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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 %
MSWM
851
Mowery & Schoenfeld Wealth Management
Illinois
$7.33K -$2.93K -8 -29%
RI
852
Ridgewood Investments
New Jersey
$7.33K – – –
KFI
853
Key Financial Inc
Pennsylvania
$6.96K – – –
ME
854
McIlrath & Eck
Washington
$6.96K – – –
BLC
855
Brown, Lisle/Cummings
Rhode Island
$6.96K +$1.47K +4 +27%
NC
856
NewSquare Capital
Pennsylvania
$6.96K +$6.23K +17 +850%
HCP
857
Hexagon Capital Partners
Arkansas
$6.6K -$2.93K -8 -31%
DJSG
858
D.J. St. Germain
Massachusetts
$6.6K – – –
TWD
859
True Wealth Design
Ohio
$6.6K +$733 +2 +13%
SCB
860
Saudi Central Bank
Saudi Arabia
$6.6K +$6.6K +18 New
BDPWM
861
Barnes Dennig Private Wealth Management
Ohio
$6.23K +$6.23K +17 New
PP
862
PrairieView Partners
Minnesota
$6K +$6K +18 New
PCFFS
863
Pacific Center for Financial Services
California
$5.87K – – –
DI
864
DAGCO Inc
Ohio
$5.87K +$5.87K +16 New
ECM
865
Estabrook Capital Management
New York
$5.5K – – –
FAM
866
Flaharty Asset Management
Florida
$5.5K +$5.5K +15 New
NEWAS
867
N.E.W. Advisory Services
Wisconsin
$5.5K +$5.5K +15 New
APF
868
Alaska Permanent Fund
Alaska
$5.14K – – –
GWP
869
Gen-Wealth Partners
Michigan
$5.13K -$3.3K -9 -39%
SCA
870
Stuart Chaussee & Associates
California
$5.13K – – –
FMP
871
Financial Management Professionals
Texas
$5.13K +$2.93K +8 +133%
DF
872
Dunhill Financial
United Kingdom
$4.77K -$367 -1 -7%
SWA
873
SOA Wealth Advisors
New York
$4.77K – – –
TWC
874
TD Waterhouse Canada
Ontario, Canada
$4.47K -$80.4K -216 -95%
ADL
875
Asset Dedication LLC
California
$4.4K – – –
33 34
35
36 37