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Sally Beauty Holdings

250 hedge funds and large institutions have $1.76B invested in Sally Beauty Holdings in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $994M → $1.76B (+$764M)

66% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 29

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

7% more funds holding

Funds holding: 234250 (+16)

2.68% more ownership

Funds ownership: 106.55%109.23% (+2.7%)

9% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 89

65% less call options, than puts

Call options by funds: $4.03M | Put options by funds: $11.6M

Holders
250
Holders Change
+16
Holders Change %
+6.84%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
81
Reduced
89
Closed
29
Calls
$4.03M
Puts
$11.6M
Net Calls
-$7.57M
Net Calls Change
-$474K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
226
Optiver Holding
Netherlands
$3.06K +$553 +44 +31%
RIL
227
Rothschild Investment LLC
Illinois
$2.44K +$314 +25 +20%
Jones Financial Companies
228
Jones Financial Companies
Missouri
$2.17K +$88 +7 +5%
NSIM
229
North Star Investment Management
Illinois
$2.05K
FFA
230
Farther Finance Advisors
California
$1.64K +$377 +30 +42%
QL
231
Quarry LP
New York
$1.32K -$51.5K -4,095 -98%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.22K
PFBT
233
Parkside Financial Bank & Trust
Missouri
$1.21K
PIM
234
Plato Investment Management
Australia
$1.13K
SWM
235
Spire Wealth Management
Virginia
$1.11K
MCM
236
MAI Capital Management
Ohio
$1.04K -$2.44K -194 -75%
CA
237
Clearstead Advisors
Ohio
$1.04K +$805 +64 New
RWM
238
Rialto Wealth Management
New York
$1.01K
SS
239
Sunbelt Securities
Texas
$830 +$641 +51 New
RWML
240
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$830 +$641 +51 New
Barrow, Hanley, Mewhinney & Strauss
241
Barrow, Hanley, Mewhinney & Strauss
Texas
$798 +$616 +49 New
AGWCA
242
Annis Gardner Whiting Capital Advisors
Florida
$652
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$521
HNB
244
Huntington National Bank
Ohio
$407
PA
245
Parallel Advisors
California
$399 -$13 -1 -4%
FC
246
Financial Consulate
Maryland
$326 +$251 +20 New
CMA
247
Cedar Mountain Advisors
Oregon
$309 +$239 +19 New
PAM
248
Palisade Asset Management
Minnesota
$131 +$101 +8 New
JWM
249
JPL Wealth Management
Colorado
$33 +$25 +2 New
SS
250
SBI Securities
Japan
$16

SBH Hedge Fund Activity: Q3 2025 in Review

250 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q3 2025, worth a combined $1.76B — up 77% from $994M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new SBH positions and 29 closed out — a net gain of 19 holders — while 81 added to existing stakes and 89 trimmed.

The largest buyer was Wasatch Advisors, opening a new position worth an estimated $57.8M. The largest seller was UBS Group, cutting an estimated $17.1M.

  • 250 institutional investors held Sally Beauty Holdings (SBH) as of Q3 2025, up from 234 in Q2 2025.
  • Funds reported $1.76B of Sally Beauty Holdings stock for Q3 2025, up 77% quarter-over-quarter.
  • 48 funds opened new Sally Beauty Holdings positions in Q3 2025 and 29 closed out, a net change of +19 holders.
  • The largest Sally Beauty Holdings buyer in Q3 2025 was Wasatch Advisors, an estimated $57.8M added.
  • The largest Sally Beauty Holdings seller in Q3 2025 was UBS Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2025.