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Estee Lauder

809 hedge funds and large institutions have $17.8B invested in Estee Lauder in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $14.2B → $17.8B (+$3.63B)

23% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 107

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

2% more funds holding

Funds holding: 791809 (+18)

1.88% more ownership

Funds ownership: 92.03%93.91% (+1.9%)

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

6% less call options, than puts

Call options by funds: $957M | Put options by funds: $1.01B

Holders
809
Holders Change
+18
Holders Change %
+2.28%
% of All Funds
10.65%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
132
Increased
300
Reduced
277
Closed
107
Calls
$957M
Puts
$1.01B
Net Calls
-$57.3M
Net Calls Change
+$276M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$22M +341,235 +1%
BlackRock
2
BlackRock
New York
$1.35B +$72.1M +1,120,158 +7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.27B +$69.4M +1,078,474 +7%
Capital World Investors
4
Capital World Investors
California
$980M +$413M +6,418,705 +112%
State Street
5
State Street
Massachusetts
$877M +$4.5M +69,959 +0.6%
Eagle Capital Management (New York)
6
Eagle Capital Management (New York)
New York
$778M -$3.06M -47,531 -0.5%
IFP
7
Independent Franchise Partners
United Kingdom
$638M -$5.43M -84,397 -1%
Invesco
8
Invesco
Georgia
$614M +$58.8M +914,594 +14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$476M +$57.4M +892,631 +18%
Morgan Stanley
10
Morgan Stanley
New York
$463M +$99.8M +1,551,372 +37%
VanEck Associates
11
VanEck Associates
New York
$389M -$24.6M -383,096 -7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$337M +$69.9M +1,086,514 +35%
American Century Companies
13
American Century Companies
Missouri
$324M -$32M -497,389 -11%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$294M -$66.9M -1,039,946 -22%
UBS AM
15
UBS AM
Illinois
$260M +$51M +792,677 +33%
Ensign Peak Advisors
16
Ensign Peak Advisors
Utah
$260M +$8.47M +131,594 +4%
UBS Group
17
UBS Group
Switzerland
$238M -$42.7M -664,334 -18%
Northern Trust
18
Northern Trust
Illinois
$197M -$308K -4,788 -0.2%
Norges Bank
19
Norges Bank
Norway
$190M -$38M -591,344 -20%
ATO
20
Alecta Tjanstepension Omsesidigt
Sweden
$185M -$19.8M -308,000 -12%
Marshall Wace
21
Marshall Wace
United Kingdom
$180M +$40.2M +625,454 +39%
Schroder Investment Management Group
22
Schroder Investment Management Group
United Kingdom
$179M +$122M +1,892,629 +593%
Goldman Sachs
23
Goldman Sachs
New York
$160M +$33.1M +515,001 +35%
JP Morgan Chase
24
JP Morgan Chase
New York
$150M -$417M -6,481,126 -78%
Amundi
25
Amundi
France
$142M +$20.6M +320,987 +25%

EL Hedge Fund Activity: Q2 2025 in Review

809 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Estee Lauder (EL) for Q2 2025, worth a combined $17.8B — up 26% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new EL positions and 107 closed out — a net gain of 25 holders — while 300 added to existing stakes and 277 trimmed.

The largest buyer was Capital World Investors, adding an estimated $413M. The largest seller was JP Morgan Chase, cutting an estimated $417M.

  • 809 institutional investors held Estee Lauder (EL) as of Q2 2025, up from 791 in Q1 2025.
  • Funds reported $17.8B of Estee Lauder stock for Q2 2025, up 26% quarter-over-quarter.
  • 132 funds opened new Estee Lauder positions in Q2 2025 and 107 closed out, a net change of +25 holders.
  • The largest Estee Lauder buyer in Q2 2025 was Capital World Investors, an estimated $413M added.
  • The largest Estee Lauder seller in Q2 2025 was JP Morgan Chase, an estimated $417M sold.

Based on aggregated 13F filings for Q2 2025.