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Ulta Beauty

1,118 hedge funds and large institutions have $25.7B invested in Ulta Beauty in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 353 increasing their positions, 401 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.25% more ownership

Funds ownership: 94.29%96.54% (+2.2%)

12% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 401

17% less call options, than puts

Call options by funds: $965M | Put options by funds: $1.16B

Holders
1,118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$965M
Puts
$1.16B
Net Calls
Net Calls Change

Top Sellers

1 -$198M
2 -$169M
3 -$124M
4
IP
Interval Partners
New York
-$95.5M
5
Morgan Stanley
Morgan Stanley
New York
-$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
676
Goelzer Investment Management
Indiana
$520K
PCIA
677
Prime Capital Investment Advisors
Kansas
$515K
Bessemer Group
678
Bessemer Group
New Jersey
$514K
AIM
679
Advyzon Investment Management
Illinois
$513K
PF
680
Phoenix Financial
Israel
$511K
ASN
681
Advisory Services Network
Georgia
$509K
GAM
682
Groupama Asset Management
France
$508K
AWM
683
Angeles Wealth Management
California
$508K
CCFM
684
Clear Creek Financial Management
Washington
$503K
ACA
685
Aptus Capital Advisors
Alabama
$499K
MC
686
Maverick Capital
Texas
$494K
CWM
687
Cornerstone Wealth Management
Missouri
$494K
ACA
688
Anchor Capital Advisors
Massachusetts
$493K
FFM
689
Forum Financial Management
Illinois
$491K
SIG
690
Sargent Investment Group
Maryland
$487K
Envestnet Portfolio Solutions
691
Envestnet Portfolio Solutions
Illinois
$486K
SI
692
Stirlingshire Investments
New York
$486K
WAM
693
Wakefield Asset Management
Colorado
$485K
WWA
694
Wisconsin Wealth Advisors
Wisconsin
$485K
SC
695
Sapient Capital
Indiana
$481K
TA
696
TrueWealth Advisors
Alabama
$480K
AFP
697
Ausdal Financial Partners
Iowa
$478K
VA
698
VestGen Advisors
Illinois
$477K
BCM
699
Bienville Capital Management
New York
$477K
IFU
700
iSAM Funds (UK)
United Kingdom
$476K