lululemon athletica

LULU • NASDAQ

lululemon athletica is a apparel - retail company in the consumer cyclical sector on NASDAQ, led by Calvin R. McDonald, with a market cap of $24.0B. As of Q3 2025, 71% of shares are held by 889 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.62%.

CEOCalvin R. McDonald

Market Cap$24.0B

Apparel - Retail

Consumer Cyclical

Employees38.0K

Websitelululemon.com

Country

United States of America

Overview

Overview of institutional ownership in LULU as of Q3 2025 with a market cap of $21.1B

All Institutions

Institutions: 889
Value Held: $15.0B
Shares Held: 84.3M
Avg Position: $16.9M
Median Position: $685.4K

Hedge Funds

Hedge Funds: 57
Value Held: $662.1M
Shares Held: 3.7M
Avg Position: $11.6M
Median Position: $2.6M

Ownership Breakdown

Institutional (non-HF)

67.93%

$14.3B

Hedge Funds

3.14%

$662.1M

Retail & Other

28.94%

$6.1B

Based on market cap of $21.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LULU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$2.5B 0.04% of portfolio	11.62% 13.8M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$1.8B 0.03% of portfolio	8.37% 9.9M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$827.8M 0.03% of portfolio	3.92% 4.7M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
FMR LLC Institution	-	$723.5M 0.04% of portfolio	3.43% 4.1M shares	≤ Q2 2013 Held for 12y 6m+	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$527.9M 0.03% of portfolio	2.51% 3.0M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$427.8M 0.63% of portfolio	2.03% 2.4M shares	≤ Q2 2013 Held for 12y 6m+	$67.9B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$391.5M 0.06% of portfolio	1.86% 2.2M shares	≤ Q2 2013 Held for 12y 6m+	$633.08B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$380.4M 0.02% of portfolio	1.80% 2.1M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
FLOSSBACH VON STORCH AG RIA/Wealth	Timothy Charles Hill CCO	$343.6M 1.35% of portfolio	1.63% 1.9M shares	Q2 2024 Held for 1y 6m	$25.4B
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$243.3M 0.08% of portfolio	1.15% 1.4M shares	≤ Q2 2013 Held for 12y 6m+	$317.45B

Net Capital Flow

Institutional buying and selling activity for LULU in Q3 2025

Traded: −$1.7B
Buyers: 439
Sellers: 567
Total Bought: +$2.6B
Total Sold: −$4.3B
Avg Position: $13.4M

Biggest Buyers

Institution	Net Bought	Current Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	+$355.1M +2.0M shares	$427.8M 2.4M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	+$149.1M +838.2K shares	$181.6M 1.0M shares
S Squarepoint Ops LLC Hedge Fund•Quant	+$127.3M +715.2K shares	$143.8M 808.0K shares
B BNP PARIBAS ARBITRAGE, SA Institution	+$126.7M +711.9K shares	$183.9M 1.0M shares
J JANE STREET GROUP, LLC Institution	+$126.4M +710.6K shares	$154.1M 866.2K shares
VANGUARD GROUP INC Institution	+$92.9M +521.9K shares	$2.5B 13.8M shares
Invesco Ltd. ETF Provider	+$87.2M +490.1K shares	$391.5M 2.2M shares
P Pacer Advisors, Inc. Institution	+$81.5M +458.3K shares	$84.7M 476.0K shares
D D. E. Shaw & Co., Inc. Institution	+$69.1M +388.2K shares	$80.6M 452.8K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$67.5M +379.5K shares	$88.6M 497.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$1.4B −7.8M shares	$723.5M 4.1M shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$403.5M −2.3M shares	$243.3M 1.4M shares
Mawer Investment Management Ltd. Long Only Manager	−$323.0M −1.4M shares	Sold Off 0 shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$262.0M −1.1M shares	Sold Off 0 shares
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	−$178.2M −750.0K shares	Sold Off 0 shares
A AMERICAN CENTURY COMPANIES INC Institution	−$151.6M −851.9K shares	$62.6M 351.8K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$151.3M −636.7K shares	Sold Off 0 shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	−$128.0M −538.6K shares	Sold Off 0 shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$96.6M −542.9K shares	$29.5M 165.6K shares
AMERIPRISE FINANCIAL INC Institution	−$75.4M −424.9K shares	$53.5M 301.3K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LULU in Q3 2025

New Positions: 42
New Value: $39.3M
Exited Positions: 225
Exited Value: $1.5B

New Positions

Institution	Position Value
Monaco Asset Management SAM RIA/Wealth	$12.3M 69.0K shares
T Tenzing Global Management, LLC Hedge Fund•Long/Short	$5.8M 32.5K shares
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN RIA/Wealth	$4.4M 25.0K shares
Vivaldi Capital Management, LLC RIA/Wealth	$3.6M 20.5K shares
M Massar Capital Management, LP Institution	$1.8M 10.1K shares
JENSEN INVESTMENT MANAGEMENT INC Long Only Manager	$1.5M 8.2K shares
T Timelo Investment Management Inc. Institution	$1.4M 8.0K shares
M MATAURO, LLC RIA/Wealth	$1.1M 6.2K shares
Camelot Portfolios, LLC RIA/Wealth	$765.1K 4.3K shares
R Renasant Bank Institution	$726.0K 4.1K shares

