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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 %
PA
776
PharVision Advisers
Florida
$216K +$216K +461 New
WC
777
Waterloo Capital
Texas
$215K +$215K +459 New
WA
778
Waverly Advisors
Alabama
$214K +$214K +457 New
DS
779
DRW Securities
Illinois
$214K +$214K +457 New
GWM
780
GSB Wealth Management
Connecticut
$213K +$213K +456 New
CRC
781
Curi RMB Capital
Illinois
$212K +$212K +454 New
CI
782
Cigna Investments
Connecticut
$212K +$212K +452 New
MFGM
783
Marshall Financial Group (Maryland)
Maryland
$211K +$211K +444 New
WWM
784
Western Wealth Management
Colorado
$210K +$210K +449 New
RL
785
Retireful LLC
Michigan
$209K +$209K +446 New
SFS
786
Sowell Financial Services
Arkansas
$209K +$209K +446 New
LFAS
787
Level Four Advisory Services
Texas
$205K +$205K +438 New
WRPWM
788
Werba Rubin Papier Wealth Management
California
$204K +$204K +436 New
AWM
789
Ariadne Wealth Management
California
$203K +$203K +382 New
BM
790
Belfer Management
New York
$202K +$202K +433 New
AIP
791
Ameritas Investment Partners
Nebraska
$199K -$7.49K -16 -4%
CI
792
CX Institutional
Indiana
$198K +$14.9K +32 +8%
ACM
793
Aster Capital Management
United Arab Emirates
$197K -$595K -1,271 -75%
AF
794
Allworth Financial
California
$196K +$76.7K +164 +65%
KOCAA
795
Knights of Columbus Asset Advisors
Connecticut
$192K – – –
TFGT
796
TS Financial Group (TSFG)
Illinois
$183K – – –
LS
797
Livforsakringsbolaget Skandia
Sweden
$181K – – –
QL
798
Quarry LP
New York
$177K +$177K +378 New
CCG
799
Ceeto Capital Group
Florida
$175K – – –
GITFIT
800
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$173K -$14K -30 -8%
30 31
32
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