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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
TAM
776
Trust Asset Management
Texas
$318K
CAG
777
Crestwood Advisors Group
Massachusetts
$316K
PPW
778
Parcion Private Wealth
Washington
$314K
MT
779
Midwest Trust
Kansas
$312K
WC
780
Waterloo Capital
Texas
$308K
SWA
781
SFMG Wealth Advisors
Texas
$307K
BFIM
782
Beese Fulmer Investment Management
Ohio
$307K
WRPWM
783
Werba Rubin Papier Wealth Management
California
$306K
IA
784
IFG Advisors
Missouri
$303K
CI
785
Corient IA
Florida
$303K
TC
786
TownSquare Capital
Utah
$302K
PCM
787
Park Capital Management
Wisconsin
$301K
SCA
788
Snowden Capital Advisors
New York
$299K
DWT
789
Dorsey & Whitney Trust
South Dakota
$299K
BB
790
Berkshire Bank
Massachusetts
$298K
CCA
791
Checchi Capital Advisers
California
$296K
FWA
792
FSM Wealth Advisors
Ohio
$296K
CIAS
793
Capital Investment Advisory Services
North Carolina
$294K
SIC
794
Salem Investment Counselors
North Carolina
$293K
BCM
795
Bayesian Capital Management
New York
$293K
HSA
796
HBK Sorce Advisory
Pennsylvania
$291K
GS
797
GWN Securities
Florida
$290K
ECM
798
Everence Capital Management
Indiana
$289K
JWM
799
Jessup Wealth Management
Ohio
$286K
PWA
800
Prairie Wealth Advisors
Nebraska
$284K