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Ulta Beauty

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
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
551
Wellington Management Group
Massachusetts
$666K +$304K +650 +84%
DIS
552
Diversified Investment Strategies
Louisiana
$662K +$358K +765 +118%
SPA
553
Sherbrooke Park Advisers
New York
$661K +$311K +664 +89%
KCM
554
Kathmere Capital Management
Pennsylvania
$661K +$279K +597 +73%
OBGC
555
O'Brien Greene & Co
Pennsylvania
$656K +$936 +2 +0.1%
HBT
556
Heartland Bank & Trust
Illinois
$647K -$20.6K -44 -3%
VSQM
557
V-Square Quantitative Management
Illinois
$647K -$204K -436 -24%
IB
558
Intrust Bank
Kansas
$645K +$110K +236 +21%
BMCM
559
Bryn Mawr Capital Management
Pennsylvania
$625K -$10.8K -23 -2%
CPIG
560
Chicago Partners Investment Group
Illinois
$624K +$227K +446 +57%
CIA
561
Concurrent Investment Advisors
Florida
$623K +$366K +782 +142%
HFM
562
Harvest Fund Management
China
$622K
Grantham, Mayo, Van Otterloo & Co (GMO)
563
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$615K +$615K +1,314 New
AM
564
AGF Management
Ontario, Canada
$610K +$610K +1,303 New
BC
565
Bayforest Capital
United Kingdom
$603K -$233K -498 -28%
MFAM
566
Motley Fool Asset Management
Virginia
$600K +$40.7K +87 +7%
AAS
567
Ameritas Advisory Services
Nebraska
$599K -$54.7K -117 -8%
CCM
568
Coldstream Capital Management
Washington
$597K +$116K +247 +24%
AWM
569
Apollon Wealth Management
South Carolina
$594K +$55.7K +119 +10%
APWM
570
Argonautica Private Wealth Management
Massachusetts
$594K -$32.3K -69 -5%
KRSITF
571
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$589K -$40.7K -87 -6%
OIA
572
OneDigital Investment Advisors
Kansas
$583K +$38.4K +82 +7%
SC
573
Syon Capital
California
$579K +$279K +597 +93%
WI
574
Wahed Invest
New York
$574K +$17.3K +37 +3%
BFS
575
Bradley Foster & Sargent
Connecticut
$573K