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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
OWA
876
ORBA Wealth Advisors
Illinois
-$210K -2,800 Closed
SCA
877
Snowden Capital Advisors
New York
-$202K -2,690 Closed
CAS
878
Coppell Advisory Solutions
Texas
-$176K -2,367 Closed
QL
879
Quarry LP
New York
-$131K -1,745 Closed
VWM
880
Venturi Wealth Management
Texas
-$103K -1,368 Closed
TCM
881
TruNorth Capital Management
Michigan
-$90K -1,200 Closed
CUAMC
882
China Universal Asset Management Company
China
-$62.5K -833 Closed
UOTTAIMCU
883
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$53.5K -714 Closed
UBP
884
Union Bancaire Privee
Switzerland
-$50.4K -680 Closed
CH
885
Cromwell Holdings
Wyoming
-$49.6K -662 Closed
HWA
886
Heritage Wealth Advisors
Virginia
-$40.4K -539 Closed
EBA
887
Eagle Bay Advisors
New York
-$30.1K -401 Closed
PCC
888
Park Circle Company
Maryland
-$26.2K -350 Closed
MA
889
MCF Advisors
Kentucky
-$16.3K -217 Closed
CBT
890
CoreFirst Bank & Trust
Kansas
-$14.6K -195 Closed
EFP
891
EnRich Financial Partners
Wisconsin
-$14.2K -190 Closed
RCM
892
Raleigh Capital Management
North Carolina
-$12K -160 Closed
FIA
893
FNY Investment Advisers
New York
-$11K -150 Closed
LJHT
894
Laurie J. Hall Trustee
-$10K -130 Closed
IWP
895
IAG Wealth Partners
Wisconsin
-$9.52K -127 Closed
SAM
896
Synergy Asset Management
Washington
-$12K -120 Closed
STB
897
S&T Bank
Pennsylvania
-$7.8K -104 Closed
PSFG
898
Park Square Financial Group
Georgia
-$7.5K -100 Closed
TAM
899
Tucker Asset Management
Colorado
-$6.52K -87 Closed
WAS
900
Winch Advisory Services
Wisconsin
-$5.1K -68 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.