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Ulta Beauty

1,019 hedge funds and large institutions have $19.9B invested in Ulta Beauty in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 330 increasing their positions, 369 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+82
Holders Change %
+8.75%
% of All Funds
13.67%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
183
Increased
330
Reduced
369
Closed
86
Calls
$737M
Puts
$957M
Net Calls
-$220M
Net Calls Change
-$796M
Name Holding Trade Value Shares
Change
Shares
Change %
MAS
851
MPWM Advisory Solutions
Georgia
$56.1K -$468 -1 -0.8%
SIS
852
Sound Income Strategies
Florida
$56.1K +$28.5K +61 +103%
GM
853
GeoWealth Management
Illinois
$54.7K +$9.82K +21 +22%
PFBT
854
Parkside Financial Bank & Trust
Missouri
$54.3K +$27.1K +58 +100%
FUBT
855
First United Bank & Trust
Maryland
$53.8K +$7.02K +15 +15%
MAWAG
856
Mid-American Wealth Advisory Group
Missouri
$52.4K +$52.4K +112 New
WIM
857
Westside Investment Management
California
$51.5K
NS
858
NBC Securities
Alabama
$51K +$3.25K +7 +7%
SIS
859
Strategic Investment Solutions
Illinois
$50.1K -$63.6K -136 -56%
DWM
860
Darwin Wealth Management
Florida
$50.1K
LFG
861
Larson Financial Group
Missouri
$47.2K -$935 -2 -2%
SC
862
Skylands Capital
Wisconsin
$46.8K -$2.44M -5,225 -98%
TCM
863
TruNorth Capital Management
Michigan
$46.8K -$83.7K -179 -64%
CAM
864
Costello Asset Management
Pennsylvania
$46.8K
SWP
865
Strategic Wealth Partners
Ohio
$46.8K +$46.8K +100 New
MIM
866
MTM Investment Management
South Carolina
$46.8K +$46.8K +100 New
RA
867
Ransom Advisory
Rhode Island
$45.8K
CT
868
Clearstead Trust
Maine
$45.4K -$2.81K -6 -6%
NSIM
869
North Star Investment Management
Illinois
$44.9K
ZBNA
870
Zions Bancorporation, National Association
Utah
$42.6K -$55.2K -118 -56%
TCOV
871
Trust Company of Vermont
Vermont
$42.6K -$5.61K -12 -12%
AAG
872
Armstrong Advisory Group
Massachusetts
$42.1K -$54.3K -116 -56%
PTC
873
Private Trust Company
Ohio
$42.1K -$19.2K -41 -31%
ANBT
874
American National Bank & Trust
Texas
$40.7K +$3.74K +8 +10%
AGWCA
875
Annis Gardner Whiting Capital Advisors
Florida
$35.6K