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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
VSQM
576
V-Square Quantitative Management
Illinois
$813K
HWM
577
HB Wealth Management
Georgia
$811K
BCV
578
Banque Cantonale Vaudoise
Switzerland
$787K
P
579
PensionDanmark
Denmark
$787K
EWM
580
Empirical Wealth Management
Washington
$782K
VI
581
Versor Investments
New York
$776K
Lido Advisors
582
Lido Advisors
California
$776K
IA
583
Integrity Alliance
Iowa
$774K
SAM
584
Securian Asset Management
Minnesota
$773K
OBGC
585
O'Brien Greene & Co
Pennsylvania
$771K
HFM
586
Harvest Fund Management
China
$771K
SAM
587
Silvercrest Asset Management
New York
$767K
BFS
588
Bradley Foster & Sargent
Connecticut
$742K
AIM
589
Aigen Investment Management
New York
$741K
DTL
590
Dynamic Technology Lab
Singapore
$733K
MSA
591
MUFG Securities Americas
New York
$731K
GIM
592
Groesbeck Investment Management
New Jersey
$729K
KWM
593
Keebeck Wealth Management
Illinois
$726K
LWM
594
Lodestone Wealth Management
Washington
$724K
QCG
595
Quadrant Capital Group
Ohio
$723K
KRSITF
596
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$719K
WI
597
Wahed Invest
New York
$718K
GCM
598
GKV Capital Management
California
$714K
OF
599
Optimize Financial
California
$711K
GAA
600
Global Assets Advisory
Florida
$711K