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Sally Beauty Holdings

245 hedge funds and large institutions have $1.03B invested in Sally Beauty Holdings in 2025 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 79

3.37% more ownership

Funds ownership: 108.85%112.22% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 35

1% less funds holding

Funds holding: 248245 (-3)

11% less capital invested

Capital invested by funds: $1.17B → $1.03B (-$131M)

97% less call options, than puts

Call options by funds: $226K | Put options by funds: $7.27M

Holders
245
Holders Change
-3
Holders Change %
-1.21%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
97
Reduced
79
Closed
35
Calls
$226K
Puts
$7.27M
Net Calls
-$7.04M
Net Calls Change
-$6.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$2.6K
GWM
227
Geneos Wealth Management
Colorado
$2.19K +$798 +81 New
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$1.85K -$227 -23 -10%
Osaic Holdings
229
Osaic Holdings
Arizona
$1.81K +$887 +90 +82%
PS
230
Principal Securities
Iowa
$1.65K
AAP
231
Arax Advisory Partners
Colorado
$1.32K +$1.44K +146 New
Optiver Holding
232
Optiver Holding
Netherlands
$1.3K
MCM
233
MAI Capital Management
Ohio
$1.26K +$1.05K +107 +334%
NSIM
234
North Star Investment Management
Illinois
$1.14K
LC
235
Lindbrook Capital
California
$1.14K +$493 +50 +66%
PFBT
236
Parkside Financial Bank & Trust
Missouri
$850 +$493 +50 +114%
Jones Financial Companies
237
Jones Financial Companies
Missouri
$805
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$677
BFS
239
Bare Financial Services
Pennsylvania
$515 +$561 +57 New
SW
240
SVB Wealth
Massachusetts
$442 +$483 +49 New
SC
241
Stephens Consulting
Michigan
$407 +$443 +45 New
TWD
242
True Wealth Design
Ohio
$226 +$246 +25 New
FFA
243
Farther Finance Advisors
California
$187 -$59 -6 -22%
LFG
244
Larson Financial Group
Missouri
$163
CIAM
245
Caitong International Asset Management
Hong Kong
$72 -$34.9K -3,539 -100%
CSS
246
Cubist Systematic Strategies
Connecticut
-$10.6M -1,014,186 Closed
ECM
247
ExodusPoint Capital Management
New York
-$3.91M -374,162 Closed
MC
248
Maverick Capital
Texas
-$2.29M -219,529 Closed
Marshall Wace
249
Marshall Wace
United Kingdom
-$2.16M -206,622 Closed
IECM
250
Intrinsic Edge Capital Management
Illinois
-$1.37M -130,689 Closed

SBH Hedge Fund Activity: Q1 2025 in Review

245 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q1 2025, worth a combined $1.03B — down 11% from $1.17B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of SBH and 34 opened new positions — a net loss of 1 holder — while 79 trimmed existing stakes and 97 added.

The largest buyer was Fisher Asset Management, adding an estimated $22.4M. The largest seller was Fidelity Investments, cutting an estimated $61.1M.

  • 245 institutional investors held Sally Beauty Holdings (SBH) as of Q1 2025, down from 248 in Q4 2024.
  • Funds reported $1.03B of Sally Beauty Holdings stock for Q1 2025, down 11% quarter-over-quarter.
  • 34 funds opened new Sally Beauty Holdings positions in Q1 2025 and 35 closed out, a net change of -1 holder.
  • The largest Sally Beauty Holdings buyer in Q1 2025 was Fisher Asset Management, an estimated $22.4M added.
  • The largest Sally Beauty Holdings seller in Q1 2025 was Fidelity Investments, an estimated $61.1M sold.

Based on aggregated 13F filings for Q1 2025.