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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
CIA
826
Choate Investment Advisors
Massachusetts
$206K +$193K +377 New
CGL
827
Clarius Group LLC
Washington
$205K +$192K +375 New
GPWM
828
Grant Private Wealth Management
California
$205K +$192K +375 New
CCG
829
Ceeto Capital Group
Florida
$205K
RGC
830
Roberts, Glore & Co
Illinois
$204K +$192K +374 New
AWM
831
Ariadne Wealth Management
California
$202K -$1.54K -3 -0.8%
MA
832
Modus Advisors
Minnesota
$202K +$190K +370 New
ILI
833
Invesco LLC (Illinois)
Illinois
$202K +$189K +369 New
FLPIM
834
F.L. Putnam Investment Management
Massachusetts
$201K +$188K +367 New
NWM
835
Northwest Wealth Management
Iowa
$200K +$188K +366 New
BC
836
Bayforest Capital
United Kingdom
$191K -$482K -941 -73%
AF
837
Advisornet Financial
Minnesota
$187K
GITFIT
838
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$186K -$15.4K -30 -8%
BBHC
839
Brown Brothers Harriman & Co
New York
$182K +$28.2K +55 +20%
OIAM
840
OFI Invest Asset Management
France
$174K -$512 -1 -0.3%
EDRH
841
Edmond de Rothschild Holding
Switzerland
$165K
TWD
842
True Wealth Design
Ohio
$155K +$24.6K +48 +20%
HI
843
Harbour Investments
Wisconsin
$155K -$24.1K -47 -14%
HFS
844
Hantz Financial Services
Michigan
$150K -$10.2K -20 -7%
LB
845
Legacy Bridge
Iowa
$145K
NRG
846
Nemes Rush Group
Michigan
$143K -$200K -390 -60%
NL
847
NKCFO LLC
Illinois
$142K +$133K +260 New
DFA
848
DHJJ Financial Advisors
Illinois
$142K -$21.5K -42 -14%
SNB
849
Security National Bank
Nebraska
$139K
BCM
850
Boreal Capital Management
Florida
$139K