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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 %
CA
501
CoreCap Advisors
Michigan
$727K +$709K +1,935 +3,949%
FAT
502
First American Trust
California
$702K -$58.3K -159 -8%
NA
503
NewEdge Advisors
Louisiana
$693K -$9.53K -26 -1%
EGM
504
Engineers Gate Manager
New York
$682K +$682K +1,860 New
IWM
505
IHT Wealth Management
Illinois
$681K -$23.1K -63 -3%
VA
506
Vident Advisory
Georgia
$668K +$243K +663 +57%
VSQM
507
V-Square Quantitative Management
Illinois
$666K +$40.7K +111 +7%
NLGIA
508
Nippon Life Global Investors Americas
New York
$663K +$663K +1,810 New
BC
509
Bayforest Capital
United Kingdom
$655K +$655K +1,788 New
RWP
510
RWA Wealth Partners
Massachusetts
$650K -$34.1K -93 -5%
EOJOAM
511
E. Ohman J:or Asset Management
Sweden
$641K -$257K -700 -29%
IHL
512
Investment House LLC
California
$641K -$66K -180 -9%
EI
513
Ethic Inc
New York
$641K -$97.6K -261 -13%
PIM
514
Plato Investment Management
Australia
$638K – – –
CBT
515
Central Bank & Trust
Kentucky
$635K +$302K +824 +91%
RWM
516
Ritholtz Wealth Management
New York
$631K +$631K +1,721 New
FAM
517
Fairtree Asset Management
South Africa
$628K +$64.9K +177 +12%
WA
518
Wambolt & Associates
Colorado
$626K +$9.72K +26 +2%
PFWA
519
Paces Ferry Wealth Advisors
Georgia
$625K +$1.47K +4 +0.2%
HAG
520
HighPoint Advisor Group
Illinois
$624K -$143K -367 -19%
Fiera Capital (Canada)
521
Fiera Capital (Canada)
Quebec, Canada
$623K -$2.57K -7 -0.4%
HFM
522
Harvest Fund Management
China
$622K – – –
ACM
523
Aster Capital Management
United Arab Emirates
$620K +$520K +1,419 +520%
JSSH
524
J. Safra Sarasin Holding
$618K -$67.8K -185 -10%
NW
525
NewEdge Wealth
Pennsylvania
$608K +$220K +600 +57%
19 20
21
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