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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
IAIM
801
International Assets Investment Management
Florida
$283K
PAG
802
Poinciana Advisors Group
Florida
$281K
FNT
803
First Nebraska Trust
Nebraska
$281K
CRC
804
Curi RMB Capital
Illinois
$280K
EB
805
Eastern Bank
Massachusetts
$278K
MWM
806
Mission Wealth Management
California
$277K
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$276K
GWM
808
GSB Wealth Management
Connecticut
$276K
SYBT
809
Stock Yards Bank & Trust
Kentucky
$276K
PFS
810
Prospera Financial Services
Texas
$273K
SWP
811
Sagespring Wealth Partners
Tennessee
$272K
BBHC
812
Brown Brothers Harriman & Co
New York
$271K
WFA
813
Wellspring Financial Advisors
Ohio
$269K
FCM
814
Frontier Capital Management
Massachusetts
$267K
CC
815
Courier Capital
New York
$267K
SAM
816
Smartleaf Asset Management
Massachusetts
$266K
CI
817
Cigna Investments
Connecticut
$265K
Lazard Asset Management
818
Lazard Asset Management
New York
$265K
CI
819
CX Institutional
Indiana
$263K
ACM
820
Alta Capital Management
Utah
$261K
ACS
821
Archford Capital Strategies
Illinois
$261K
M1FG
822
Mach-1 Financial Group
Arkansas
$260K
STS
823
SG Trading Solutions
Utah
$257K
CTC
824
Central Trust Company
Missouri
$257K
USCWA
825
U.S. Capital Wealth Advisors
Texas
$255K