lululemon athletica
LULU
850 hedge funds and large institutions have $9.45B invested in lululemon athletica in 2026 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 284 increasing their positions, 338 reducing their positions, and 219 closing their positions.
1% more call options, than puts
Call options by funds: $1.73B | Put options by funds: $1.71B
0.57% less ownership
Funds ownership: 76.88% → 76.31% (-0.57%)
11% less funds holding
Funds holding: 958 → 850 (-108)
16% less repeat investments, than reductions
Existing positions increased: 284 | Existing positions reduced: 338
27% less capital invested
Capital invested by funds: $13B → $9.45B (-$3.54B)
44% less first-time investments, than exits
New positions opened: 122 | Existing positions closed: 219
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$270M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$96.6M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$90.9M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$83.1M |
| 5 |
Goldman Sachs
New York
|
+$82.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$454M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$150M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$93.9M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$90.5M |
| 5 |
BlackRock
New York
|
-$87M |
LULU Hedge Fund Activity: Q2 2026 in Review
850 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in lululemon athletica (LULU) for Q2 2026, worth a combined $9.45B — down 27% from $13B a quarter earlier.
Sellers outnumbered buyers: 219 funds closed out of LULU and 122 opened new positions — a net loss of 97 holders — while 338 trimmed existing stakes and 284 added.
The largest buyer was Fidelity International, adding an estimated $270M. The largest seller was Fidelity Investments, cutting an estimated $454M.
- 850 institutional investors held lululemon athletica (LULU) as of Q2 2026, down from 958 in Q1 2026.
- Funds reported $9.45B of lululemon athletica stock for Q2 2026, down 27% quarter-over-quarter.
- 122 funds opened new lululemon athletica positions in Q2 2026 and 219 closed out, a net change of -97 holders.
- The largest lululemon athletica buyer in Q2 2026 was Fidelity International, an estimated $270M added.
- The largest lululemon athletica seller in Q2 2026 was Fidelity Investments, an estimated $454M sold.
Based on aggregated 13F filings for Q2 2026.