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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
RFS
1076
Richardson Financial Services
Massachusetts
$30K +$4.9K +15 +24%
CIA
1077
Cape Investment Advisory
Georgia
$29.8K -$79K -242 -76%
AFS
1078
Anderson Financial Strategies
Ohio
$29.8K +$25.5K +78 New
FMII
1079
Farmers & Merchants Investments Inc
Nebraska
$29.1K -$326 -1 -1%
WA
1080
WPG Advisers
Maryland
$29.1K +$24.8K +76 New
DAM
1081
Delta Asset Management
Tennessee
$28.7K
FFO
1082
Fortitude Family Office
Arizona
$28.7K
LFG
1083
Larson Financial Group
Missouri
$27.2K -$8.49K -26 -27%
TH
1084
TCTC Holdings
Texas
$26.4K +$22.5K +69 New
PB
1085
Pinnacle Bancorp
Nebraska
$26K
SVCP
1086
Silicon Valley Capital Partners
California
$25.2K
TCM
1087
TD Capital Management
Tennessee
$24.9K
USB
1088
Union Savings Bank
Connecticut
$24.9K
LFASL
1089
Lugano Financial Advisors SA (LFA)
Switzerland
$24.1K +$20.6K +63 New
BTI
1090
Blue Trust Inc
Georgia
$22.2K -$206K -630 -92%
LI
1091
LRI Investments
Florida
$21K
TFA
1092
Toth Financial Advisory
Virginia
$21K
BWL
1093
Bogart Wealth LLC
Virginia
$20.6K -$6.53K -20 -27%
CTC
1094
Central Trust Company
Missouri
$19.5K +$1.96K +6 +13%
WWP
1095
WR Wealth Planners
Missouri
$19.1K -$653 -2 -4%
EBA
1096
Eagle Bay Advisors
New York
$19.1K
CBT
1097
Crews Bank & Trust
Florida
$19.1K +$16.3K +50 New
FMB
1098
Field & Main Bank
Kentucky
$19.1K
PP
1099
Pacifica Partners
Canada
$18.6K -$66.9K -205 -80%
CP
1100
Castleview Partners
Texas
$18.2K +$16K +49 New

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.