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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
EOJOAM
526
E. Ohman J:or Asset Management
Sweden
$957K
AFWM
527
AMJ Financial Wealth Management
Virginia
$956K +$896K +1,748 New
DIS
528
Diversified Investment Strategies
Louisiana
$949K +$164K +320 +23%
PFWA
529
Paces Ferry Wealth Advisors
Georgia
$938K +$512 +1 +0.1%
DO
530
denkapparat Operations
Germany
$935K
PIM
531
Plato Investment Management
Australia
$934K
CIA
532
Concurrent Investment Advisors
Florida
$931K +$191K +372 +28%
TMAM
533
Tokio Marine Asset Management
Japan
$923K +$15.4K +30 +2%
CBT
534
Central Bank & Trust
Kentucky
$919K -$14.9K -29 -2%
BCV
535
Banque Cantonale Vaudoise
Switzerland
$918K +$258K +503 +43%
SCM
536
Sandler Capital Management
New York
$914K +$857K +1,672 New
Fiera Capital (Canada)
537
Fiera Capital (Canada)
Quebec, Canada
$906K -$15.9K -31 -2%
NG
538
Norden Group
Utah
$905K -$180K -351 -17%
IIC
539
Integrated Investment Consultants
Michigan
$895K -$480K -937 -36%
Wellington Management Group
540
Wellington Management Group
Massachusetts
$893K +$108K +210 +15%
NIM
541
NEOS Investment Management
Connecticut
$893K +$488K +952 +140%
SIC
542
Schwartz Investment Counsel
Michigan
$888K
KF
543
Krilogy Financial
Missouri
$880K +$864K +1,687 New
SF
544
Synovus Financial
Georgia
$867K -$27.7K -54 -3%
AC
545
Allstate Corporation
Illinois
$863K +$809K +1,579 New
CPIG
546
Chicago Partners Investment Group
Illinois
$862K +$223K +435 +35%
RP
547
Rowlandmiller & Partners
Georgia
$857K +$67.6K +132 +9%
KCM
548
Kathmere Capital Management
Pennsylvania
$852K +$74.3K +145 +10%
LA
549
Legacy Advisors
Pennsylvania
$834K +$781K +1,525 New
GC
550
Guidance Capital
Kentucky
$820K +$512 +1 +0.1%