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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
NIM
551
NEOS Investment Management
Connecticut
$988K
PCM
552
Penserra Capital Management
California
$987K
SSA
553
Sierra Summit Advisors
Nevada
$984K
SIC
554
Schwartz Investment Counsel
Michigan
$983K
OTL
555
Oak Thistle LLC
New York
$981K
MNBTD
556
Moody National Bank Trust Division
Texas
$975K
KCM
557
Kathmere Capital Management
Pennsylvania
$967K
RP
558
Rowlandmiller & Partners
Georgia
$966K
CCIA
559
Campbell & Co Investment Adviser
Maryland
$959K
PEAK6
560
PEAK6
Illinois
$957K
EOJOAM
561
E. Ohman J:or Asset Management
Sweden
$953K
LI
562
Lafayette Investments
Maryland
$951K
IIC
563
Integrated Investment Consultants
Michigan
$944K
EPW
564
Evolve Private Wealth
California
$939K
LA
565
Legacy Advisors
Pennsylvania
$934K
MC
566
Moors & Cabot
Massachusetts
$916K
IB
567
Intrust Bank
Kansas
$898K
MFAM
568
Motley Fool Asset Management
Virginia
$881K
AAM
569
Advisors Asset Management
Colorado
$877K
TWP
570
Tempus Wealth Planning
California
$867K
NMIMC
571
Northwestern Mutual Investment Management Company
Wisconsin
$867K
IAN
572
Integrated Advisors Network
Texas
$852K
WAM
573
Weiss Asset Management
Massachusetts
$839K
AWM
574
Apollon Wealth Management
South Carolina
$834K
ASC
575
Atalanta Sosnoff Capital
New York
$819K