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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
GRP
751
Global Retirement Partners
California
$359K
SWP
752
Stratos Wealth Partners
Ohio
$356K
PFT
753
Providence First Trust
Arizona
$354K
VF
754
Virtu Financial
New York
$353K
OWA
755
Octavia Wealth Advisors
Ohio
$353K
BWP
756
Balboa Wealth Partners
Arizona
$352K
TIA
757
Traphagen Investment Advisors
New Jersey
$351K
FSA
758
Fort Sheridan Advisors
Illinois
$347K
AWA
759
Arkadios Wealth Advisors
Georgia
$346K
S
760
SignatureFD
Georgia
$337K
WT
761
Whittier Trust
California
$336K
AF
762
Allworth Financial
California
$336K
RFN
763
RDA Financial Network
Iowa
$332K
OC
764
Oarsman Capital
Wisconsin
$331K
CWG
765
Cornerstone Wealth Group
North Carolina
$329K
AWM
766
Avaii Wealth Management
Wisconsin
$328K
WFI
767
West Family Investments
California
$327K
MAS
768
Meeder Advisory Services
Ohio
$327K
PA
769
ProCore Advisors
California
$326K
GSWM
770
Golden State Wealth Management
California
$325K
MFA
771
Mayflower Financial Advisors
Massachusetts
$321K
PP
772
Paladin Partners
Wisconsin
$321K
DAS
773
Diversify Advisory Services
Utah
$319K
WH
774
Wallace Hart
Kentucky
$318K
WWC
775
Waypoint Wealth Counsel
Georgia
$318K