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Ulta Beauty
ULTA

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: 11 → 13 (+2)

15% more capital invested

Capital invested by funds: $20B → $23.1B (+$3.09B)

3% more funds holding

Funds holding: 1,033 → 1,061 (+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

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$150M
2
Citadel Advisors
Citadel Advisors
Florida
+$134M
3
AAF
Andra AP-fonden
Sweden
+$117M
4
Invesco
Invesco
Georgia
+$108M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$108M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$196M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
3
CIP
Champlain Investment Partners
Vermont
-$109M
4
Marshall Wace
Marshall Wace
United Kingdom
-$103M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$91.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EC
551
Enhancing Capital
Pennsylvania
$820K +$12.3K +24 +2%
CAM
552
Creekmur Asset Management
Illinois
$816K -$409K -798 -35%
EH
553
Equitable Holdings
New York
$811K +$30.7K +60 +4%
CCM
554
Coldstream Capital Management
Washington
$796K +$91.7K +179 +14%
TWP
555
Tempus Wealth Planning
California
$795K – – –
IB
556
Intrust Bank
Kansas
$794K +$37.4K +73 +5%
GCM
557
Genus Capital Management
British Columbia, Canada
$787K +$738K +1,440 New
NMIMC
558
Northwestern Mutual Investment Management Company
Wisconsin
$783K -$4.1K -8 -0.6%
IAN
559
Integrated Advisors Network
Texas
$774K -$12.3K -24 -2%
MFAM
560
Motley Fool Asset Management
Virginia
$774K +$68.1K +133 +10%
SCM
561
Sirios Capital Management
Massachusetts
$763K +$715K +1,396 New
TCM
562
Tang Capital Management
California
$756K -$526K -1,026 -43%
ASC
563
Atalanta Sosnoff Capital
New York
$750K +$216K +422 +44%
UFF
564
USA Financial Formulas
Michigan
$747K +$700K +1,366 New
NLGIA
565
Nippon Life Global Investors Americas
New York
$744K +$179K +350 +35%
BHCM
566
Brevan Howard Capital Management
Jersey
$741K -$9.45M -18,444 -93%
SC
567
Shay Capital
New York
$738K +$307K +600 +80%
Wolverine Trading
568
Wolverine Trading
Illinois
$725K -$6.07M -11,846 -90%
BCM
569
Brookstone Capital Management
Illinois
$713K -$71.7K -140 -10%
KCP
570
Kera Capital Partners
California
$710K +$107K +209 +19%
ASN
571
Advisory Services Network
Georgia
$698K +$159K +310 +32%
OBGC
572
O'Brien Greene & Co
Pennsylvania
$697K -$65.1K -127 -9%
APWM
573
Argonautica Private Wealth Management
Massachusetts
$694K – – –
SAM
574
Silvercrest Asset Management
New York
$693K -$12.1M -23,536 -95%
CFO
575
Callan Family Office
Pennsylvania
$691K +$61.5K +120 +10%
21 22
23
24 25

ULTA Hedge Fund Activity: Q3 2025 in Review

1,061 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q3 2025, worth a combined $23.1B — up 15% from $20B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ULTA positions and 95 closed out — a net gain of 42 holders — while 356 added to existing stakes and 392 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $150M. The largest seller was Balyasny Asset Management, cutting an estimated $196M.

  • 1,061 institutional investors held Ulta Beauty (ULTA) as of Q3 2025, up from 1,033 in Q2 2025.
  • Funds reported $23.1B of Ulta Beauty stock for Q3 2025, up 15% quarter-over-quarter.
  • 137 funds opened new Ulta Beauty positions in Q3 2025 and 95 closed out, a net change of +42 holders.
  • The largest Ulta Beauty buyer in Q3 2025 was Holocene Advisors, an estimated $150M added.
  • The largest Ulta Beauty seller in Q3 2025 was Balyasny Asset Management, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2025.