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Ulta Beauty

1,118 hedge funds and large institutions have $25.7B invested in Ulta Beauty in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 353 increasing their positions, 401 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.25% more ownership

Funds ownership: 94.29%96.54% (+2.2%)

12% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 401

17% less call options, than puts

Call options by funds: $965M | Put options by funds: $1.16B

Holders
1,118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$965M
Puts
$1.16B
Net Calls
Net Calls Change

Top Sellers

1 -$198M
2 -$169M
3 -$124M
4
IP
Interval Partners
New York
-$95.5M
5
Morgan Stanley
Morgan Stanley
New York
-$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
351
Jefferies Financial Group
New York
$3.3M
LAM
352
Lynch Asset Management
Pennsylvania
$3.3M
Mirae Asset Global ETFs Holdings
353
Mirae Asset Global ETFs Holdings
Hong Kong
$3.29M
YCM
354
Yousif Capital Management
Michigan
$3.29M
LTAS
355
Linden Thomas Advisory Services
North Carolina
$3.25M
OAC
356
OMERS Administration Corp
Ontario, Canada
$3.24M
GL
357
GHE LLC
Tennessee
$3.24M
CSP
358
Cary Street Partners
Virginia
$3.23M
LWM
359
Lifetime Wealth Management
Texas
$3.2M
GT
360
Glenview Trust
Kentucky
$3.17M
QT
361
Quantbot Technologies
New York
$3.15M
HI
362
Horizon Investments
North Carolina
$3.15M
Balyasny Asset Management
363
Balyasny Asset Management
Illinois
$3.12M
ATPW
364
Ashton Thomas Private Wealth
Arizona
$3.12M
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$3.11M
LM
366
Lincluden Management
Ontario, Canada
$3.11M
LTI
367
Laffer Tengler Investments
Tennessee
$3.08M
SIA
368
Soltis Investment Advisors
Utah
$3.06M
Wealthfront Advisers
369
Wealthfront Advisers
California
$3.06M
UM
370
UniSuper Management
Australia
$3.04M
BI
371
Berkeley Inc
Idaho
$2.94M
MOACM
372
Mutual of America Capital Management
New York
$2.91M
CGH
373
Crossmark Global Holdings
Texas
$2.88M
HAS
374
HBW Advisory Services
California
$2.84M
SIA
375
Schear Investment Advisers
Ohio
$2.75M