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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 %
MA
676
Mutual Advisors
Nebraska
$350K +$350K +680 New
CPCPP
677
Canada Post Corporation Pension Plan
Canada
$349K +$349K +747 New
HR
678
Hardy Reed
Mississippi
$349K +$1.87K +4 +0.5%
GL
679
Graypoint LLC
New York
$347K +$347K +742 New
BAM
680
Belpointe Asset Management
Nevada
$345K -$318K -680 -48%
BWS
681
Broadway Wealth Solutions
Texas
$342K -$22.9K -49 -6%
HIA
682
Harbor Investment Advisory
Maryland
$342K -$3.74K -8 -1%
MAM
683
Martingale Asset Management
Massachusetts
$339K +$339K +724 New
KWA
684
Kingswood Wealth Advisors
California
$338K -$73.4K -157 -18%
CPA
685
Capital Performance Advisors
California
$338K +$338K +722 New
PA
686
Profund Advisors
Maryland
$336K -$59.4K -127 -15%
CWM
687
Cornerstone Wealth Management
Missouri
$336K
TC
688
Truvestments Capital
Florida
$334K -$21.5K -46 -6%
MMM
689
Mendel Money Management
Illinois
$333K
SPC
690
Sigma Planning Corp
Michigan
$330K -$57.5K -123 -15%
BAM
691
Blueshift Asset Management
New Jersey
$329K -$341K -728 -51%
WC
692
Whitney & Co
New York
$327K
WT
693
Whittier Trust
California
$323K -$936 -2 -0.3%
NIM
694
NEOS Investment Management
Connecticut
$319K
PA
695
Procyon Advisors
Connecticut
$317K -$13.6K -29 -4%
FFM
696
Forum Financial Management
Illinois
$315K +$41.6K +89 +15%
BAAM
697
Baker Avenue Asset Management
California
$314K +$314K +671 New
CIP
698
Cornerstone Investment Partners
Georgia
$313K -$468 -1 -0.1%
GPGA
699
Grandeur Peak Global Advisors
Utah
$311K -$698K -1,493 -69%
FFP
700
Freedom Financial Partners
Minnesota
$308K +$3.74K +8 +1%