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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
FIA
601
Foundations Investment Advisors
Arizona
$707K
APWM
602
Argonautica Private Wealth Management
Massachusetts
$707K
OIS
603
Okabena Investment Services
Minnesota
$702K
TG
604
TCW Group
California
$700K
VCM
605
Versant Capital Management
Arizona
$698K
EH
606
Equitable Holdings
New York
$696K
LIP
607
Lighthouse Investment Partners
Florida
$695K
UFF
608
USA Financial Formulas
Michigan
$692K
SFS
609
Sowell Financial Services
Arkansas
$691K
CPCPP
610
Canada Post Corporation Pension Plan
Canada
$682K
TC
611
TAGStone Capital
North Carolina
$681K
CTA
612
Chesley Taft & Associates
Illinois
$678K
WorldQuant Millennium Advisors
613
WorldQuant Millennium Advisors
New York
$676K
CIM
614
Contravisory Investment Management
Massachusetts
$676K
SC
615
Sepio Capital
Utah
$675K
DZ Bank
616
DZ Bank
Germany
$675K
PWA
617
Phoenix Wealth Advisors
North Carolina
$672K
NSUP
618
NLB Skladi upravljanje premozenja
$669K
CC
619
Chicago Capital
Illinois
$666K
GDP
620
Great Diamond Partners
Maine
$653K
BAAM
621
Baker Avenue Asset Management
California
$647K
MC
622
Machina Capital
France
$641K
FFA
623
First Foundation Advisors
California
$640K
CJ
624
Caitlin John
Michigan
$635K
OIA
625
OneDigital Investment Advisors
Kansas
$635K