Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

LULULEMON ATHLETICA INC (LULU)

1K + Investors. Track Smart Money conviction in LULU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +91
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — LULU

Based on 941 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LULU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 83% of 3.0Y peak

83% of all-time peak
941 funds currently hold this stock — 83% of the 3.0-year high of 1,136 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 16% fewer funds vs a year ago

fund count last 6Q
183 fewer hedge funds hold LULU compared to a year ago (-16% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

531 buying495 selling
Last quarter: 531 funds bought or added vs 495 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+115 vs last Q)

new funds entering per quarter
Funds opening a new LULU position: 122 → 132 → 120 → 235. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 16% medium ■ 21% new
594 out of 941 hedge funds have held LULU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+15% value, -0% shares)

Value
+14%
Shares
0%
Last quarter: total value of institutional LULU holdings rose +15% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

237 → 122 → 132 → 120 → 235 new funds/Q
New funds entering each quarter: 122 → 132 → 120 → 235. A growing number of institutions are discovering LULU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 11% 1-2yr ■ 22% new
Of 1,014 current holders: 683 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
41 of 941 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LULU

How many hedge funds hold LULU — quarterly history vs. share price
Quarterly hedge fund ownership of LULU vs. share price

Market Analysis: LULU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LULU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

124 top-rated funds 10 high-conviction
Consensus
9.1
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: LULU
2026 Q1 Stats Unlock in 12 days 1K + Investors

Track Smart Money conviction in LULU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1014 923 9.86%
13F Shares 121M 121M -0.28%
Total Value $25.18B $21.90B 14.95%
New Positions 241 123 +118
Increased Positions 380 460 -80
Closed Positions 149 243 -94
Reduced Positions 458 407 +51
Total Calls 43 46 -6.52%
Total Puts 40 39 2.56%
PUT/CALL Ratio 0.93 0.85 Neutral

Statistics: LULU

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LULU. Verified SEC 13F-HR filings.

Top 25 institutional holders of LULU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Leibman Financial Services, Inc. 2.24% 19,930 $3.1M
2 Stelac Advisory Services LLC 1.62% 52,409 $8.0M
3 Rayburn West Financial Services LLC 1.60% 17,790 $2.7M
4 AlpenGlobal Capital LLC 1.53% 15,716 $2.4M
5 BENDER ROBERT & ASSOCIATES 1.50% 40,772 $6.2M
6 WINSLOW ASSET MANAGEMENT INC 1.43% 48,091 $7K
7 FLOSSBACH VON STORCH SE 1.33% 1,857,905 $284.4M
8 BRIGHT ROCK CAPITAL MANAGEMENT, LLC 1.21% 40,000 $6.1M
9 Silverleafe Capital Partners, LLC 1.03% 22,800 $3.5M
10 TILIA FIDUCIARY PARTNERS, INC. 0.94% 11,138 $1.7M
11 RWWM, Inc. 0.82% 73,385 $11.2M
12 ROCKLAND TRUST CO 0.64% 104,000 $15.9M
13 Eaton Financial Holdings Company, LLC 0.63% 12,562 $1.9M
14 OUTFITTERS FINANCIAL LLC 0.62% 5,235 $801K
15 Clean Yield Group 0.61% 14,231 $2.2M
16 CIDEL ASSET MANAGEMENT INC 0.60% 72,300 $11.1M
17 Barnes Dennig Private Wealth Management LLC 0.59% 3,887 $595K
18 4WEALTH ADVISORS, INC. 0.55% 4,452 $649K
19 Renasant Bank 0.53% 4,902 $750K
20 Peterson Wealth Services 0.52% 13,718 $2.1M
21 Capitol Family Office, Inc. 0.51% 2,096 $436K
22 Lakewood Asset Management LLC 0.50% 5,107 $782K
23 one8zero8, LLC 0.50% 14,520 $2.2M
24 Sicart Associates LLC 0.48% 12,214 $1.9M
25 Camelot Portfolios, LLC 0.48% 4,200 $643K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — LULULEMON ATHLETICA INC (LULU)

What does the Smart Money Trend signal show for LULU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LULU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LULU?

Slight buying edge — 52% buying: Last quarter: 531 funds bought or added vs 495 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LULU holders?

Strong quality — 39% AUM from major funds: 41 of 941 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held LULU?

63% of holders stayed for 2+ years: 594 out of 941 hedge funds have held LULU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.