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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 %
UB
776
UMB Bank
Missouri
$46.6K +$9.53K +26 +26%
DWM
777
Darwin Wealth Management
Florida
$46.5K – – –
API
778
Asset Planning Inc
California
$45.1K – – –
MAS
779
MPWM Advisory Solutions
Georgia
$44.4K – – –
TPCW
780
TD Private Client Wealth
New York
$44K -$19.4K -53 -31%
CFB
781
Cullen/Frost Bankers
Texas
$44K -$18.3K -50 -29%
AWM
782
Ameliora Wealth Management
Switzerland
$43.5K – – –
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$43.3K +$11.4K +31 +36%
WIM
784
Westside Investment Management
California
$40.3K +$9.9K +27 +33%
CFO
785
CVA Family Office
Colorado
$40.3K +$14.7K +40 +57%
SIM
786
Sentry Investment Management
Wisconsin
$40K +$40K +117 New
TCOV
787
Trust Company of Vermont
Vermont
$37.8K -$15K -41 -28%
CT
788
Clearstead Trust
Maine
$37.8K – – –
LFG
789
Larson Financial Group
Missouri
$37.7K +$24.2K +66 +178%
NS
790
NBC Securities
Alabama
$37K +$37K +103 New
FUBT
791
First United Bank & Trust
Maryland
$36.7K – – –
FFWM
792
Future Financial Wealth Management
Ohio
$36.7K – – –
CAM
793
Costello Asset Management
Pennsylvania
$36.7K +$36.7K +100 New
RA
794
Ransom Advisory
Rhode Island
$35.9K +$35.9K +98 New
GM
795
GeoWealth Management
Illinois
$35.2K -$4.77K -13 -12%
NSIM
796
North Star Investment Management
Illinois
$35.2K +$14.7K +40 +71%
OC
797
Oakworth Capital
Alabama
$34.5K – – –
MG
798
Mather Group
Illinois
$31.8K -$23.4K -64 -42%
RS
799
Rakuten Securities
Japan
$31.5K +$21.6K +59 +219%
WF
800
Wayfinding Financial
Washington
$31K +$31K +84 New
30 31
32
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