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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
AG
1026
AmeriFlex Group
Nevada
$80.4K +$63.3K +194 New
BWM
1027
Bernard Wealth Management
Michigan
$78K +$66.6K +204 New
PFSC
1028
Peoples Financial Services Corp
Pennsylvania
$76.5K
DF
1029
DNCA Finance
France
$75.7K +$8.49K +26 +15%
SIS
1030
Strategic Investment Solutions
Illinois
$73.4K +$44.4K +136 +1,360%
HI
1031
Harbour Investments
Wisconsin
$72.3K +$27.4K +84 +80%
VCM
1032
Versant Capital Management
Arizona
$70K +$4.9K +15 +9%
HI
1033
Human Investing
Oregon
$68.8K +$58.8K +180 New
MG
1034
Mather Group
Illinois
$68.1K +$10.1K +31 +21%
T
1035
TOBAM
France
$68K -$70.2K -215 -55%
CWC
1036
Carolinas Wealth Consulting
North Carolina
$63.4K +$12.7K +39 +31%
GBT
1037
Grove Bank & Trust
Florida
$62.3K +$326 +1 +0.6%
CBT
1038
CoreFirst Bank & Trust
Kansas
$61.2K +$39.2K +120 +300%
FDW
1039
Fourth Dimension Wealth
Ohio
$61.2K +$52.2K +160 New
AAG
1040
Armstrong Advisory Group
Massachusetts
$55.5K
TF
1041
Tompkins Financial
New York
$53.5K
HNW
1042
High Note Wealth
Minnesota
$52.8K +$45.1K +138 New
GKIM
1043
GW&K Investment Management
Massachusetts
$52K +$1.63K +5 +4%
GWSG
1044
GPS Wealth Strategies Group
Colorado
$48.9K
TWD
1045
True Wealth Design
Ohio
$48K +$27.1K +83 +193%
CA
1046
Centerpoint Advisors
Massachusetts
$48K
ANBT
1047
American National Bank & Trust
Texas
$47.8K
HWA
1048
HHM Wealth Advisors
Tennessee
$47K
TCOV
1049
Trust Company of Vermont
Vermont
$44.4K +$8.16K +25 +27%
GPFA
1050
Game Plan Financial Advisors
Ohio
$43.9K

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.