Ulta Beauty
ULTA
1,061 hedge funds and large institutions have $23.1B invested in Ulta Beauty in 2025 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 356 increasing their positions, 392 reducing their positions, and 95 closing their positions.
44% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 95
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
15% more capital invested
Capital invested by funds: $20B → $23.1B (+$3.09B)
3% more funds holding
Funds holding: 1,033 → 1,061 (+28)
0.73% less ownership
Funds ownership: 95.02% → 94.29% (-0.73%)
9% less repeat investments, than reductions
Existing positions increased: 356 | Existing positions reduced: 392
14% less call options, than puts
Call options by funds: $815M | Put options by funds: $944M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
+$150M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$134M |
| 3 |
AAF
Andra AP-fonden
Goteborg,
Sweden
|
+$117M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$108M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$196M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$123M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$109M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$103M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$91.8M |
ULTA Hedge Fund Activity: Q3 2025 in Review
1,061 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q3 2025, worth a combined $23.1B — up 15% from $20B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new ULTA positions and 95 closed out — a net gain of 42 holders — while 356 added to existing stakes and 392 trimmed.
The largest buyer was Holocene Advisors, adding an estimated $150M. The largest seller was Balyasny Asset Management, cutting an estimated $196M.
- 1,061 institutional investors held Ulta Beauty (ULTA) as of Q3 2025, up from 1,033 in Q2 2025.
- Funds reported $23.1B of Ulta Beauty stock for Q3 2025, up 15% quarter-over-quarter.
- 137 funds opened new Ulta Beauty positions in Q3 2025 and 95 closed out, a net change of +42 holders.
- The largest Ulta Beauty buyer in Q3 2025 was Holocene Advisors, an estimated $150M added.
- The largest Ulta Beauty seller in Q3 2025 was Balyasny Asset Management, an estimated $196M sold.
Based on aggregated 13F filings for Q3 2025.