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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
BAM
701
Blueshift Asset Management
New Jersey
$476K
TL
702
Tradewinds LLC
North Carolina
$476K
LNWTC
703
Laird Norton Wetherby Trust Company
Washington
$476K
VWM
704
Venturi Wealth Management
Texas
$474K
CCPM
705
Cooper Creek Partners Management
New York
$473K
SC
706
Savant Capital
Illinois
$473K
CPA
707
Capital Performance Advisors
California
$473K
KRW
708
Kaufman Rossin Wealth
Florida
$469K
WJWM
709
Williams Jones Wealth Management
New York
$468K
BP
710
Ballentine Partners
Massachusetts
$465K
HR
711
Hardy Reed
Mississippi
$465K
BIG
712
Brooklyn Investment Group
New York
$459K
SPC
713
Sigma Planning Corp
Michigan
$452K
BCI
714
Brinker Capital Investments
Pennsylvania
$452K
SFC
715
SYM Financial Corp
Indiana
$451K
RSWM
716
Robertson Stephens Wealth Management
California
$448K
OL
717
Optas LLC
Texas
$440K
BT
718
Banque Transatlantique
France
$435K
HIA
719
Harbor Investment Advisory
Maryland
$434K
MAM
720
Martingale Asset Management
Massachusetts
$432K
QL
721
Quarry LP
New York
$431K
WG
722
Wellington Group
Indiana
$430K
PA
723
Parallel Advisors
California
$428K
JIC
724
Johnson Investment Counsel
Ohio
$425K
HL
725
HeadInvest LLC
Maine
$422K