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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
QCM
376
QRG Capital Management
Illinois
$2.36M -$8.98M -17,527 -80%
P
377
&Partners
Tennessee
$2.36M +$44.1K +86 +2%
JSSH
378
J. Safra Sarasin Holding
$2.35M -$114K -223 -5%
XT
379
XTX Topco
Cayman Islands
$2.34M +$1.75M +3,417 +392%
AF
380
Avanza Fonder
Sweden
$2.33M
PCA
381
Pallas Capital Advisors
Massachusetts
$2.31M -$10.8K -21 -0.5%
Pathstone Holdings
382
Pathstone Holdings
New Jersey
$2.31M +$140K +273 +7%
YDMI
383
Y.D. More Investments
Israel
$2.31M -$128K -250 -6%
SCM
384
Sterling Capital Management
North Carolina
$2.29M -$74.3K -145 -3%
GAM
385
Generali Asset Management
Italy
$2.28M +$2.06M +4,017 +2,733%
OC
386
Oppenheimer & Co
New York
$2.25M +$139K +271 +7%
CIC
387
Chase Investment Counsel
Virginia
$2.19M
MFG
388
Merit Financial Group
Georgia
$2.18M -$41K -80 -2%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$2.16M -$1.02M -1,982 -33%
LAM
390
Lakewood Asset Management
Illinois
$2.14M +$23.6K +46 +1%
Public Sector Pension Investment Board (PSP Investments)
391
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.13M +$272K +530 +16%
Lazard Asset Management
392
Lazard Asset Management
New York
$2.12M
GI
393
Gradient Investments
Minnesota
$2.1M -$153K -298 -7%
IAA
394
Independent Advisor Alliance
North Carolina
$2.09M +$244K +476 +14%
OAM
395
Ostrum Asset Management
France
$2.08M -$94.8K -185 -5%
KIA
396
Knollwood Investment Advisory
Maryland
$2.07M
PWCM
397
Processus Wealth & Capital Management
Tennessee
$2.04M +$26.6K +52 +1%
Canada Pension Plan Investment Board
398
Canada Pension Plan Investment Board
Ontario, Canada
$2.03M -$24.1M -47,046 -93%
RWM
399
Ritholtz Wealth Management
New York
$1.99M +$183K +358 +11%
TRSOTSOK
400
Teachers Retirement System of the State of Kentucky
Kentucky
$1.99M