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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
MFS
1001
Mattson Financial Services
Michigan
$108K -$249K -764 -66%
RDFA
1002
Ritter Daniher Financial Advisory
Ohio
$103K -$55.5K -170 -39%
NFSG
1003
Newbridge Financial Services Group
Florida
$101K +$85.9K +263 New
UCB
1004
United Community Bank
South Carolina
$99.4K
PPA
1005
Pilgrim Partners Asia
Singapore
$99.4K +$84.9K +260 New
RA
1006
Rise Advisors
New York
$98.7K +$326 +1 +0.4%
CFFP
1007
Center for Financial Planning
Michigan
$98.7K +$67.9K +208 +416%
YP
1008
YANKCOM Partnership
South Dakota
$98.3K +$83.9K +257 New
OP
1009
ORG Partners
Indiana
$97.5K
CA
1010
CoreCap Advisors
Michigan
$97.1K +$25.1K +77 +44%
MHR
1011
Matthew Hamilton Rosenberg
$96.8K -$8.16K -25 -9%
AWM
1012
Avondale Wealth Management
Texas
$95.6K
MA
1013
Modus Advisors
Minnesota
$95.2K +$81.3K +249 New
MIM
1014
Manitou Investment Management
Ontario, Canada
$93.7K
KFI
1015
Key Financial Inc
Pennsylvania
$92.9K
YDMI
1016
Y.D. More Investments
Israel
$91K
OCM
1017
Orion Capital Management
California
$89.9K +$76.7K +235 New
OC
1018
Oarsman Capital
Wisconsin
$87.2K -$38.9K -119 -34%
GIBU
1019
Gulf International Bank (UK)
United Kingdom
$87K -$31.7K -97 -30%
WBC
1020
West Branch Capital
Massachusetts
$86.6K -$4.24K -13 -5%
PTC
1021
Private Trust Company
Ohio
$85.3K +$5.55K +17 +8%
LWANC
1022
Laurel Wealth Advisors (North Carolina)
North Carolina
$84.1K -$9.79K -30 -12%
NIMI
1023
Natixis Investment Managers International
France
$82.2K
RMP
1024
Richards, Merrill & Peterson
Washington
$80.7K +$68.9K +211 New
LWCFA
1025
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$80.6K

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.