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Ulta Beauty
ULTA

Overview Fund Activity

936 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-48
Holders Change %
-4.88%
% of All Funds
12.71%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
96
Increased
342
Reduced
362
Closed
124
Calls
$1.38B
Puts
$807M
Net Calls
+$576M
Net Calls Change
+$448M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$436M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
3
Franklin Resources
Franklin Resources
California
+$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$431M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$167M
3
PC
PointState Capital
New York
-$160M
4
State Street
State Street
Massachusetts
-$125M
5
Millennium Management
Millennium Management
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWP
426
Perfromance Wealth Partners
Illinois
$1.11M -$73.3K -200 -6%
M&T Bank
427
M&T Bank
New York
$1.1M -$322K -880 -23%
TC
428
TownSquare Capital
Utah
$1.09M +$166K +453 +18%
MFG
429
Monte Financial Group
Connecticut
$1.09M -$9.3K -26 -0.8%
RWPA
430
Richard W. Paul & Associates
Michigan
$1.09M +$40.3K +110 +4%
NAM
431
NorthCrest Asset Manangement
Minnesota
$1.09M +$116K +317 +12%
MIP
432
Mondrian Investment Partners
United Kingdom
$1.08M -$141K -384 -12%
RC
433
Rahlfs Capital
Texas
$1.07M -$953K -2,601 -47%
DAM
434
Diamant Asset Management
Connecticut
$1.07M – – –
ATPW
435
Ashton Thomas Private Wealth
Arizona
$1.06M +$283K +773 +37%
SAM
436
Shell Asset Management
Netherlands
$1.06M -$74K -202 -7%
PCM
437
Palouse Capital Management
Washington
$1.05M +$8.8K +24 +0.8%
CAG
438
Cypress Advisory Group
Arizona
$1.04M – – –
HIMCH
439
Hartford Investment Management Co (HIMCO)
Connecticut
$1.04M -$29.7K -81 -3%
A
440
AustralianSuper
Australia
$1.01M +$1.01M +2,753 New
MFG
441
Merit Financial Group
Georgia
$1M +$662K +1,806 +194%
AAS
442
Avantax Advisory Services
Texas
$1M +$435K +1,186 +77%
BCV
443
Banque Cantonale Vaudoise
Switzerland
$994K +$994K +2,712 New
KAS
444
Kestra Advisory Services
Texas
$988K -$101K -275 -9%
AV
445
ASR Vermogensbeheer
Netherlands
$983K +$983K +2,683 New
CL
446
Choreo LLC
Illinois
$978K +$54.3K +148 +6%
IAS
447
IMA Advisory Services
Colorado
$977K -$213K -580 -18%
Parallax Volatility Advisers
448
Parallax Volatility Advisers
California
$975K -$634K -1,730 -39%
EWA
449
EP Wealth Advisors
California
$974K +$49.5K +135 +5%
CGH
450
Crossmark Global Holdings
Texas
$974K +$169K +460 +21%
16 17
18
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