lululemon athletica
LULU
1,049 hedge funds and large institutions have $22.7B invested in lululemon athletica in 2025 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 390 increasing their positions, 402 reducing their positions, and 210 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
3% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 402
8% less funds holding
Funds holding: 1,136 → 1,049 (-87)
7.66% less ownership
Funds ownership: 90.92% → 83.26% (-7.7%)
24% less capital invested
Capital invested by funds: $29.7B → $22.7B (-$7.03B)
32% less call options, than puts
Call options by funds: $2.03B | Put options by funds: $2.99B
35% less first-time investments, than exits
New positions opened: 137 | Existing positions closed: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$207M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$150M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$114M |
| 4 |
BlackRock
New York
|
+$107M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$1.19B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$728M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$450M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$409M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$319M |
LULU Hedge Fund Activity: Q2 2025 in Review
1,049 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2025, worth a combined $22.7B — down 24% from $29.7B a quarter earlier.
Sellers outnumbered buyers: 210 funds closed out of LULU and 137 opened new positions — a net loss of 73 holders — while 402 trimmed existing stakes and 390 added.
The largest buyer was Southpoint Capital Advisors, opening a new position worth an estimated $207M. The largest seller was T. Rowe Price Associates, cutting an estimated $1.19B.
- 1,049 institutional investors held lululemon athletica (LULU) as of Q2 2025, down from 1,136 in Q1 2025.
- Funds reported $22.7B of lululemon athletica stock for Q2 2025, down 24% quarter-over-quarter.
- 137 funds opened new lululemon athletica positions in Q2 2025 and 210 closed out, a net change of -73 holders.
- The largest lululemon athletica buyer in Q2 2025 was Southpoint Capital Advisors, an estimated $207M added.
- The largest lululemon athletica seller in Q2 2025 was T. Rowe Price Associates, an estimated $1.19B sold.
Based on aggregated 13F filings for Q2 2025.