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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
BlackRock
1
BlackRock
New York
$239M -$9.22M -733,479 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$187M -$12M -951,146 -8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$90.3M +$1.26M +100,091 +2%
WA
4
Wasatch Advisors
Utah
$74.8M +$57.8M +4,597,162 New
State Street
5
State Street
Massachusetts
$71.9M +$1.29M +102,662 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$70.7M -$2.5M -199,131 -4%
Victory Capital Management
7
Victory Capital Management
Texas
$60.2M -$11.3M -900,342 -20%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$59.3M +$2.06M +164,154 +5%
LSV Asset Management
9
LSV Asset Management
Illinois
$54.7M +$2.94M +234,019 +7%
Goldman Sachs
10
Goldman Sachs
New York
$44.4M +$26.3M +2,094,427 +331%
Charles Schwab
11
Charles Schwab
California
$42.8M -$1.16M -92,642 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$41.5M -$55.1K -4,383 -0.2%
RFM
13
Ranmore Fund Management
United Kingdom
$35.8M +$50K +3,980 +0.2%
Morgan Stanley
14
Morgan Stanley
New York
$33.6M +$12.3M +980,175 +91%
PCM
15
Polaris Capital Management
Massachusetts
$33.5M -$715K -56,900 -3%
ACH
16
ArrowMark Colorado Holdings
Colorado
$33.4M -$14.5M -1,153,869 -36%
Invesco
17
Invesco
Georgia
$28.2M -$739K -58,816 -3%
JAM
18
Jupiter Asset Management
United Kingdom
$27.9M -$2.06M -163,842 -9%
American Century Companies
19
American Century Companies
Missouri
$27M +$13.3M +1,055,669 +174%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$22M +$1.64M +130,820 +11%
BCM
21
Bronte Capital Management
Australia
$19.7M -$2.52M -200,740 -16%
UBS Group
22
UBS Group
Switzerland
$19.5M -$17.1M -1,361,482 -53%
Northern Trust
23
Northern Trust
Illinois
$18.1M -$91.5K -7,274 -0.7%
Millennium Management
24
Millennium Management
New York
$17.2M +$7.44M +591,426 +127%
LN
25
Lightrock Netherlands
Netherlands
$17.2M -$8.84M -703,204 -36%

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.