We are live on ! Find out more
EL icon

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
AWA
901
Aaron Wealth Advisors
Illinois
– -$304K -2,899 Closed
IWM
902
Iams Wealth Management
Nebraska
– -$297K -2,839 Closed
PCIA
903
Prime Capital Investment Advisors
Kansas
– -$296K -2,823 Closed
VFA
904
Valeo Financial Advisors
Indiana
– -$294K -2,806 Closed
AWM
905
Apollon Wealth Management
South Carolina
– -$294K -2,805 Closed
CPIG
906
Chicago Partners Investment Group
Illinois
– -$322K -2,734 Closed
RSVP
907
Ramsay Stattman Vela & Price
Colorado
– -$285K -2,720 Closed
IC
908
IEQ Capital
California
– -$283K -2,703 Closed
WAM
909
Walker Asset Management
Missouri
– -$278K -2,650 Closed
CAS
910
Coppell Advisory Solutions
Texas
– -$280K -2,642 Closed
GIA
911
Gladstone Institutional Advisory
Florida
– -$275K -2,629 Closed
IAS
912
Insigneo Advisory Services
Florida
– -$264K -2,521 Closed
SC
913
Syon Capital
California
– -$262K -2,498 Closed
IF
914
IRON Financial
Illinois
– -$260K -2,485 Closed
BP
915
Ballentine Partners
Massachusetts
– -$253K -2,415 Closed
CTA
916
Chesley Taft & Associates
Illinois
– -$250K -2,388 Closed
CAM
917
Cidel Asset Management
Ontario, Canada
– -$248K -2,370 Closed
CI
918
Cigna Investments
Connecticut
– -$246K -2,350 Closed
MT
919
Midwest Trust
Kansas
– -$245K -2,341 Closed
FFM
920
Forum Financial Management
Illinois
– -$241K -2,303 Closed
MWM
921
Meridian Wealth Management
Kentucky
– -$240K -2,287 Closed
RA
922
RFG Advisory
Alabama
– -$236K -2,257 Closed
FTWA
923
Fifth Third Wealth Advisors
Ohio
– -$236K -2,253 Closed
DA
924
Dover Advisors
Virginia
– -$234K -2,236 Closed
IWS
925
Integrity Wealth Solutions
Colorado
– -$230K -2,196 Closed
35 36
37
38 39

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.