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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
SC
476
Syon Capital
California
$1.29M +$572K +1,116 +90%
LCM
477
Landscape Capital Management
New Jersey
$1.28M -$5.55M -10,830 -82%
Grantham, Mayo, Van Otterloo & Co (GMO)
478
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.27M +$519K +1,012 +77%
ATC
479
Argent Trust Co
Tennessee
$1.27M -$46.1K -90 -4%
DWM
480
Dakota Wealth Management
Florida
$1.25M -$885K -1,727 -43%
MGP
481
Metis Global Partners
California
$1.23M -$76.3K -149 -6%
NA
482
NewEdge Advisors
Louisiana
$1.22M +$12.3K +24 +1%
SFS
483
Strategic Financial Services
New York
$1.22M -$12.8K -25 -1%
EWM
484
Evergreen Wealth Management
Michigan
$1.22M +$8.2K +16 +0.7%
DLHL
485
Donald L. Hagan LLC
Florida
$1.22M -$33.8K -66 -3%
KAS
486
Kestra Advisory Services
Texas
$1.21M +$176K +343 +18%
MSRPS
487
Maryland State Retirement & Pension System
Maryland
$1.2M
RIM
488
Redwood Investment Management
Arizona
$1.2M -$365K -712 -24%
SAM
489
Securian Asset Management
Minnesota
$1.2M -$102K -200 -8%
PCM
490
Polymer Capital Management
New York
$1.19M +$688K +1,343 +161%
NAG
491
Northstar Advisory Group
New Jersey
$1.18M +$1.11M +2,157 New
CB
492
Cadence Bank
Mississippi
$1.16M
FB
493
Fulton Bank
Pennsylvania
$1.15M -$28.2K -55 -3%
IMCOOI
494
Investment Management Corp of Ontario (IMCO)
Canada
$1.15M -$909K -1,774 -46%
EP
495
Essential Partners
California
$1.15M +$512 +1 +0%
GI
496
GAMMA Investing
California
$1.14M +$121K +237 +13%
BMSSC
497
B. Metzler seel. Sohn & Co
Germany
$1.13M
P
498
Pitcairn
Pennsylvania
$1.13M -$234K -456 -18%
SFA
499
Sequoia Financial Advisors
Ohio
$1.12M +$201K +393 +24%
WDA
500
Wendell David Associates
New Hampshire
$1.12M