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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
PA
201
Parallel Advisors
California
$35.4K +$32.5K +3,304 +536%
US Bancorp
202
US Bancorp
Minnesota
$24.9K -$2.17K -220 -7%
Federated Hermes
203
Federated Hermes
Pennsylvania
$23K -$11.3K -1,152 -31%
Nisa Investment Advisors
204
Nisa Investment Advisors
Missouri
$19K +$8.37K +850 +68%
HNB
205
Huntington National Bank
Ohio
$17.9K -$433 -44 -2%
BIG
206
Brooklyn Investment Group
New York
$17.6K +$19.2K +1,947 New
HCA
207
Harbor Capital Advisors
Illinois
$16K +$5.78K +587 +51%
GSWM
208
Golden State Wealth Management
California
$15.7K
IA
209
IFP Advisors
Florida
$11.2K +$4.92K +500 +67%
W
210
WealthCollab
Washington
$10.6K
FHA
211
First Horizon Advisors
Tennessee
$10.2K
PMAM
212
Picton Mahoney Asset Management
Ontario, Canada
$10K +$10.2K +1,036 New
SAM
213
Smartleaf Asset Management
Massachusetts
$9.28K -$9.54K -969 -48%
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$7.52K +$690 +70 +9%
C
215
Covestor
United Kingdom
$7K +$197 +20 +3%
S
216
SignatureFD
Georgia
$5.63K -$3.91K -397 -39%
VCM
217
Versant Capital Management
Arizona
$4.88K +$3.18K +323 +149%
CCM
218
Coldstream Capital Management
Washington
$4.22K +$4.6K +467 New
EWA
219
EverSource Wealth Advisors
Alabama
$4.05K +$207 +21 +5%
Bessemer Group
220
Bessemer Group
New Jersey
$4K -$148 -15 -3%
AF
221
Allworth Financial
California
$3.65K +$3.69K +375 +457%
PIM
222
Plato Investment Management
Australia
$3.39K +$3.65K +371 New
PLU
223
Performa Ltd (US)
South Carolina
$2.94K +$542 +55 +20%
FDCDDQ
224
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.71K
RIL
225
Rothschild Investment LLC
Illinois
$2.71K +$1.13K +115 +62%

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.