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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
Wellington Management Group
401
Wellington Management Group
Massachusetts
$2.25M
Jane Street
402
Jane Street
New York
$2.24M
VIA
403
Virtus Investment Advisers
Connecticut
$2.22M
SIC
404
SFE Investment Counsel
California
$2.2M
TRSOTSOK
405
Teachers Retirement System of the State of Kentucky
Kentucky
$2.2M
SCM
406
Sandler Capital Management
New York
$2.2M
MF
407
Magnetar Financial
Illinois
$2.2M
RWM
408
Ritholtz Wealth Management
New York
$2.18M
NAM
409
NorthCrest Asset Manangement
Minnesota
$2.16M
IMCOOI
410
Investment Management Corp of Ontario (IMCO)
Canada
$2.16M
PAS
411
Park Avenue Securities
New York
$2.13M
HCM
412
Highview Capital Management
Illinois
$2.13M
IAA
413
Independent Advisor Alliance
North Carolina
$2.12M
Rockefeller Capital Management
414
Rockefeller Capital Management
New York
$2.11M
GAG
415
GM Advisory Group
New York
$2.09M
GSCM
416
Greenfield Seitz Capital Management
Texas
$2.08M
VIM
417
Vinva Investment Management
Australia
$2.07M
TCPG
418
Trivant Custom Portfolio Group
California
$2.06M
RCA
419
Runnymede Capital Advisors
Ohio
$2.06M
BIM
420
Baldwin Investment Management
Pennsylvania
$2.05M
CFMC
421
Curbstone Financial Management Corp
New Hampshire
$2.04M
AWA
422
Aaron Wealth Advisors
Illinois
$2.01M
CF
423
Convergence Financial
Missouri
$2M
CIC
424
Cornercap Investment Counsel
Georgia
$2M
GWMR
425
GC Wealth Management RIA
Massachusetts
$2M