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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
AWM
826
Ariadne Wealth Management
California
$254K
DOA
827
D'Orazio & Associates
Virginia
$252K
FRA
828
Frank Rimerman Advisors
California
$251K
WWM
829
Western Wealth Management
Colorado
$250K
LIM
830
Letson Investment Management
Georgia
$249K
AIP
831
Ameritas Investment Partners
Nebraska
$248K
PAM
832
Panagora Asset Management
Massachusetts
$247K
LFAS
833
Level Four Advisory Services
Texas
$247K
PCH
834
PGIM Custom Harvest
New Jersey
$247K
MMCM
835
Murphy & Mullick Capital Management
New York
$246K
OIAM
836
OFI Invest Asset Management
France
$246K
IWC
837
Integrated Wealth Concepts
Massachusetts
$244K
BM
838
Belfer Management
New York
$243K
XWL
839
XXI Wealth LLC
Illinois
$243K
PIA
840
Prakash Investment Advisors
Massachusetts
$242K
LSV Asset Management
841
LSV Asset Management
Illinois
$242K
KPPF
842
Klein Pavlis & Peasley Financial
California
$241K
FTWA
843
Fifth Third Wealth Advisors
Ohio
$241K
TCA
844
Transcend Capital Advisors
New Jersey
$240K
CCM
845
Canal Capital Management
Virginia
$239K
RGC
846
Roberts, Glore & Co
Illinois
$238K
GKWIM
847
Gerber Kawasaki Wealth & Investment Management
California
$238K
TFGT
848
TS Financial Group (TSFG)
Illinois
$237K
HH
849
Hilltop Holdings
Texas
$234K
LS
850
Livforsakringsbolaget Skandia
Sweden
$234K