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Ulta Beauty
ULTA

1,061 hedge funds and large institutions have $23.1B invested in Ulta Beauty in 2025 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 356 increasing their positions, 392 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 95

18% more funds holding in top 10

Funds holding in top 10: 11 → 13 (+2)

15% more capital invested

Capital invested by funds: $20B → $23.1B (+$3.09B)

3% more funds holding

Funds holding: 1,033 → 1,061 (+28)

0.73% less ownership

Funds ownership: 95.02% → 94.29% (-0.73%)

9% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 392

14% less call options, than puts

Call options by funds: $815M | Put options by funds: $944M

Holders
1,061
Holders Change
+28
Holders Change %
+2.71%
% of All Funds
13.93%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
137
Increased
356
Reduced
392
Closed
95
Calls
$815M
Puts
$944M
Net Calls
-$130M
Net Calls Change
+$90.1M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
+$150M
2
Citadel Advisors
Citadel Advisors
Florida
+$134M
3
AAF
Andra AP-fonden
Sweden
+$117M
4
Invesco
Invesco
Georgia
+$108M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$108M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$196M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
3
CIP
Champlain Investment Partners
Vermont
-$109M
4
Marshall Wace
Marshall Wace
United Kingdom
-$103M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$91.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
776
Stock Yards Bank & Trust
Kentucky
$256K – – –
WRPWM
777
Werba Rubin Papier Wealth Management
California
$256K +$16.4K +32 +7%
CPRC
778
Consolidated Portfolio Review Corp
New York
$256K +$240K +468 New
PAG
779
Poinciana Advisors Group
Florida
$255K -$512 -1 -0.2%
CRC
780
Curi RMB Capital
Illinois
$255K +$6.15K +12 +3%
GWP
781
Gen-Wealth Partners
Michigan
$255K +$232K +452 +3,229%
BA
782
Bridgewater Associates
Connecticut
$254K -$29.8M -58,104 -99%
MFS
783
Mattson Financial Services
Michigan
$254K +$238K +465 New
PFS
784
Prospera Financial Services
Texas
$254K +$237K +463 New
WA
785
Waverly Advisors
Alabama
$253K +$3.07K +6 +1%
LFAS
786
Level Four Advisory Services
Texas
$251K +$10.8K +21 +5%
DAS
787
Diversify Advisory Services
Utah
$250K -$12.8K -25 -5%
GWM
788
GSB Wealth Management
Connecticut
$249K – – –
AGA
789
Accuvest Global Advisors
Utah
$249K +$233K +455 New
JWCA
790
J.W. Cole Advisors
Florida
$246K +$231K +450 New
WWM
791
Western Wealth Management
Colorado
$245K – – –
VT
792
Volterra Technologies
New York
$245K +$230K +448 New
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$244K +$229K +446 New
FCM
794
Frontier Capital Management
Massachusetts
$242K -$29.7K -58 -12%
CI
795
Cigna Investments
Connecticut
$240K -$7.17K -14 -3%
MFGM
796
Marshall Financial Group (Maryland)
Maryland
$237K -$5.12K -10 -2%
BM
797
Belfer Management
New York
$236K – – –
JG
798
Jain Global
New York
$235K -$3.32M -6,482 -94%
USCWA
799
U.S. Capital Wealth Advisors
Texas
$234K +$219K +428 New
CI
800
CX Institutional
Indiana
$229K -$3.07K -6 -1%
30 31
32
33 34

ULTA Hedge Fund Activity: Q3 2025 in Review

1,061 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q3 2025, worth a combined $23.1B — up 15% from $20B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new ULTA positions and 95 closed out — a net gain of 42 holders — while 356 added to existing stakes and 392 trimmed.

The largest buyer was Holocene Advisors, adding an estimated $150M. The largest seller was Balyasny Asset Management, cutting an estimated $196M.

  • 1,061 institutional investors held Ulta Beauty (ULTA) as of Q3 2025, up from 1,033 in Q2 2025.
  • Funds reported $23.1B of Ulta Beauty stock for Q3 2025, up 15% quarter-over-quarter.
  • 137 funds opened new Ulta Beauty positions in Q3 2025 and 95 closed out, a net change of +42 holders.
  • The largest Ulta Beauty buyer in Q3 2025 was Holocene Advisors, an estimated $150M added.
  • The largest Ulta Beauty seller in Q3 2025 was Balyasny Asset Management, an estimated $196M sold.

Based on aggregated 13F filings for Q3 2025.