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Ulta Beauty
ULTA

Overview Fund Activity

936 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-48
Holders Change %
-4.88%
% of All Funds
12.71%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
96
Increased
342
Reduced
362
Closed
124
Calls
$1.38B
Puts
$807M
Net Calls
+$576M
Net Calls Change
+$448M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$436M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
3
Franklin Resources
Franklin Resources
California
+$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$431M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$167M
3
PC
PointState Capital
New York
-$160M
4
State Street
State Street
Massachusetts
-$125M
5
Millennium Management
Millennium Management
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
576
Lodestone Wealth Management
Washington
$445K -$105K -286 -19%
GI
577
GAMMA Investing
California
$444K +$25.3K +69 +6%
GIM
578
Groesbeck Investment Management
New Jersey
$442K – – –
KWM
579
Keebeck Wealth Management
Illinois
$441K -$40.3K -110 -8%
MFAM
580
Motley Fool Asset Management
Virginia
$438K +$50.6K +138 +13%
WI
581
Wahed Invest
New York
$437K +$4.77K +13 +1%
DEA
582
DoubleLine ETF Adviser
Florida
$428K +$428K +1,168 New
OIA
583
OneDigital Investment Advisors
Kansas
$427K +$104K +283 +32%
OIS
584
Okabena Investment Services
Minnesota
$425K – – –
PWA
585
Phoenix Wealth Advisors
North Carolina
$424K -$367 -1 -0.1%
BP
586
BNP Paribas
France
$423K -$59.9K -165 -12%
AWM
587
Apollon Wealth Management
South Carolina
$422K -$9.16K -25 -2%
AFCM
588
Applied Finance Capital Management
Puerto Rico
$422K +$3.3K +9 +0.8%
QCG
589
Quadrant Capital Group
Ohio
$419K +$345K +941 +464%
IB
590
Intrust Bank
Kansas
$419K -$44.4K -121 -10%
AIP
591
Alexis Investment Partners
Texas
$413K +$19.4K +54 +5%
TC
592
TAGStone Capital
North Carolina
$412K – – –
CH
593
Canton Hathaway
Rhode Island
$411K +$411K +1,120 New
NF
594
Nikulski Financial
Iowa
$411K -$38.5K -105 -9%
CC
595
Chicago Capital
Illinois
$411K +$7.33K +20 +2%
MS
596
Maven Securities
Jersey
$397K +$397K +1,083 New
BMSSC
597
B. Metzler seel. Sohn & Co
Germany
$393K -$289K -789 -42%
IFWM
598
Institute for Wealth Management
Colorado
$389K -$2.57K -7 -0.7%
ASC
599
Atalanta Sosnoff Capital
New York
$387K -$52.4K -143 -12%
TSWM
600
Triangle Securities Wealth Management
North Carolina
$383K -$3.67K -10 -0.9%
22 23
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