e.l.f. Beauty
459 hedge funds and large institutions have $4.44B invested in e.l.f. Beauty in 2025 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 152 increasing their positions, 166 reducing their positions, and 122 closing their positions.
0.29% more ownership
Funds ownership: 97.68% → 97.96% (+0.29%)
4% less call options, than puts
Call options by funds: $303M | Put options by funds: $316M
8% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 166
9% less funds holding
Funds holding: 502 → 459 (-43)
31% less first-time investments, than exits
New positions opened: 84 | Existing positions closed: 122
40% less funds holding in top 10
Funds holding in top 10: 10 → 6 (-4)
42% less capital invested
Capital invested by funds: $7.67B → $4.44B (-$3.23B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$88.2M |
| 2 |
ICP
Ilex Capital Partners
London,
United Kingdom
|
+$81.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$70M |
| 4 |
Swedbank
Stockholm,
Sweden
|
+$66.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$96.8M |
| 2 |
BlackRock
New York
|
-$84.6M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$83.6M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$80.7M |
| 5 |
AM
Atreides Management
Boston,
Massachusetts
|
-$71.3M |
ELF Hedge Fund Activity: Q4 2025 in Review
459 of the 8,231 institutional investors tracked by Wall St. Rank reported a position in e.l.f. Beauty (ELF) for Q4 2025, worth a combined $4.44B — down 42% from $7.67B a quarter earlier.
Sellers outnumbered buyers: 122 funds closed out of ELF and 84 opened new positions — a net loss of 38 holders — while 166 trimmed existing stakes and 152 added.
The largest buyer was BNP Paribas Financial Markets, adding an estimated $88.2M. The largest seller was Fidelity Investments, cutting an estimated $96.8M.
- 459 institutional investors held e.l.f. Beauty (ELF) as of Q4 2025, down from 502 in Q3 2025.
- Funds reported $4.44B of e.l.f. Beauty stock for Q4 2025, down 42% quarter-over-quarter.
- 84 funds opened new e.l.f. Beauty positions in Q4 2025 and 122 closed out, a net change of -38 holders.
- The largest e.l.f. Beauty buyer in Q4 2025 was BNP Paribas Financial Markets, an estimated $88.2M added.
- The largest e.l.f. Beauty seller in Q4 2025 was Fidelity Investments, an estimated $96.8M sold.
Based on aggregated 13F filings for Q4 2025.