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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
NHC
526
Nicholas Hoffman & Company
Georgia
$1.12M
KF
527
Krilogy Financial
Missouri
$1.12M
MSE
528
MUFG Securities EMEA
United Kingdom
$1.11M
AAM
529
Azzad Asset Management
Virginia
$1.1M
IWM
530
IHT Wealth Management
Illinois
$1.1M
MPI
531
Mairs & Power Inc
Minnesota
$1.1M
RIL
532
Rothschild Investment LLC
Illinois
$1.09M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
533
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.07M
RWP
534
RWA Wealth Partners
Massachusetts
$1.07M
PP
535
Patten & Patten
Tennessee
$1.06M
EF
536
Empirical Finance
Pennsylvania
$1.06M
DIS
537
Diversified Investment Strategies
Louisiana
$1.05M
PIM
538
Plato Investment Management
Australia
$1.05M
PFWA
539
Paces Ferry Wealth Advisors
Georgia
$1.04M
DO
540
denkapparat Operations
Germany
$1.03M
AFWM
541
AMJ Financial Wealth Management
Virginia
$1.03M
TMAM
542
Tokio Marine Asset Management
Japan
$1.02M
ACM
543
Avalon Capital Management
California
$1.02M
KCP
544
Kera Capital Partners
California
$1.01M
CCM
545
Coldstream Capital Management
Washington
$1.01M
CBT
546
Central Bank & Trust
Kentucky
$999K
PFPG
547
Pinnacle Financial Partners (Georgia)
Georgia
$999K
AWM
548
Accurate Wealth Management
Florida
$997K
NG
549
Norden Group
Utah
$996K
PS
550
Principal Securities
Iowa
$995K