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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
ACA
801
American Capital Advisory
Idaho
$796 -$102 -1 -8%
DF
802
DecisionPoint Financial
Arizona
$790 – – –
HFS
803
Hughes Financial Services
Virginia
$789 +$409 +4 +57%
IWM
804
IMG Wealth Management
Florida
$718 -$5.82K -57 -85%
AEPWM
805
Atlantic Edge Private Wealth Management
Florida
$718 -$1.53K -15 -60%
SGK
806
Steigerwald Gordon & Koch
Virginia
$718 – – –
WA
807
WestEnd Advisors
North Carolina
$718 – – –
EFMH
808
E Fund Management (HK)
Hong Kong
$646 – – –
QWM
809
Quaker Wealth Management
New Jersey
$646 +$511 +5 +125%
M
810
MOTCO
Texas
$502 – – –
SIM
811
Synergy Investment Management
Florida
$502 +$715 +7 New
NWS
812
Nvest Wealth Strategies
Ohio
$431 +$613 +6 New
KFI
813
Key Financial Inc
Pennsylvania
$359 -$204 -2 -29%
TBFA
814
Three Bearings Fiduciary Advisors
New Hampshire
$359 – – –
PWA
815
Portus Wealth Advisors
North Carolina
$359 +$511 +5 New
SA
816
Scarborough Advisors
Maryland
$223 +$307 +3 New
JWM
817
JPL Wealth Management
Colorado
$216 +$307 +3 New
HIA
818
Harbor Investment Advisory
Maryland
$215 -$4.6K -45 -94%
HIA
819
HFM Investment Advisors
New Jersey
$215 – – –
NF
820
Napier Financial
Massachusetts
$215 +$307 +3 New
TWM
821
TopTier Wealth Management
Wisconsin
$215 +$307 +3 New
SWP
822
Strategic Wealth Partners
Ohio
$171 +$204 +2 New
DWM
823
Dogwood Wealth Management
Kansas
$144 – – –
SA
824
Seneschal Advisors
Washington
$144 – – –
VWA
825
Valued Wealth Advisors
Utah
$144 +$102 +1 +100%
31 32
33
34 35

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.