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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 %
MMM
676
Mendel Money Management
Illinois
$261K -$2.57K -7 -1%
PA
677
Procyon Advisors
Connecticut
$259K +$10.6K +29 +4%
SIA
678
Schechter Investment Advisors
Michigan
$259K -$72.2K -197 -22%
WBC
679
Westpac Banking Corp
Australia
$259K – – –
WC
680
Whitney & Co
New York
$257K -$9.16K -25 -3%
WT
681
Whittier Trust
California
$254K -$29.7K -81 -10%
LCM
682
Landscape Capital Management
New Jersey
$254K -$2.09M -5,702 -89%
KRW
683
Kaufman Rossin Wealth
Florida
$250K +$250K +682 New
NIM
684
NEOS Investment Management
Connecticut
$250K – – –
AWM
685
Avaii Wealth Management
Wisconsin
$248K -$276K -754 -53%
FIM
686
Freedom Investment Management
Connecticut
$247K +$23.8K +65 +11%
MYAM
687
Meiji Yasuda Asset Management
Japan
$246K -$14.7K -40 -6%
S
688
SignatureFD
Georgia
$245K +$82.1K +224 +50%
CIP
689
Cornerstone Investment Partners
Georgia
$245K +$1.47K +4 +0.6%
HI
690
Horizon Investments
North Carolina
$244K +$4.77K +13 +2%
EFG
691
Ethos Financial Group
Pennsylvania
$242K – – –
IA
692
IFG Advisory
Georgia
$240K -$1.1K -3 -0.5%
FFP
693
Freedom Financial Partners
Minnesota
$239K – – –
DIS
694
Diversified Investment Strategies
Louisiana
$238K +$38.5K +105 +19%
HCA
695
Harbour Capital Advisors
Virginia
$237K – – –
SC
696
Syon Capital
California
$235K +$235K +641 New
FYW
697
Future You Wealth
New York
$232K – – –
GWM
698
Geneos Wealth Management
Colorado
$230K -$49.5K -122 -18%
SWP
699
Sagespring Wealth Partners
Tennessee
$229K +$11K +30 +5%
QCM
700
Qsemble Capital Management
New York
$226K +$226K +616 New
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