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Ulta Beauty

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: 1113 (+2)

15% more capital invested

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

3% more funds holding

Funds holding: 1,0331,061 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
HSA
801
HBK Sorce Advisory
Pennsylvania
$227K +$216K +421 New
TC
802
Truvestments Capital
Florida
$225K -$154K -301 -42%
FRA
803
Frank Rimerman Advisors
California
$225K +$211K +412 New
PEAK6
804
PEAK6
Illinois
$225K +$210K +409 +20,450%
LIM
805
Letson Investment Management
Georgia
$225K +$211K +411 New
AIP
806
Ameritas Investment Partners
Nebraska
$224K -$8.2K -16 -4%
PCH
807
PGIM Custom Harvest
New Jersey
$223K +$209K +408 New
DOA
808
D'Orazio & Associates
Virginia
$222K +$208K +406 New
CWG
809
Cornerstone Wealth Group
North Carolina
$220K +$206K +403 New
LSV Asset Management
810
LSV Asset Management
Illinois
$219K +$205K +400 New
PIA
811
Prakash Investment Advisors
Massachusetts
$219K -$307K -600 -60%
ACM
812
Alta Capital Management
Utah
$219K -$189K -368 -48%
CCM
813
Canal Capital Management
Virginia
$216K +$202K +395 New
TCA
814
Transcend Capital Advisors
New Jersey
$216K +$202K +395 New
FTWA
815
Fifth Third Wealth Advisors
Ohio
$215K +$201K +393 New
GKWIM
816
Gerber Kawasaki Wealth & Investment Management
California
$214K +$201K +392 New
TFGT
817
TS Financial Group (TSFG)
Illinois
$214K
BSI
818
Bennett Selby Investments
Maine
$213K +$199K +389 New
LS
819
Livforsakringsbolaget Skandia
Sweden
$211K
TCM
820
Traynor Capital Management
Pennsylvania
$209K +$196K +383 New
SAM
821
Smartleaf Asset Management
Massachusetts
$209K +$127K +248 +191%
SP
822
Symmetry Partners
Connecticut
$209K +$196K +382 New
HH
823
Hilltop Holdings
Texas
$208K +$195K +381 New
VFA
824
Valeo Financial Advisors
Indiana
$207K +$194K +379 New
SFG
825
Synergy Financial Group
California
$207K +$194K +378 New