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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
UBS Group
26
UBS Group
Switzerland
$186M -$67.9M -132,461 -28%
Charles Schwab
27
Charles Schwab
California
$186M +$4.44M +8,662 +3%
EIP
28
Epoch Investment Partners
New York
$167M -$26.1M -51,019 -14%
AQR Capital Management
29
AQR Capital Management
Connecticut
$163M -$91.8M -179,166 -38%
Caisse de Depot et Placement du Quebec (CDPQ)
30
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$162M +$108M +211,266 +250%
Goldman Sachs
31
Goldman Sachs
New York
$155M +$9.59M +18,714 +7%
Barclays
32
Barclays
United Kingdom
$151M +$74.9M +146,130 +112%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$139M -$11.8M -22,998 -8%
Wells Fargo
34
Wells Fargo
California
$134M -$1.35M -2,625 -1%
Pictet Asset Management
35
Pictet Asset Management
Switzerland
$126M +$12.4M +24,129 +12%
AAF
36
Andra AP-fonden
Sweden
$125M +$117M +228,735 +351,900%
Universal-Beteiligungs- und Servicegesellschaft
37
Universal-Beteiligungs- und Servicegesellschaft
Germany
$124M -$705K -1,375 -0.6%
Federated Hermes
38
Federated Hermes
Pennsylvania
$122M -$2.72M -5,309 -2%
Ameriprise
39
Ameriprise
Minnesota
$117M +$58.1M +113,319 +114%
Robeco Institutional Asset Management
40
Robeco Institutional Asset Management
Netherlands
$116M +$63.1M +123,230 +137%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$115M
SL
42
Summitry LLC
California
$110M +$1.43M +2,785 +1%
IP
43
Interval Partners
New York
$99.7M -$41.4M -80,769 -31%
N
44
Nuveen
North Carolina
$97.4M +$23.5M +45,942 +35%
American Century Companies
45
American Century Companies
Missouri
$96.9M +$10.4M +20,329 +13%
EARNEST Partners
46
EARNEST Partners
Georgia
$90.7M -$1.91M -3,735 -2%
Millennium Management
47
Millennium Management
New York
$89.2M -$24.1M -47,073 -22%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$88.7M +$38M +74,223 +84%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$86.5M +$76.3M +148,815 +1,597%
SCM
50
Smead Capital Management
Arizona
$83.9M -$6.01M -11,735 -7%