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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
CL
426
Choreo LLC
Illinois
$1.99M
ACM
427
Aubrey Capital Management
United Kingdom
$1.98M
PWP
428
Perfromance Wealth Partners
Illinois
$1.98M
AC
429
Allstate Corporation
Illinois
$1.97M
BFIC
430
Bedell Frazier Investment Counselling
California
$1.96M
M&T Bank
431
M&T Bank
New York
$1.94M
NIM
432
Nicollet Investment Management
Minnesota
$1.93M
EI
433
Ethic Inc
New York
$1.92M
FPAS
434
Focus Partners Advisor Solutions
Missouri
$1.91M
GIA
435
Gateway Investment Advisers
Ohio
$1.91M
AHIA
436
Andrew Hill Investment Advisors
Florida
$1.9M
CIA
437
Concurrent Investment Advisors
Florida
$1.9M
BHA
438
Beech Hill Advisors
New York
$1.9M
SFA
439
Sequoia Financial Advisors
Ohio
$1.87M
HC
440
Henshaw Capital
Massachusetts
$1.86M
CFG
441
Citizens Financial Group
Rhode Island
$1.85M
OAM
442
Ostrum Asset Management
France
$1.85M
KAS
443
Kestra Advisory Services
Texas
$1.83M
PGCM
444
Prescott Group Capital Management
Oklahoma
$1.82M
MR
445
Munich Reinsurance
$1.8M
KWM
446
Kingsview Wealth Management
Oregon
$1.8M
MSU
447
Mizuho Securities USA
New York
$1.76M
A
448
AustralianSuper
Australia
$1.75M
OPTFSNA
449
Old Point Trust & Financial Services N A
Virginia
$1.73M
BST
450
Bath Savings Trust
Maine
$1.73M