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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 %
PPW
751
Parcion Private Wealth
Washington
$242K +$242K +518 New
FYW
752
Future You Wealth
New York
$242K +$433 +7 +0.2%
NEI
753
Northwest & Ethical Investments
Ontario, Canada
$238K +$238K +509 New
AIM
754
Access Investment Management
Georgia
$235K +$235K +503 New
IA
755
IFG Advisors
Missouri
$234K +$234K +501 New
ECM
756
Everence Capital Management
Indiana
$234K +$234K +500 New
FCM
757
Frontier Capital Management
Massachusetts
$234K +$234K +500 New
CI
758
Corient IA
Florida
$234K +$234K +500 New
FIM
759
Freedom Investment Management
Connecticut
$234K -$81.9K -175 -26%
MFA
760
Mayflower Financial Advisors
Massachusetts
$231K +$231K +494 New
S
761
SignatureFD
Georgia
$231K -$82.3K -176 -26%
BB
762
Berkshire Bank
Massachusetts
$230K +$230K +492 New
FWA
763
FSM Wealth Advisors
Ohio
$229K +$229K +481 New
O3W
764
Omni 360 Wealth
New Jersey
$228K +$228K +487 New
CC
765
Courier Capital
New York
$226K +$226K +484 New
MIM
766
Morningstar Investment Management
Illinois
$225K +$225K +480 New
1WA
767
180 Wealth Advisors
Washington
$225K +$225K +480 New
JWM
768
Jessup Wealth Management
Ohio
$224K +$224K +480 New
MWM
769
Mission Wealth Management
California
$224K +$224K +479 New
PWA
770
Prairie Wealth Advisors
Nebraska
$220K +$220K +471 New
CPC
771
Congress Park Capital
New York
$220K -$398K -850 -64%
SYBT
772
Stock Yards Bank & Trust
Kentucky
$219K +$219K +469 New
PAG
773
Poinciana Advisors Group
Florida
$219K -$56.1K -120 -20%
FPGT
774
Financial Partners Group (Tennessee)
Tennessee
$219K +$219K +468 New
JC
775
JB Capital
Connecticut
$216K -$3.59M -7,676 -94%
29 30
31
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