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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 %
SC
601
Sepio Capital
Utah
$491K -$215K -460 -30%
Capstone Investment Advisors
602
Capstone Investment Advisors
New York
$487K +$487K +1,042 New
TSWM
603
Triangle Securities Wealth Management
North Carolina
$484K -$4.68K -10 -1%
IFWM
604
Institute for Wealth Management
Colorado
$482K -$15.4K -33 -3%
BRWA
605
B. Riley Wealth Advisors
Florida
$479K +$479K +1,024 New
AA
606
ALPS Advisors
Colorado
$478K +$5.61K +12 +1%
CTC
607
Central Trust Company
Missouri
$476K -$1.87K -4 -0.4%
IC
608
Inscription Capital
Texas
$476K +$476K +1,018 New
PS
609
Principal Securities
Iowa
$474K +$70.2K +150 +17%
AG
610
Algert Global
California
$473K -$144K -308 -23%
NLGIA
611
Nippon Life Global Investors Americas
New York
$472K -$374K -800 -44%
SW
612
SkyOak Wealth
Michigan
$469K
EWA
613
EverSource Wealth Advisors
Alabama
$469K +$183K +392 +64%
MSA
614
MUFG Securities Americas
New York
$468K +$84.2K +180 +22%
WCM
615
Winebrenner Capital Management
Kentucky
$468K
CFM
616
Catalyst Funds Management
Australia
$468K +$468K +1,000 New
FIA
617
FNY Investment Advisers
New York
$467K +$467K +1,000 New
SCP
618
Sivia Capital Partners
California
$466K +$466K +997 New
WWA
619
Wisconsin Wealth Advisors
Wisconsin
$460K +$26.7K +57 +6%
Bessemer Group
620
Bessemer Group
New Jersey
$459K -$160K -341 -26%
GT
621
Greenleaf Trust
Michigan
$458K -$2.81K -6 -0.6%
JCIA
622
Jackson Creek Investment Advisors
Colorado
$458K +$458K +979 New
DEA
623
DoubleLine ETF Adviser
Florida
$455K -$91.7K -196 -17%
TIAA Trust, National Association
624
TIAA Trust, National Association
North Carolina
$454K -$3.74K -8 -0.8%
RWB
625
RMR Wealth Builders
New Jersey
$454K