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Ulta Beauty

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
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
801
Wilmington Savings Fund Society
Delaware
$168K +$65K +139 +63%
GRP
802
Global Retirement Partners
California
$166K +$166K +354 New
BIG
803
Brooklyn Investment Group
New York
$163K +$82.8K +177 +103%
CFD
804
Creative Financial Designs
Indiana
$163K
AF
805
Advisornet Financial
Minnesota
$160K -$11.2K -24 -7%
HI
806
Harbour Investments
Wisconsin
$154K +$7.95K +17 +5%
LWANC
807
Laurel Wealth Advisors (North Carolina)
North Carolina
$150K +$150K +70,023 +46,682%
OIAM
808
OFI Invest Asset Management
France
$149K +$9.57K +24 +7%
DFA
809
DHJJ Financial Advisors
Illinois
$141K -$11.2K -24 -7%
EDRH
810
Edmond de Rothschild Holding
Switzerland
$141K +$141K +301 New
HFS
811
Hantz Financial Services
Michigan
$138K -$2.34K -5 -2%
BBHC
812
Brown Brothers Harriman & Co
New York
$130K +$59.9K +128 +86%
LB
813
Legacy Bridge
Iowa
$124K -$14K -30 -10%
SNB
814
Security National Bank
Nebraska
$119K
BCM
815
Boreal Capital Management
Florida
$119K +$119K +254 New
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$114K +$58.5K +125 +106%
UB
817
UMB Bank
Missouri
$113K +$53.3K +114 +90%
TWD
818
True Wealth Design
Ohio
$110K +$102K +217 +1,206%
SIC
819
Salem Investment Counselors
North Carolina
$109K
BP
820
BNP Paribas
France
$109K -$436K -933 -80%
CI Investments Inc
821
CI Investments Inc
Ontario, Canada
$99K -$6.57K -14 -6%
IBOK
822
Independence Bank of Kentucky
Kentucky
$96.4K -$169K -362 -64%
OIA
823
Optimum Investment Advisors
Illinois
$95.9K
GWM
824
Geneos Wealth Management
Colorado
$94.5K -$171K -365 -64%
FHA
825
First Horizon Advisors
Tennessee
$89.9K +$8.42K +18 +10%