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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
BHA
401
Beech Hill Advisors
New York
$1.99M -$412K -805 -18%
GSCM
402
Greenfield Seitz Capital Management
Texas
$1.97M -$42.5K -83 -2%
Pacer Advisors
403
Pacer Advisors
Pennsylvania
$1.96M -$80.9M -157,910 -98%
LAI
404
Legal Advantage Investments
California
$1.93M
VIA
405
Virtus Investment Advisers
Connecticut
$1.93M +$1.81M +3,528 New
BJL
406
Brighton Jones LLC
Washington
$1.93M +$9.22K +18 +0.5%
NAM
407
NorthCrest Asset Manangement
Minnesota
$1.92M +$51.2K +100 +3%
FFG
408
Fortem Financial Group
California
$1.91M +$336K +656 +23%
HCM
409
Highview Capital Management
Illinois
$1.88M -$5.12K -10 -0.3%
TCPG
410
Trivant Custom Portfolio Group
California
$1.86M +$17.9K +35 +1%
BFIC
411
Bedell Frazier Investment Counselling
California
$1.86M +$1.74M +3,404 New
PMWMG
412
Parr McKnight Wealth Management Group
Minnesota
$1.86M -$79.4K -155 -4%
CFMC
413
Curbstone Financial Management Corp
New Hampshire
$1.85M +$66.6K +130 +4%
SPIA
414
Steward Partners Investment Advisory
New York
$1.84M +$570K +1,112 +49%
CIC
415
Cornercap Investment Counsel
Georgia
$1.83M -$28.2K -55 -2%
VIM
416
Vinva Investment Management
Australia
$1.83M +$1.69M +3,299 New
CL
417
Choreo LLC
Illinois
$1.82M +$162K +316 +10%
AWA
418
Aaron Wealth Advisors
Illinois
$1.82M +$1.16M +2,271 +215%
FPAS
419
Focus Partners Advisor Solutions
Missouri
$1.81M +$210K +409 +14%
BIM
420
Baldwin Investment Management
Pennsylvania
$1.8M +$71.7K +140 +4%
PWP
421
Perfromance Wealth Partners
Illinois
$1.79M
KWM
422
Kingsview Wealth Management
Oregon
$1.79M +$59.4K +116 +4%
CF
423
Convergence Financial
Missouri
$1.77M -$7.17K -14 -0.4%
WC
424
Westerkirk Capital
$1.77M -$102K -199 -6%
NIM
425
Nicollet Investment Management
Minnesota
$1.73M -$33.8K -66 -2%