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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 %
GAA
576
Global Assets Advisory
Florida
$568K -$1.14M -2,400 -67%
LWM
577
Lodestone Wealth Management
Washington
$564K -$3.74K -8 -0.7%
KWM
578
Keebeck Wealth Management
Illinois
$563K
TC
579
TAGStone Capital
North Carolina
$560K
LCM
580
Laurion Capital Management
New York
$556K +$556K +1,189 New
CIM
581
Contravisory Investment Management
Massachusetts
$554K +$552K +1,180 +23,600%
BCV
582
Banque Cantonale Vaudoise
Switzerland
$551K -$719K -1,535 -57%
QCG
583
Quadrant Capital Group
Ohio
$545K +$9.82K +21 +2%
OTPPB
584
Ontario Teachers' Pension Plan Board
Ontario, Canada
$545K +$137K +293 +34%
OIS
585
Okabena Investment Services
Minnesota
$543K
PWA
586
Phoenix Wealth Advisors
North Carolina
$541K -$468 -1 -0.1%
AFCM
587
Applied Finance Capital Management
Puerto Rico
$538K
CFO
588
Callan Family Office
Pennsylvania
$535K +$276K +591 +107%
KP
589
Keel Point
Alabama
$532K +$532K +1,137 New
CA
590
CoreCap Advisors
Michigan
$525K -$403K -861 -43%
CH
591
Canton Hathaway
Rhode Island
$524K
CC
592
Chicago Capital
Illinois
$524K
CAM
593
Cresset Asset Management
Illinois
$523K -$57.1K -122 -10%
SFI
594
Siemens Fonds Invest
Germany
$516K +$84.2K +180 +20%
KCP
595
Kera Capital Partners
California
$510K +$167K +358 +49%
HAG
596
HighPoint Advisor Group
Illinois
$507K -$241K -516 -32%
SFS
597
Stiles Financial Services
Minnesota
$504K +$122K +260 +32%
GDP
598
Great Diamond Partners
Maine
$503K +$503K +1,075 New
ASN
599
Advisory Services Network
Georgia
$498K -$26.8K -52 -5%
AWA
600
Aaron Wealth Advisors
Illinois
$494K +$104K +222 +27%