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Ulta Beauty
ULTA

Overview Fund Activity

1,019 hedge funds and large institutions have $19.9B invested in Ulta Beauty in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+82
Holders Change %
+8.75%
% of All Funds
13.67%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
183
Increased
330
Reduced
369
Closed
86
Calls
$737M
Puts
$957M
Net Calls
-$220M
Net Calls Change
-$796M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$135M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$96.6M
5
Millennium Management
Millennium Management
New York
+$90.8M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$218M
2
Citadel Advisors
Citadel Advisors
Florida
-$202M
3
BlackRock
BlackRock
New York
-$165M
4
Invesco
Invesco
Georgia
-$86.4M
5
AM
Atreides Management
Massachusetts
-$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mirae Asset Global Investments
326
Mirae Asset Global Investments
South Korea
$2.9M +$49.6K +106 +2%
SCTC
327
Sanibel Captiva Trust Company
Florida
$2.83M +$50.5K +108 +2%
GT
328
Glenview Trust
Kentucky
$2.79M -$1.19M -2,543 -30%
SMDAM
329
Sumitomo Mitsui DS Asset Management
Japan
$2.78M -$10.3K -22 -0.4%
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$2.77M +$197K +422 +8%
DF
331
Donoghue Forlines
Massachusetts
$2.77M +$2.77M +5,914 New
SB
332
Simmons Bank
Arkansas
$2.76M +$155K +331 +6%
SIC
333
SFE Investment Counsel
California
$2.72M -$536K -1,146 -16%
GC
334
Guggenheim Capital
Illinois
$2.68M -$47.7K -102 -2%
CSP
335
Cary Street Partners
Virginia
$2.65M -$216K -461 -8%
YCM
336
Yousif Capital Management
Michigan
$2.6M -$159K -339 -6%
UM
337
UniSuper Management
Australia
$2.59M -$495K -1,059 -16%
LAM
338
Lynch Asset Management
Pennsylvania
$2.55M – – –
LTAS
339
Linden Thomas Advisory Services
North Carolina
$2.54M +$52.9K +113 +2%
AIC
340
Aurora Investment Counsel
Georgia
$2.47M -$600K -1,282 -20%
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$2.45M +$422K +903 +21%
HAS
342
HBW Advisory Services
California
$2.44M -$464K -991 -16%
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$2.43M +$729K +1,558 +43%
MOACM
344
Mutual of America Capital Management
New York
$2.42M -$103K -220 -4%
MCM
345
MAI Capital Management
Ohio
$2.4M +$225K +480 +10%
Focus Partners Wealth
346
Focus Partners Wealth
Massachusetts
$2.37M +$623K +1,331 +36%
N
347
Natixis
France
$2.36M +$1.29M +2,749 +120%
Cambridge Investment Research Advisors
348
Cambridge Investment Research Advisors
Iowa
$2.35M -$166K -355 -7%
HI
349
Horizon Investments
North Carolina
$2.33M +$2.02M +4,314 +649%
LI
350
Louisbourg Investments
New Brunswick, Canada
$2.29M -$551K -1,507 -19%
12 13
14
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