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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 %
SS
801
Sunbelt Securities
Texas
$29.3K +$367 +1 +1%
ANBT
802
American National Bank & Trust
Texas
$29K +$29K +79 New
AGWCA
803
Annis Gardner Whiting Capital Advisors
Florida
$27.9K -$11.4K -31 -29%
PWMG
804
Prestige Wealth Management Group
New Jersey
$22.7K – – –
CH
805
Cromwell Holdings
Wyoming
$22K +$733 +2 +3%
SIS
806
Sound Income Strategies
Florida
$21.6K – – –
PFBT
807
Parkside Financial Bank & Trust
Missouri
$21.3K -$15.8K -43 -43%
ACM
808
Anfield Capital Management
California
$21.3K – – –
NFSG
809
Newbridge Financial Services Group
Florida
$18.3K -$18.7K -51 -50%
RCA
810
Runnymede Capital Advisors
Ohio
$18.3K – – –
TFIPS
811
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18.3K – – –
C
812
Covestor
United Kingdom
$18K -$1.1K -3 -6%
JWA
813
JFS Wealth Advisors
Pennsylvania
$17.2K -$4.77K -13 -22%
GIS
814
Grayhawk Investment Strategies
Alberta, Canada
$16.9K – – –
FDW
815
Fourth Dimension Wealth
Ohio
$16.5K – – –
AssetMark Inc
816
AssetMark Inc
California
$16.5K +$367 +1 +2%
ABWM
817
Alpine Bank Wealth Management
Colorado
$16.5K +$16.5K +45 New
HWA
818
HHM Wealth Advisors
Tennessee
$16.1K -$1.1K -3 -6%
T
819
Tidemark
California
$15.8K – – –
GKIM
820
GW&K Investment Management
Massachusetts
$15K +$4.64K +13 +45%
BONH
821
Bank of New Hampshire
New Hampshire
$14.7K -$14.7K -40 -50%
OCM
822
Orion Capital Management
California
$14.7K – – –
WA
823
WPG Advisers
Maryland
$13.6K -$733 -2 -5%
FMII
824
Farmers & Merchants Investments Inc
Nebraska
$13.2K – – –
AA
825
Ancora Advisors
Ohio
$12.8K +$367 +1 +3%
31 32
33
34 35