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lululemon athletica

1,231 hedge funds and large institutions have $39.1B invested in lululemon athletica in 2024 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 377 increasing their positions, 445 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 106

120% more funds holding in top 10

Funds holding in top 10: 1022 (+12)

45% more capital invested

Capital invested by funds: $27B → $39.1B (+$12.1B)

14% more funds holding

Funds holding: 1,0791,231 (+152)

2.34% more ownership

Funds ownership: 85.27%87.61% (+2.3%)

15% less repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 445

25% less call options, than puts

Call options by funds: $2.59B | Put options by funds: $3.46B

Holders
1,231
Holders Change
+152
Holders Change %
+14.09%
% of All Funds
16.21%
Holding in Top 10
22
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+120%
% of All Funds
0.29%
New
275
Increased
377
Reduced
445
Closed
106
Calls
$2.59B
Puts
$3.46B
Net Calls
-$871M
Net Calls Change
-$663M
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
576
Aurora Investment Counsel
Georgia
$1.16M +$992K +3,040 New
SFS
577
Stiles Financial Services
Minnesota
$1.16M +$123K +377 +14%
Capstone Investment Advisors
578
Capstone Investment Advisors
New York
$1.16M -$4.45M -13,637 -82%
MBT
579
Montecito Bank & Trust
California
$1.16M +$164K +502 +20%
AFCM
580
Applied Finance Capital Management
Puerto Rico
$1.15M
SMH
581
Sanders Morris Harris
Texas
$1.15M
SC
582
Saturna Capital
Washington
$1.15M -$675K -2,069 -41%
HCM
583
Helios Capital Management
Singapore
$1.15M
MFS
584
Monetta Financial Services
Illinois
$1.15M
CT
585
Caldwell Trust
Florida
$1.15M +$402K +1,231 +70%
AF
586
Alerus Financial
North Dakota
$1.14M -$88.5K -271 -8%
WI
587
Wahed Invest
New York
$1.14M +$19.9K +61 +2%
CPC
588
Congress Park Capital
New York
$1.14M -$139K -425 -12%
P
589
&Partners
Tennessee
$1.14M +$305K +933 +45%
IAA
590
Independent Advisor Alliance
North Carolina
$1.13M -$2.94K -9 -0.3%
MWM
591
Meridian Wealth Management
Kentucky
$1.13M +$13.4K +41 +1%
WA
592
Win Advisors
Florida
$1.13M +$965K +2,955 New
IAIM
593
International Assets Investment Management
Florida
$1.11M -$291M -892,744 -100%
AT
594
American Trust
Kentucky
$1.11M +$1.96K +6 +0.2%
TCA
595
Transcend Capital Advisors
New Jersey
$1.1M -$61.4K -188 -6%
FAIM
596
Financial Advocates Investment Management
Washington
$1.1M -$26.1K -80 -3%
ES
597
Eagle Strategies
New York
$1.1M +$18K +55 +2%
VLKIM
598
Van Lanschot Kempen Investment Management
Netherlands
$1.1M -$11.8K -36 -1%
TC
599
TFR Capital
Texas
$1.09M +$934K +2,860 New
Wolverine Trading
600
Wolverine Trading
Illinois
$1.09M -$255K -781 -22%

LULU Hedge Fund Activity: Q4 2024 in Review

1,231 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q4 2024, worth a combined $39.1B — up 45% from $27B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LULU positions and 106 closed out — a net gain of 169 holders — while 377 added to existing stakes and 445 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $774M. The largest seller was Fidelity Investments, cutting an estimated $417M.

  • 1,231 institutional investors held lululemon athletica (LULU) as of Q4 2024, up from 1,079 in Q3 2024.
  • Funds reported $39.1B of lululemon athletica stock for Q4 2024, up 45% quarter-over-quarter.
  • 275 funds opened new lululemon athletica positions in Q4 2024 and 106 closed out, a net change of +169 holders.
  • The largest lululemon athletica buyer in Q4 2024 was T. Rowe Price Associates, an estimated $774M added.
  • The largest lululemon athletica seller in Q4 2024 was Fidelity Investments, an estimated $417M sold.

Based on aggregated 13F filings for Q4 2024.