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Ulta Beauty
ULTA

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$135M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$96.6M
5
Millennium Management
Millennium Management
New York
+$90.8M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$218M
2
Citadel Advisors
Citadel Advisors
Florida
-$202M
3
BlackRock
BlackRock
New York
-$165M
4
Invesco
Invesco
Georgia
-$86.4M
5
AM
Atreides Management
Massachusetts
-$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
726
Stratos Wealth Partners
Ohio
$264K +$264K +565 New
HIP
727
HUB Investment Partners
Texas
$263K +$156K +334 +146%
NP
728
NorthRock Partners
Minnesota
$263K +$263K +562 New
DAS
729
Diversify Advisory Services
Utah
$262K +$262K +508 New
SWA
730
SFMG Wealth Advisors
Texas
$262K +$262K +559 New
VWM
731
Venturi Wealth Management
Texas
$262K +$262K +559 New
SWM
732
Spire Wealth Management
Virginia
$259K -$3.25M -6,940 -93%
RFN
733
RDA Financial Network
Iowa
$258K -$2.81K -6 -1%
WFA
734
Wellspring Financial Advisors
Ohio
$258K +$258K +552 New
TIA
735
Traphagen Investment Advisors
New Jersey
$257K – – –
TAM
736
Trust Asset Management
Texas
$257K – – –
OC
737
Oarsman Capital
Wisconsin
$256K -$1.87K -4 -0.7%
CCA
738
Checchi Capital Advisers
California
$255K -$5.61K -12 -2%
WFI
739
West Family Investments
California
$253K +$253K +540 New
Lido Advisors
740
Lido Advisors
California
$252K +$252K +537 New
GSWM
741
Golden State Wealth Management
California
$250K – – –
AA
742
Advisory Alpha
Michigan
$249K +$249K +533 New
MT
743
Midwest Trust
Kansas
$248K +$248K +530 New
MAS
744
Meeder Advisory Services
Ohio
$248K +$248K +530 New
SCA
745
Snowden Capital Advisors
New York
$247K +$247K +529 New
Pzena Investment Management
746
Pzena Investment Management
New York
$246K +$246K +525 New
C
747
Certuity
Florida
$246K +$246K +525 New
WWC
748
Waypoint Wealth Counsel
Georgia
$246K +$246K +525 New
OWA
749
Octavia Wealth Advisors
Ohio
$243K -$189K -405 -44%
ECM
750
Evergreen Capital Management
Washington
$243K +$243K +519 New
28 29
30
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