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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 %
Los Angeles Capital Management
651
Los Angeles Capital Management
California
$297K +$297K +810 New
WAM
652
Wakefield Asset Management
Colorado
$294K +$294K +802 New
PCM
653
Park Capital Management
Wisconsin
$291K +$291K +795 New
HNB
654
Huntington National Bank
Ohio
$291K -$116K -317 -29%
EB
655
Eastern Bank
Massachusetts
$290K -$128K -348 -31%
BCM
656
Bienville Capital Management
New York
$289K – – –
RRCM
657
Rappaport Reiches Capital Management
Illinois
$287K +$367 +1 +0.1%
BWS
658
Broadway Wealth Solutions
Texas
$286K +$4.77K +13 +2%
WPC
659
Wedmont Private Capital
Pennsylvania
$285K +$6.87K +19 +2%
WJWM
660
Williams Jones Wealth Management
New York
$284K -$27.5K -75 -9%
Wellington Management Group
661
Wellington Management Group
Massachusetts
$283K -$1.22M -3,338 -81%
O
662
Ossiam
France
$282K -$9.06M -24,709 -97%
TC
663
Truvestments Capital
Florida
$278K -$412K -1,123 -60%
JCM
664
J2 Capital Management
Michigan
$278K -$124K -338 -31%
SQA
665
Simon Quick Advisors
New Jersey
$277K +$106K +290 +62%
FFA
666
Farther Finance Advisors
California
$275K +$155K +415 +129%
SPA
667
Sherbrooke Park Advisers
New York
$275K +$275K +750 New
HR
668
Hardy Reed
Mississippi
$272K +$15.4K +42 +6%
Nomura Holdings
669
Nomura Holdings
Japan
$272K -$6.02M -16,435 -96%
IA
670
Integrity Alliance
Iowa
$272K +$272K +741 New
HIA
671
Harbor Investment Advisory
Maryland
$271K -$18K -49 -6%
ACM
672
Alta Capital Management
Utah
$269K +$29.7K +81 +12%
KCP
673
Kera Capital Partners
California
$268K +$268K +732 New
GCM
674
GKV Capital Management
California
$264K +$18.3K +50 +7%
CWM
675
Cornerstone Wealth Management
Missouri
$263K -$20.9K -57 -7%
25 26
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