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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
Rafferty Asset Management
376
Rafferty Asset Management
New York
$2.74M
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$2.71M
LI
378
Louisbourg Investments
New Brunswick, Canada
$2.71M
P
379
&Partners
Tennessee
$2.7M
RCM
380
Radnor Capital Management
Pennsylvania
$2.69M
TAF
381
Tredje AP-fonden
Sweden
$2.68M
BHWM
382
Bar Harbor Wealth Management
New Hampshire
$2.67M
LCM
383
Liberty Capital Management
Michigan
$2.65M
Bank Julius Baer & Co
384
Bank Julius Baer & Co
Switzerland
$2.64M
EWA
385
EP Wealth Advisors
California
$2.58M
YDMI
386
Y.D. More Investments
Israel
$2.58M
AF
387
Avanza Fonder
Sweden
$2.58M
FFG
388
Fortem Financial Group
California
$2.57M
PCA
389
Pallas Capital Advisors
Massachusetts
$2.56M
OC
390
Oppenheimer & Co
New York
$2.56M
Pathstone Holdings
391
Pathstone Holdings
New Jersey
$2.44M
GIM
392
Generate Investment Management
New Zealand
$2.44M
Los Angeles Capital Management
393
Los Angeles Capital Management
California
$2.44M
Vontobel Holding
394
Vontobel Holding
Switzerland
$2.39M
Northwestern Mutual Wealth Management
395
Northwestern Mutual Wealth Management
Wisconsin
$2.38M
PWCM
396
Processus Wealth & Capital Management
Tennessee
$2.36M
SPIA
397
Steward Partners Investment Advisory
New York
$2.36M
OBAM
398
ODDO BHF Asset Management
France
$2.34M
GI
399
Gradient Investments
Minnesota
$2.3M
KIA
400
Knollwood Investment Advisory
Maryland
$2.29M