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Ulta Beauty
ULTA

Overview Fund Activity

937 hedge funds and large institutions have $15.3B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 342 increasing their positions, 362 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
-47
Holders Change %
-4.78%
% of All Funds
12.73%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
97
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 %
AA
826
Ancora Advisors
Ohio
$12.8K +$367 +1 +3%
MCM
827
MV Capital Management
Maryland
$12.8K +$1.83K +5 +17%
CT
828
Colonial Trust
South Carolina
$12.5K -$29.7K -81 -70%
SFA
829
Semmax Financial Advisors
North Carolina
$12.2K – – –
A
830
AlphaQuest
New York
$12.1K -$2.57K -7 -18%
LC
831
Lavaca Capital
Texas
$12.1K – – –
PG
832
Proffitt & Goodson
Tennessee
$12.1K – – –
RA
833
Rise Advisors
New York
$11.7K +$1.1K +3 +10%
PBK
834
Peoples Bank (Kansas)
Kansas
$11.4K +$11.4K +31 New
LI
835
LRI Investments
Florida
$11K – – –
AP
836
Atwood & Palmer
Missouri
$10.3K – – –
HWM
837
Hemington Wealth Management
Virginia
$10K -$1.43K -4 -13%
MA
838
Montag & Associates
Georgia
$9.9K – – –
PMFA
839
Plante Moran Financial Advisors
Michigan
$9.9K – – –
AA
840
Addison Advisors
Vermont
$9.9K +$9.9K +27 New
ACA
841
American Capital Advisory
Idaho
$9.53K +$367 +1 +4%
CSPIA
842
Cary Street Partners Investment Advisory
Virginia
$9.53K +$5.87K +16 +160%
CPG
843
Cornerstone Planning Group
New Jersey
$9.44K +$3.02K +8 +47%
CAL
844
Capital Advisors Ltd
Ohio
$9K +$720 +2 +9%
PC
845
Pier Capital
Connecticut
$8.8K – – –
GWSA
846
Global Wealth Strategies & Associates
Colorado
$8.8K – – –
VWWMG
847
Vermillion & White Wealth Management Group
Pennsylvania
$8.43K +$8.43K +23 New
BIA
848
Bell Investment Advisors
California
$8.06K +$1.1K +3 +16%
MAFA
849
MJT & Associates Financial Advisory
Minnesota
$8.06K +$8.06K +22 New
PA
850
PSI Advisors
Florida
$7.7K -$11K -30 -59%
32 33
34
35 36