ULTA icon

Ulta Beauty
ULTA

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$135M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$96.6M
5
Millennium Management
Millennium Management
New York
+$90.8M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$218M
2
Citadel Advisors
Citadel Advisors
Florida
-$202M
3
BlackRock
BlackRock
New York
-$165M
4
Invesco
Invesco
Georgia
-$86.4M
5
AM
Atreides Management
Massachusetts
-$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
526
Plato Investment Management
Australia
$802K – – –
FAT
527
First American Trust
California
$802K -$93.6K -200 -10%
CBT
528
Central Bank & Trust
Kentucky
$800K -$10.8K -23 -1%
DO
529
denkapparat Operations
Germany
$800K +$85.1K +182 +12%
OQS
530
Occudo Quantitative Strategies
Florida
$794K +$794K +1,697 New
Fiera Capital (Canada)
531
Fiera Capital (Canada)
Quebec, Canada
$790K -$6.08K -13 -0.8%
ACA
532
Aptus Capital Advisors
Alabama
$784K +$160K +341 +26%
SQA
533
Simon Quick Advisors
New Jersey
$781K +$428K +914 +121%
SFA
534
Sequoia Financial Advisors
Ohio
$778K +$181K +387 +30%
TMAM
535
Tokio Marine Asset Management
Japan
$776K -$9.53M -20,373 -92%
SF
536
Synovus Financial
Georgia
$767K -$757K -1,619 -50%
SIC
537
Schwartz Investment Counsel
Michigan
$760K – – –
MOS
538
MGO One Seven
Ohio
$742K +$79.1K +169 +12%
SCM
539
Stevens Capital Management
Pennsylvania
$732K +$732K +1,564 New
QOP
540
Quinn Opportunity Partners
Virginia
$702K – – –
EC
541
Enhancing Capital
Pennsylvania
$690K -$468 -1 -0.1%
WA
542
Wambolt & Associates
Colorado
$686K -$106K -224 -13%
TWP
543
Tempus Wealth Planning
California
$680K +$93.6K +200 +16%
BCM
544
Brookstone Capital Management
Illinois
$676K +$1.87K +4 +0.3%
IAIM
545
International Assets Investment Management
Florida
$676K -$975K -2,084 -59%
CGH
546
Crossmark Global Holdings
Texas
$674K -$569K -1,216 -46%
NMIMC
547
Northwestern Mutual Investment Management Company
Wisconsin
$674K -$16.4K -35 -2%
IAN
548
Integrated Advisors Network
Texas
$674K +$29.5K +63 +5%
RP
549
Rowlandmiller & Partners
Georgia
$671K +$28.1K +60 +4%
EH
550
Equitable Holdings
New York
$666K -$26.2K -56 -4%
20 21
22
23 24