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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B -$32.6M -451,097 -2%
BlackRock
2
BlackRock
New York
$1.03B +$8.51M +117,667 +0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$964M +$16.3M +224,680 +2%
State Street
4
State Street
Massachusetts
$712M +$7.29M +100,838 +0.9%
Eagle Capital Management (New York)
5
Eagle Capital Management (New York)
New York
$639M +$536M +7,408,608 +326%
JP Morgan Chase
6
JP Morgan Chase
New York
$550M +$183M +2,534,537 +44%
IFP
7
Independent Franchise Partners
United Kingdom
$526M +$8.56M +118,276 +2%
Invesco
8
Invesco
Georgia
$441M +$86.8M +1,200,537 +22%
Capital World Investors
9
Capital World Investors
California
$377M -$122M -1,683,823 -23%
VanEck Associates
10
VanEck Associates
New York
$343M +$14.2M +196,644 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$330M +$16.2M +223,844 +5%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$308M -$60.5M -837,011 -15%
American Century Companies
13
American Century Companies
Missouri
$298M +$84.4M +1,167,508 +35%
Morgan Stanley
14
Morgan Stanley
New York
$276M -$12.9M -177,757 -4%
UBS Group
15
UBS Group
Switzerland
$239M +$137M +1,900,418 +111%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$204M +$8.49M +117,330 +4%
Ensign Peak Advisors
17
Ensign Peak Advisors
Utah
$204M -$37.6M -519,869 -14%
Norges Bank
18
Norges Bank
Norway
$194M -$29.9M -412,954 -12%
ATO
19
Alecta Tjanstepension Omsesidigt
Sweden
$171M
NI
20
Nuance Investments
Missouri
$162M -$46.6M -644,274 -21%
Northern Trust
21
Northern Trust
Illinois
$161M +$5.81M +80,387 +3%
UBS AM
22
UBS AM
Illinois
$160M +$29.6M +409,249 +20%
Citadel Advisors
23
Citadel Advisors
Florida
$118M +$91.4M +1,263,241 +244%
Deutsche Bank
24
Deutsche Bank
Germany
$113M +$26.1M +361,487 +27%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$108M +$64.9M +897,445 +122%

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.