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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
NAM
151
NorthCrest Asset Manangement
Minnesota
$244K +$325 +33 +0.1%
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$220K +$26.1K +2,648 +12%
Envestnet Asset Management
153
Envestnet Asset Management
Illinois
$220K +$56.2K +5,703 +31%
Grantham, Mayo, Van Otterloo & Co (GMO)
154
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$219K +$239K +24,234 New
ProShare Advisors
155
ProShare Advisors
Maryland
$217K -$69.1K -7,012 -23%
OPERF
156
Oregon Public Employees Retirement Fund
Oregon
$211K -$5.91K -600 -3%
CWM
157
CIBC World Markets
New York
$204K +$223K +22,635 New
KK
158
KLP Kapitalforvaltning
Norway
$200K
Walleye Trading
159
Walleye Trading
New York
$195K +$213K +21,609 New
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$194K
GCM
161
Graham Capital Management
Connecticut
$193K -$29K -2,947 -12%
Zurich Cantonal Bank
162
Zurich Cantonal Bank
Switzerland
$187K
AC
163
AXQ Capital
New Jersey
$183K +$63.7K +6,471 +47%
AWM
164
AE Wealth Management
Kansas
$178K -$1.34K -136 -0.7%
Bank of Montreal
165
Bank of Montreal
Ontario, Canada
$175K -$97.3K -9,875 -34%
Corient Private Wealth
166
Corient Private Wealth
Florida
$158K -$16.9K -1,711 -9%
HighTower Advisors
167
HighTower Advisors
Illinois
$155K +$170K +17,218 New
IRC
168
Investors Research Corp
Georgia
$151K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$149K +$30.5K +3,095 +23%
TC
170
TradeLink Capital
Illinois
$136K +$148K +15,037 New
MOACM
171
Mutual of America Capital Management
New York
$134K -$5.77K -586 -4%
HPM
172
Hudson Portfolio Management
New York
$130K
OR
173
Olympiad Research
Connecticut
$126K -$120K -12,213 -47%
ECM
174
Evergreen Capital Management
Washington
$123K +$19.8K +2,009 +17%
IC
175
IEQ Capital
California
$119K +$130K +13,226 New

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.