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Ulta Beauty

1,019 hedge funds and large institutions have $19.9B invested in Ulta Beauty in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+83
Holders Change %
+8.87%
% of All Funds
13.66%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
183
Increased
330
Reduced
369
Closed
85
Calls
$737M
Puts
$957M
Net Calls
-$220M
Net Calls Change
-$796M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
501
Norden Group
Utah
$938K +$8.42K +18 +0.9%
WG
502
Winton Group
United Kingdom
$933K -$655K -1,400 -41%
DLA
503
Douglas Lane & Associates
New York
$933K -$12.6K -27 -1%
NHC
504
Nicholas Hoffman & Company
Georgia
$925K -$13.1K -28 -1%
IFU
505
iSAM Funds (UK)
United Kingdom
$915K +$915K +1,956 New
KFS
506
Keynote Financial Services
Connecticut
$903K -$29K -62 -3%
NW
507
NewEdge Wealth
Pennsylvania
$896K +$56.2K +111 +7%
EAM
508
Erste Asset Management
Austria
$892K +$892K +1,947 New
RCA
509
Resonant Capital Advisors
Wisconsin
$878K +$115K +245 +15%
KAS
510
Kestra Advisory Services
Texas
$875K -$386K -825 -31%
UCFA
511
United Capital Financial Advisors
Texas
$870K +$134K +287 +18%
GI
512
GAMMA Investing
California
$868K +$302K +646 +53%
IWM
513
IHT Wealth Management
Illinois
$863K -$6.55K -14 -0.8%
I
514
InceptionR
California
$849K +$849K +1,815 New
EF
515
Empirical Finance
Pennsylvania
$843K -$691K -1,478 -45%
RIL
516
Rothschild Investment LLC
Illinois
$843K -$144K -307 -15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
517
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$843K +$584K +1,248 +226%
Kovitz Investment Group Partners
518
Kovitz Investment Group Partners
Illinois
$842K +$211K +452 +34%
RWP
519
RWA Wealth Partners
Massachusetts
$835K +$4.68K +10 +0.6%
EP
520
Edgestream Partners
New Jersey
$833K -$2.08M -4,449 -71%
VT
521
Vise Technologies
New York
$826K +$826K +1,765 New
IHL
522
Investment House LLC
California
$819K
EOJOAM
523
E. Ohman J:or Asset Management
Sweden
$819K
GC
524
Guidance Capital
Kentucky
$804K +$147K +289 +22%
PFWA
525
Paces Ferry Wealth Advisors
Georgia
$802K +$5.15K +11 +0.6%