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Ulta Beauty
ULTA

Overview Fund Activity

936 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-48
Holders Change %
-4.88%
% of All Funds
12.71%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
96
Increased
342
Reduced
362
Closed
124
Calls
$1.38B
Puts
$807M
Net Calls
+$576M
Net Calls Change
+$448M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$436M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$252M
3
Franklin Resources
Franklin Resources
California
+$188M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$151M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$134M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$431M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$167M
3
PC
PointState Capital
New York
-$160M
4
State Street
State Street
Massachusetts
-$125M
5
Millennium Management
Millennium Management
New York
-$79.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WSFS
751
Wilmington Savings Fund Society
Delaware
$81K -$10.6K -29 -12%
MAM
752
Meeder Asset Management
Ohio
$80.6K -$427K -1,166 -84%
ZBNA
753
Zions Bancorporation, National Association
Utah
$76.6K +$76.6K +209 New
OIA
754
Optimum Investment Advisors
Illinois
$75.1K – – –
QC
755
Quent Capital
New York
$74K +$1.83K +5 +3%
AIC
756
Archer Investment Corporation
Indiana
$73.3K – – –
F1I
757
Fund 1 Investments
Puerto Rico
$73.3K +$73.3K +200 New
AIM
758
Anchor Investment Management
South Carolina
$72.6K +$18.3K +50 +34%
ST
759
Smithfield Trust
Pennsylvania
$70K – – –
PSFG
760
Park Square Financial Group
Georgia
$69.3K -$34.5K -94 -33%
SS
761
SBI Securities
Japan
$69.3K -$4.77K -13 -6%
AAP
762
Arax Advisory Partners
Colorado
$67.1K +$8.43K +23 +14%
Bank Julius Baer & Co
763
Bank Julius Baer & Co
Switzerland
$64.1K -$5.79K -14 -8%
FHA
764
First Horizon Advisors
Tennessee
$63.8K +$367 +1 +0.6%
BIG
765
Brooklyn Investment Group
New York
$63K +$5.13K +14 +9%
BCWM
766
Bartlett & Co Wealth Management
Ohio
$58.6K +$20.2K +55 +52%
SAM
767
Smartleaf Asset Management
Massachusetts
$56.4K -$3.24K -9 -5%
MHR
768
Matthew Hamilton Rosenberg
$55.7K – – –
MCM
769
Manchester Capital Management
Vermont
$55.1K -$4.41K -12 -7%
LWANC
770
Laurel Wealth Advisors (North Carolina)
North Carolina
$55K +$36.7K +100 +200%
BBHC
771
Brown Brothers Harriman & Co
New York
$54.6K -$4.03K -11 -7%
BTI
772
Blue Trust Inc
Georgia
$54.2K +$18K +49 +49%
SW
773
SVB Wealth
Massachusetts
$53.1K +$53.1K +145 New
OP
774
ORG Partners
Indiana
$48.6K – – –
PTC
775
Private Trust Company
Ohio
$48K -$3.3K -9 -6%
29 30
31
32 33