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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
UWS
701
Unique Wealth Strategies
Illinois
$651K +$556K +1,702 New
MFG
702
Merit Financial Group
Georgia
$645K +$293K +897 +114%
FCA
703
Fortis Capital Advisors
Kansas
$644K
SIA
704
Schechter Investment Advisors
Michigan
$644K +$31.7K +97 +6%
MSA
705
MUFG Securities Americas
New York
$638K +$545K +1,668 New
EFM
706
E Fund Management
China
$634K -$1.23M -3,762 -69%
CRC
707
Curi RMB Capital
Illinois
$632K +$539K +1,652 New
AssetMark Inc
708
AssetMark Inc
California
$631K +$10.8K +33 +2%
KWM
709
Kingsview Wealth Management
Oregon
$629K +$28.7K +88 +6%
AWS
710
Atria Wealth Solutions
New York
$619K -$743K -2,275 -58%
RA
711
Ransom Advisory
Rhode Island
$618K -$16.3K -50 -3%
VVP
712
Venture Visionary Partners
Ohio
$606K
HFP
713
Holistic Financial Partners
Indiana
$605K -$14.4K -44 -3%
CAG
714
Crestwood Advisors Group
Massachusetts
$602K +$58.1K +178 +13%
HI
715
Horizon Investments
North Carolina
$601K +$3.92K +12 +0.8%
CNBTD
716
Citizens National Bank Trust Department
Mississippi
$599K +$512K +1,567 New
AWM
717
Avitas Wealth Management
California
$591K -$12.4K -38 -2%
GS
718
GTS Securities
New York
$587K -$14M -42,835 -97%
IPAM
719
ICICI Prudential Asset Management
India
$586K -$979 -3 -0.2%
OWA
720
Outlook Wealth Advisors
Texas
$585K +$132K +404 +36%
SW
721
SkyOak Wealth
Michigan
$583K +$245K +751 +97%
SCA
722
Snowden Capital Advisors
New York
$581K -$230K -705 -32%
AF
723
Advisornet Financial
Minnesota
$581K -$83.6K -256 -14%
GI
724
GAMMA Investing
California
$579K +$179K +548 +57%
ST
725
Smithfield Trust
Pennsylvania
$578K +$82.9K +254 +20%

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.