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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 %
GIM
626
Goelzer Investment Management
Indiana
$452K -$3.57M -7,627 -89%
VCM
627
Versant Capital Management
Arizona
$451K +$196K +420 +77%
CAS
628
CTC Alternative Strategies
Illinois
$449K +$449K +960 New
IWC
629
Integrated Wealth Concepts
Massachusetts
$445K +$445K +952 New
ASC
630
Atalanta Sosnoff Capital
New York
$444K -$50.1K -107 -10%
DAM
631
DLD Asset Management
New York
$442K +$442K +944 New
DWT
632
Dorsey & Whitney Trust
South Dakota
$441K -$1.44M -3,068 -77%
CCFM
633
Clear Creek Financial Management
Washington
$427K -$43K -92 -9%
CFG
634
Chapman Financial Group
Hawaii
$423K +$423K +905 New
EGM
635
Engineers Gate Manager
New York
$418K -$452K -966 -52%
SIG
636
Sargent Investment Group
Maryland
$416K -$2.58K -5 -0.6%
ACA
637
Anchor Capital Advisors
Massachusetts
$413K -$27.1K -58 -6%
AWM
638
Accurate Wealth Management
Florida
$408K
WPC
639
Wedmont Private Capital
Pennsylvania
$408K +$32.3K +68 +9%
XT
640
XTX Topco
Cayman Islands
$407K +$407K +871 New
IA
641
IFP Advisors
Florida
$407K -$1.2M -2,564 -75%
SAM
642
Secure Asset Management
Michigan
$403K +$403K +862 New
FFA
643
Farther Finance Advisors
California
$402K +$57.5K +123 +17%
NICM
644
Neo Ivy Capital Management
New York
$400K +$400K +856 New
PCIA
645
Prime Capital Investment Advisors
Kansas
$398K +$15.9K +34 +4%
SDIC
646
South Dakota Investment Council
South Dakota
$398K -$328K -700 -45%
DWP
647
Daymark Wealth Partners
Ohio
$396K
AG
648
Ascent Group
Virginia
$395K +$395K +844 New
LWCFA
649
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$391K
CTA
650
Chesley Taft & Associates
Illinois
$390K +$11.2K +24 +3%