Estee Lauder
823 hedge funds and large institutions have $18.1B invested in Estee Lauder in 2026 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 331 increasing their positions, 277 reducing their positions, and 101 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
19% more repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 277
10% more capital invested
Capital invested by funds: $16.4B → $18.1B (+$1.65B)
7% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 101
0.23% less ownership
Funds ownership: 92.89% → 92.66% (-0.23%)
8% less call options, than puts
Call options by funds: $529M | Put options by funds: $578M
1% less funds holding
Funds holding: 835 → 823 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$598M |
| 2 |
BlackRock
New York
|
+$184M |
| 3 |
Eagle Capital Management (New York)
New York
|
+$87M |
| 4 |
Amundi
Paris,
France
|
+$86.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$76.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$603M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$346M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$250M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$171M |
| 5 |
IFP
Independent Franchise Partners
London,
United Kingdom
|
-$136M |
EL Hedge Fund Activity: Q2 2026 in Review
823 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2026, worth a combined $18.1B — up 10% from $16.4B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new EL positions and 101 closed out — a net gain of 7 holders — while 331 added to existing stakes and 277 trimmed.
The largest buyer was Bank of America, adding an estimated $598M. The largest seller was Fidelity Investments, cutting an estimated $603M.
- 823 institutional investors held Estee Lauder (EL) as of Q2 2026, down from 835 in Q1 2026.
- Funds reported $18.1B of Estee Lauder stock for Q2 2026, up 10% quarter-over-quarter.
- 108 funds opened new Estee Lauder positions in Q2 2026 and 101 closed out, a net change of +7 holders.
- The largest Estee Lauder buyer in Q2 2026 was Bank of America, an estimated $598M added.
- The largest Estee Lauder seller in Q2 2026 was Fidelity Investments, an estimated $603M sold.
Based on aggregated 13F filings for Q2 2026.