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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
BWS
726
Broadway Wealth Solutions
Texas
$419K
PA
727
Profund Advisors
Maryland
$417K
MFS
728
Mattson Financial Services
Michigan
$415K
WC
729
Whitney & Co
New York
$414K
PA
730
Procyon Advisors
Connecticut
$414K
AFCM
731
Applied Finance Capital Management
Puerto Rico
$412K
WA
732
Waverly Advisors
Alabama
$412K
GCM
733
Graham Capital Management
Connecticut
$408K
TRCT
734
Tower Research Capital (TRC)
New York
$404K
FFP
735
Freedom Financial Partners
Minnesota
$402K
AAP
736
Arax Advisory Partners
Colorado
$393K
IA
737
IFG Advisory
Georgia
$390K
AFGAS
738
Allegiance Financial Group Advisory Services
Virginia
$389K
EAM
739
Erste Asset Management
Austria
$386K
AFG
740
Atomi Financial Group
New York
$386K
CAU
741
Caxton Associates (UK)
$384K
SFI
742
Siemens Fonds Invest
Germany
$381K
RWA
743
Rooted Wealth Advisors
Illinois
$379K
ECM
744
Evergreen Capital Management
Washington
$378K
EW
745
Evoke Wealth
California
$374K
ICP
746
Interchange Capital Partners
Pennsylvania
$373K
AWA
747
Ark Wealth Advisors
California
$370K
HCA
748
Harbour Capital Advisors
Virginia
$369K
WA
749
Wealth Alliance
New York
$368K
AWM
750
AE Wealth Management
Kansas
$359K