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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
TPW
1151
Talon Private Wealth
Florida
$6.88K
T
1152
Transce3nd
Texas
$6.88K +$5.88K +18 New
DF
1153
Dunhill Financial
United Kingdom
$6.73K
OC
1154
Oakworth Capital
Alabama
$6.5K -$653 -2 -11%
FMP
1155
Financial Management Professionals
Texas
$6.5K
IWP
1156
IAG Wealth Partners
Wisconsin
$6.5K +$5.55K +17 New
Q1WB
1157
Quest 10 Wealth Builders
Virginia
$6.5K +$5.55K +17 New
CPG
1158
Cornerstone Planning Group
New Jersey
$6.45K +$1.96K +6 +60%
S
1159
Sachetta
Massachusetts
$6.12K -$326 -1 -6%
MFG
1160
Mendota Financial Group
Wisconsin
$6.12K
DCM
1161
Davis Capital Management
Florida
$6.12K +$5.22K +16 New
AW
1162
Avion Wealth
Texas
$6K -$2.94K -9 -33%
BMC
1163
Bear Mountain Capital
Washington
$5.43K
VWA
1164
Valued Wealth Advisors
Utah
$5.35K +$1.31K +4 +40%
FP
1165
Financial Perspectives
Minnesota
$5.35K +$4.57K +14 New
RF
1166
Robbins Farley
New Hampshire
$4.97K
RTL
1167
Red Tortoise LLC
Georgia
$4.97K
AS
1168
Altshuler Shaham
Israel
$4.59K +$3.92K +12 New
PCFFS
1169
Pacific Center for Financial Services
California
$4.21K -$1.63K -5 -31%
CIR
1170
Clear Investment Research
Georgia
$4.21K
WCM
1171
Winthrop Capital Management
Indiana
$4K +$1.96K +6 +150%
MSWM
1172
Mowery & Schoenfeld Wealth Management
Illinois
$3.83K +$3.27K +10 New
NECFA
1173
New England Capital Financial Advisors
Connecticut
$3.83K +$3.27K +10 New
CWA
1174
Carolina Wealth Advisors
South Carolina
$3.82K
JGIA
1175
Jackson Grant Investment Advisers
Connecticut
$3.82K

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.