lululemon athletica
LULU
1,136 hedge funds and large institutions have $29.7B invested in lululemon athletica in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 454 increasing their positions, 416 reducing their positions, and 193 closing their positions.
3.31% more ownership
Funds ownership: 87.61% → 90.92% (+3.3%)
9% more repeat investments, than reductions
Existing positions increased: 454 | Existing positions reduced: 416
8% less funds holding
Funds holding: 1,232 → 1,136 (-96)
24% less capital invested
Capital invested by funds: $39.1B → $29.7B (-$9.37B)
27% less call options, than puts
Call options by funds: $1.79B | Put options by funds: $2.43B
39% less first-time investments, than exits
New positions opened: 118 | Existing positions closed: 193
64% less funds holding in top 10
Funds holding in top 10: 22 → 8 (-14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.87B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$306M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$177M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$170M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Edgewood Management
Greenwich,
Connecticut
|
-$778M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$254M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$178M |
| 4 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$155M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$98.4M |
LULU Hedge Fund Activity: Q1 2025 in Review
1,136 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q1 2025, worth a combined $29.7B — down 24% from $39.1B a quarter earlier.
Sellers outnumbered buyers: 193 funds closed out of LULU and 118 opened new positions — a net loss of 75 holders — while 416 trimmed existing stakes and 454 added.
The largest buyer was Fidelity Investments, adding an estimated $1.87B. The largest seller was Edgewood Management, cutting an estimated $778M.
- 1,136 institutional investors held lululemon athletica (LULU) as of Q1 2025, down from 1,232 in Q4 2024.
- Funds reported $29.7B of lululemon athletica stock for Q1 2025, down 24% quarter-over-quarter.
- 118 funds opened new lululemon athletica positions in Q1 2025 and 193 closed out, a net change of -75 holders.
- The largest lululemon athletica buyer in Q1 2025 was Fidelity Investments, an estimated $1.87B added.
- The largest lululemon athletica seller in Q1 2025 was Edgewood Management, an estimated $778M sold.
Based on aggregated 13F filings for Q1 2025.