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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
SIM
976
Sentry Investment Management
Wisconsin
$184K -$25.5K -78 -14%
GM
977
GeoWealth Management
Illinois
$180K +$48.6K +149 +46%
AAP
978
Arax Advisory Partners
Colorado
$173K +$109K +334 +281%
SAM
979
Smartleaf Asset Management
Massachusetts
$169K +$70.5K +216 +96%
MCA
980
Midwest Capital Advisors
Michigan
$164K +$140K +430 New
AA
981
Addison Advisors
Vermont
$160K -$653 -2 -0.5%
HCM
982
Horrell Capital Management
Arkansas
$158K +$653 +2 +0.5%
RBC
983
Roble Belko & Company
Pennsylvania
$156K
PPA
984
Painted Porch Advisors
California
$151K +$37.5K +115 +41%
CH
985
Cromwell Holdings
Wyoming
$145K +$89.5K +274 +258%
PFBT
986
Parkside Financial Bank & Trust
Missouri
$145K -$95.3K -292 -44%
KA
987
Kozak & Associates
Colorado
$143K -$208K -638 -63%
BCMLT
988
Beacon Capital Management LLC (Tennessee)
Tennessee
$142K +$7.84K +24 +7%
IWA
989
Icon Wealth Advisors
Texas
$139K +$119K +363 New
PSFG
990
Park Square Financial Group
Georgia
$137K +$117K +357 New
NMG
991
New Millennium Group
Utah
$135K +$326 +1 +0.3%
WIM
992
Westside Investment Management
California
$134K +$16.3K +50 +17%
AIP
993
Arrowpoint Investment Partners
Singapore
$128K +$109K +335 New
TFA
994
Transamerica Financial Advisors
Florida
$125K +$18K +55 +20%
PMFA
995
Plante Moran Financial Advisors
Michigan
$124K
CAL
996
Capital Advisors Ltd
Ohio
$124K +$9.14K +28 +9%
CWM
997
Compass Wealth Management
Connecticut
$120K
CFO
998
CVA Family Office
Colorado
$115K +$15K +46 +18%
VWM
999
Venturi Wealth Management
Texas
$114K -$30.4K -93 -24%
CPBTD
1000
Central Pacific Bank - Trust Division
Hawaii
$111K -$4.9K -15 -5%

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.