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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
KFAS
501
Keating Financial Advisory Services
Kansas
$1.32M
GAM
502
Generali Asset Management
Italy
$1.31M
GC
503
Guggenheim Capital
Illinois
$1.29M
UCFA
504
United Capital Financial Advisors
Texas
$1.29M
Fiera Capital (Canada)
505
Fiera Capital (Canada)
Quebec, Canada
$1.28M
EP
506
Essential Partners
California
$1.27M
NDSIB
507
North Dakota State Investment Board
North Dakota
$1.26M
TCM
508
Twin Capital Management
Pennsylvania
$1.22M
SC
509
Shay Capital
New York
$1.21M
CIC
510
Chase Investment Counsel
Virginia
$1.21M
NMERB
511
New Mexico Educational Retirement Board
New Mexico
$1.21M
LTM
512
Lotus Technology Management
Florida
$1.21M
RCA
513
Resonant Capital Advisors
Wisconsin
$1.2M
AAIS
514
ABN AMRO Investment Solutions
$1.2M
IIM
515
Invariant Investment Management
Pennsylvania
$1.19M
VT
516
Vise Technologies
New York
$1.18M
WDA
517
Wendell David Associates
New Hampshire
$1.18M
FB
518
Fulton Bank
Pennsylvania
$1.18M
Walleye Capital
519
Walleye Capital
New York
$1.16M
DILIC
520
Dai-ichi Life Insurance Company
Japan
$1.16M
KFS
521
Keynote Financial Services
Connecticut
$1.16M
IHL
522
Investment House LLC
California
$1.15M
GC
523
Guidance Capital
Kentucky
$1.14M
CPIG
524
Chicago Partners Investment Group
Illinois
$1.14M
MAM
525
McLaughlin Asset Management
Illinois
$1.14M