Exited Positions

Institution	Previous Position
Mawer Investment Management Ltd. Long Only Manager	$323.0M 1.4M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	$262.0M 1.1M shares
S Southpoint Capital Advisors LP Hedge Fund•Long/Short	$178.2M 750.0K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$151.3M 636.7K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$128.0M 538.6K shares
River Road Asset Management, LLC Long Only Manager	$39.8M 198.6K shares
F FRANKLIN STREET ADVISORS INC /NC RIA/Wealth	$22.8M 95.9K shares
R Railway Pension Investments Ltd Institution	$21.3M 89.8K shares
Grandeur Peak Global Advisors, LLC Long Only Manager	$20.3M 85.3K shares
B BWCP, LP Hedge Fund•Long/Short	$17.1M 72.1K shares

Options Activity

Institutions with the largest Call and Put options positions in LULU as of Q3 2025

Call Positions: 54
Call Value: $3.2B
Put Positions: 46
Put Value: $3.8B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$767.5M 43.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$720.3M 40.5K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$302.5M 17.0K contracts
J JANE STREET GROUP, LLC Institution	$235.4M 13.2K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$214.3M 12.0K contracts
W WOLVERINE TRADING, LLC Institution	$163.4M 9.1K contracts
BARCLAYS PLC Institution	$105.7M 5.9K contracts
Q Qube Research & Technologies Ltd Institution	$93.7M 5.3K contracts
Walleye Trading LLC RIA/Wealth	$93.3M 5.2K contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$73.7M 4.1K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$974.3M 54.8K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$717.1M 40.3K contracts
J JANE STREET GROUP, LLC Institution	$283.9M 16.0K contracts
D D. E. Shaw & Co., Inc. Institution	$209.3M 11.8K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$176.1M 99.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$148.1M 8.3K contracts
Q Qube Research & Technologies Ltd Institution	$120.9M 6.8K contracts
Toroso Investments, LLC ETF Provider	$106.8M 6.0K contracts
W WOLVERINE TRADING, LLC Institution	$104.8M 5.9K contracts
Walleye Trading LLC RIA/Wealth	$89.5M 5.0K contracts

Most Committed Institutions

Institutions with LULU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Scion Asset Management, LLC Hedge Fund•Multi-Strategy	Michael James Burry CEO	32.35% $17.8M	0.08% 100.0K shares	Q2 2025 Held for 6 months	$55.0M
1 1060 Capital, LLC Institution	-	18.13% $5.3M	0.03% 30.0K shares	Q3 2025 Held for 3 months	$29.4M
R Rule One Partners, LLC Hedge Fund•Sector	Arthur Richards Rule Managing Partner	16.61% $18.7M	0.09% 104.2K shares	Q4 2024 Held for 1 year	$112.3M
Monaco Asset Management SAM RIA/Wealth	Kirstin Lynn Hark Director	4.79% $12.3M	0.06% 69.0K shares	Q3 2025 Held for 3 months	$256.5M
I Incline Global Management LLC Hedge Fund•Long/Short	Jeffrey Louis Lignelli CEO	4.52% $15.2M	0.07% 85.6K shares	Q3 2025 Held for 3 months	$337.3M
T Tenzing Global Management, LLC Hedge Fund•Long/Short	Chetan Ovinder Kapoor CEO	4.06% $5.8M	0.03% 32.5K shares	Q3 2025 Held for 3 months	$142.4M
CenterStar Asset Management, LLC Hedge Fund•Multi-Strategy	Michelin Aldridge Sloneker COO	3.32% $1.7M	0.01% 9.8K shares	Q3 2025 Held for 3 months	$52.6M
L Leibman Financial Services, Inc. Institution	-	3.00% $4.0M	0.02% 22.2K shares	Q3 2024 Held for 1y 3m	$131.7M
T Timelo Investment Management Inc. Institution	-	2.40% $1.4M	0.01% 8.0K shares	Q3 2025 Held for 3 months	$59.3M
HS Management Partners, LLC Long Only Manager	Harry William Segalas CIO	2.38% $18.3M	0.09% 102.8K shares	Q1 2024 Held for 1y 9m	$769.6M

Hedge Fund Spotlight

Discover hedge funds investing in LULU

Avalon Global Asset Management LLC

Hedge Fund • Long/Short

Portfolio ManagerNancy Ann Kukacka

Portfolio Value: $427.8M
Positions: 30
Last Reported: Q3 2025

Sector Allocation

Position in lululemon athletica

Market Value: $5.1M
Shares Held: 28.6K
Portfolio Weight: 1.19%
Owned Since: 2013-Q4

Top Holding	Sector	Market Value	Weight
1 CrowdStrike Holdings, Inc. CRWD	Software - Infrastructure Technology	$34.5M	8.06%
2 Nvidia NVDA	Semiconductors Technology	$33.9M	7.93%
3 Snowflake SNOW	Software - Application Technology	$32.1M	7.50%