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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
Goldman Sachs
26
Goldman Sachs
New York
$9.82M -$3.67M -373,030 -26%
CP
27
CenterBook Partners
Connecticut
$8.68M +$7.41M +751,943 +359%
TI
28
Trexquant Investment
Connecticut
$8.62M +$841K +85,399 +10%
N
29
Nuveen
North Carolina
$8.6M -$484K -49,165 -5%
Allianz Asset Management
30
Allianz Asset Management
Germany
$8.21M +$2.2M +223,257 +33%
GI
31
GAMCO Investors
Connecticut
$8.07M +$96.5K +9,800 +1%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$7.85M -$4.7M -477,628 -35%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$7.22M -$38.5K -3,911 -0.5%
Citadel Advisors
34
Citadel Advisors
Florida
$6.36M +$4.87M +494,541 +235%
GLA
35
Great Lakes Advisors
Illinois
$6.01M +$4M +405,801 +156%
Barclays
36
Barclays
United Kingdom
$5.73M -$318K -32,292 -5%
Bank of America
37
Bank of America
North Carolina
$5.52M +$3.9M +395,669 +183%
Ameriprise
38
Ameriprise
Minnesota
$5.33M +$3.31M +335,804 +132%
Principal Financial Group
39
Principal Financial Group
Iowa
$5.06M +$143K +14,513 +3%
GF
40
Gabelli Funds
New York
$4.98M -$86K -8,728 -2%
WP
41
Woodline Partners
California
$4.75M +$10.2K +1,032 +0.2%
Prudential Financial
42
Prudential Financial
New Jersey
$4.35M +$95.3K +9,679 +2%
AQR Capital Management
43
AQR Capital Management
Connecticut
$4.19M +$1.64M +166,637 +54%
Millennium Management
44
Millennium Management
New York
$3.74M -$7.11M -721,880 -64%
First Trust Advisors
45
First Trust Advisors
Illinois
$3.65M +$1.46M +147,953 +58%
PAM
46
Panagora Asset Management
Massachusetts
$3.59M +$1.65M +167,322 +73%
CM
47
CastleKnight Management
New York
$3.45M +$926K +94,000 +33%
Franklin Resources
48
Franklin Resources
California
$3.27M +$2.56M +259,700 +252%
EF
49
Empowered Funds
Pennsylvania
$3.25M +$104K +10,546 +3%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$3.24M +$78.3K +7,949 +2%

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.