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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 %
NERM
601
New England Research & Management
Illinois
$383K – – –
HWM
602
HB Wealth Management
Georgia
$378K +$119K +325 +46%
CCM
603
Coldstream Capital Management
Washington
$377K +$72.2K +197 +24%
PS
604
Principal Securities
Iowa
$376K +$23.9K +55 +7%
USAA
605
United Services Automobile Association
Texas
$375K +$375K +1,043 New
CTC
606
Central Trust Company
Missouri
$375K -$77K -210 -17%
ASN
607
Advisory Services Network
Georgia
$374K -$438K -1,195 -54%
AA
608
ALPS Advisors
Colorado
$370K +$370K +1,010 New
CCFM
609
Clear Creek Financial Management
Washington
$368K +$63K +172 +21%
SW
610
SkyOak Wealth
Michigan
$367K +$733 +2 +0.2%
WCM
611
Winebrenner Capital Management
Kentucky
$367K -$367K -1,000 -50%
PIA
612
Prakash Investment Advisors
Massachusetts
$367K -$36.7K -100 -9%
UWP
613
Uniting Wealth Partners
Kansas
$367K – – –
VIM
614
Vinva Investment Management
Australia
$362K +$60K +167 +20%
GT
615
Greenleaf Trust
Michigan
$361K -$5.87K -16 -2%
TIAA Trust, National Association
616
TIAA Trust, National Association
North Carolina
$359K -$45.8K -125 -11%
CAM
617
Congress Asset Management
Massachusetts
$357K +$357K +973 New
RWB
618
RMR Wealth Builders
New Jersey
$356K +$11.4K +31 +3%
JFGIW
619
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$353K +$213K +582 +153%
FFG
620
Fortem Financial Group
California
$352K +$352K +960 New
WPW
621
Warther Private Wealth
Ohio
$351K -$1.91M -5,216 -84%
AWS
622
Atria Wealth Solutions
New York
$349K -$388K -1,058 -53%
ACA
623
Anchor Capital Advisors
Massachusetts
$345K -$487K -1,330 -59%
WWA
624
Wisconsin Wealth Advisors
Wisconsin
$340K -$12.5K -34 -4%
OWA
625
Octavia Wealth Advisors
Ohio
$339K +$31.9K +87 +10%
23 24
25
26 27