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Ulta Beauty

1,061 hedge funds and large institutions have $23.1B invested in Ulta Beauty in 2025 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 356 increasing their positions, 392 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 95

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

15% more capital invested

Capital invested by funds: $20B → $23.1B (+$3.09B)

3% more funds holding

Funds holding: 1,0331,061 (+28)

0.73% less ownership

Funds ownership: 95.02%94.29% (-0.73%)

9% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 392

14% less call options, than puts

Call options by funds: $815M | Put options by funds: $944M

Holders
1,061
Holders Change
+28
Holders Change %
+2.71%
% of All Funds
13.93%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
137
Increased
356
Reduced
392
Closed
95
Calls
$815M
Puts
$944M
Net Calls
-$130M
Net Calls Change
+$90.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
326
Carret Asset Management
New York
$3.46M +$10.2K +20 +0.3%
CBU
327
CIBC Bancorp USA
Illinois
$3.39M +$3.18M +6,201 New
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$3.36M +$108K +210 +4%
Cambridge Investment Research Advisors
329
Cambridge Investment Research Advisors
Iowa
$3.3M +$513K +1,001 +20%
SB
330
Simmons Bank
Arkansas
$3.28M +$56.4K +110 +2%
SCTC
331
Sanibel Captiva Trust Company
Florida
$3.27M -$26.6K -52 -0.9%
WP
332
Woodline Partners
California
$3.25M -$10.1M -19,689 -77%
EAM
333
EFG Asset Management
Oregon
$3.24M +$587K +1,145 +24%
AAM
334
Advisors Asset Management
Colorado
$3.21M -$1.71M -3,336 -36%
UM
335
UniSuper Management
Australia
$3.18M +$143K +279 +5%
SC
336
SummitTX Capital
Texas
$3.17M -$1.6M -3,114 -35%
LI
337
Louisbourg Investments
New Brunswick, Canada
$3.04M +$518K +1,010 +16%
CSP
338
Cary Street Partners
Virginia
$3.03M -$66.6K -130 -2%
HI
339
Horizon Investments
North Carolina
$3.01M +$270K +526 +11%
CFM
340
Capricorn Fund Managers
United Kingdom
$3.01M +$2.82M +5,500 New
SIC
341
SFE Investment Counsel
California
$2.99M -$178K -348 -6%
LAM
342
Lynch Asset Management
Pennsylvania
$2.98M
LTAS
343
Linden Thomas Advisory Services
North Carolina
$2.97M +$5.12K +10 +0.2%
GT
344
Glenview Trust
Kentucky
$2.97M -$271K -529 -9%
GC
345
Guggenheim Capital
Illinois
$2.91M -$210K -410 -7%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$2.9M +$36.4K +71 +1%
GWMR
347
GC Wealth Management RIA
Massachusetts
$2.87M +$1.43M +2,786 +113%
JFG
348
Jefferies Financial Group
New York
$2.87M +$1.13M +2,197 +72%
MA
349
Montag & Associates
Georgia
$2.84M +$807K +1,575 +43%
YCM
350
Yousif Capital Management
Michigan
$2.84M -$182K -356 -6%