wealth Management
Michigan
$198 +$217 +3 New
GA
783
GoalVest Advisory
New York
$198 +$217 +3 New
RWM
784
Rialto Wealth Management
New York
$132 -$1.74K -24 -92%
AWM
785
Activest Wealth Management
Florida
$132
PWAM
786
Private Wealth Asset Management
Iowa
$132 +$145 +2 New
Q1WB
787
Quest 10 Wealth Builders
Virginia
$109 +$145 +2 New
DPW
788
DiNuzzo Private Wealth
Pennsylvania
$66 -$72 -1 -50%
BIM
789
Breakwater Investment Management
Washington
$66
CIA
790
Cape Investment Advisory
Georgia
$66
HIA
791
HFM Investment Advisors
New Jersey
$66 +$72 +1 New
ACA
792
American Capital Advisory
Idaho
$6
JFL
793
Jarislowsky, Fraser Ltd
Quebec, Canada
-$29.7M -395,444 Closed
ZIG
794
Zurich Insurance Group
Switzerland
-$21.2M -283,031 Closed
TC
795
Tairen Capital
Hong Kong
-$15.4M -205,000 Closed
BDLIB
796
Banque de Luxembourg Investments (BLI)
Luxembourg
-$13.7M -185,240 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
797
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$13M -173,483 Closed
VLKIM
798
Van Lanschot Kempen Investment Management
Netherlands
-$12.6M -168,598 Closed
CAM
799
Centre Asset Management
New York
-$8.59M -114,495 Closed
QIM
800
Quantitative Investment Management
Virginia
-$8.47M -112,998 Closed

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.