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Sally Beauty Holdings

249 hedge funds and large institutions have $1.5B invested in Sally Beauty Holdings in 2025 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $900K | Put options by funds: $674K

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0% more funds holding

Funds holding: 249249 (0)

2% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 85

1.19% less ownership

Funds ownership: 109.23%108.04% (-1.2%)

15% less capital invested

Capital invested by funds: $1.76B → $1.5B (-$255M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
249
Holders Change
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
83
Reduced
85
Closed
39
Calls
$900K
Puts
$674K
Net Calls
+$226K
Net Calls Change
+$7.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
201
Golden State Wealth Management
California
$19.7K
Nisa Investment Advisors
202
Nisa Investment Advisors
Missouri
$19.1K +$648 +43 +3%
FHC
203
First Horizon Corporation
Tennessee
$17.3K -$2.08K -138 -10%
EWA
204
EverSource Wealth Advisors
Alabama
$16.9K -$4.02K -267 -18%
QL
205
Quarry LP
New York
$15.8K +$15.4K +1,024 +1,264%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$15.2K -$889 -59 -5%
SAM
207
Smartleaf Asset Management
Massachusetts
$12.5K +$90 +6 +0.7%
S
208
SignatureFD
Georgia
$12.2K +$1.1K +73 +9%
HFS
209
Hantz Financial Services
Michigan
$12K +$5.73K +380 +80%
LFG
210
Larson Financial Group
Missouri
$10.3K -$17.9K -1,187 -62%
SL
211
Salomon & Ludwin
Virginia
$9.85K -$422 -28 -4%
C
212
Covestor
United Kingdom
$8K +$30 +2 +0.4%
IA
213
IFP Advisors
Florida
$6.35K -$2.44K -162 -27%
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$6.27K -$105 -7 -2%
UB
215
UMB Bank
Missouri
$5.99K +$1.63K +108 +35%
EP
216
Essential Partners
California
$5.13K +$452 +30 +9%
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
$5.11K
PLU
218
Performa Ltd (US)
South Carolina
$4.63K
FDCDDQ
219
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.28K
TWD
220
True Wealth Design
Ohio
$4.09K
FFO
221
Fortitude Family Office
Arizona
$3.94K
AAP
222
Arax Advisory Partners
Colorado
$3.71K -$111K -7,342 -97%
SIS
223
Sound Income Strategies
Florida
$3.43K +$3.35K +222 New
FFA
224
Farther Finance Advisors
California
$2.35K +$964 +64 +63%
RIL
225
Rothschild Investment LLC
Illinois
$2.25K +$121 +8 +5%

SBH Hedge Fund Activity: Q4 2025 in Review

249 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Sally Beauty Holdings (SBH) for Q4 2025, worth a combined $1.5B — down 15% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SBH positions and 39 closed out — a net gain of 3 holders — while 83 added to existing stakes and 85 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $19.6M. The largest seller was Lightrock Netherlands, exiting entirely with an estimated $17.2M sold.

  • 249 institutional investors held Sally Beauty Holdings (SBH) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $1.5B of Sally Beauty Holdings stock for Q4 2025, down 15% quarter-over-quarter.
  • 42 funds opened new Sally Beauty Holdings positions in Q4 2025 and 39 closed out, a net change of +3 holders.
  • The largest Sally Beauty Holdings buyer in Q4 2025 was D.E. Shaw & Co, an estimated $19.6M added.
  • The largest Sally Beauty Holdings seller in Q4 2025 was Lightrock Netherlands, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2025.