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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
MPWT
851
MassMutual Private Wealth & Trust
Connecticut
$136K +$2.56K +5 +2%
AssetMark Inc
852
AssetMark Inc
California
$135K +$34.8K +68 +38%
PAS
853
Point72 Asia (Singapore)
Singapore
$134K -$4.01M -7,829 -97%
SIC
854
Salem Investment Counselors
North Carolina
$128K
UB
855
UMB Bank
Missouri
$125K -$6.15K -12 -5%
CI Investments Inc
856
CI Investments Inc
Ontario, Canada
$125K +$8.71K +17 +8%
HPC
857
HM Payson & Co
Maine
$123K
QC
858
Quent Capital
New York
$120K +$113K +220 New
SOW
859
State of Wyoming
Wyoming
$115K +$10.2K +20 +10%
IBOK
860
Independence Bank of Kentucky
Kentucky
$113K
AGWCA
861
Annis Gardner Whiting Capital Advisors
Florida
$111K +$65.1K +127 +167%
ST
862
Smithfield Trust
Pennsylvania
$102K
OL
863
OneFund LLC
Florida
$97K +$43K +84 +68%
OP
864
ORG Partners
Indiana
$96.2K +$11.8K +23 +15%
Bank Julius Baer & Co
865
Bank Julius Baer & Co
Switzerland
$95.8K
A
866
AlphaQuest
New York
$94.6K +$68.7K +134 +344%
CT
867
Caldwell Trust
Florida
$90.8K
GWM
868
Geneos Wealth Management
Colorado
$90.2K -$19K -37 -18%
BTI
869
Blue Trust Inc
Georgia
$83.1K -$14.3K -28 -16%
MHR
870
Matthew Hamilton Rosenberg
$83.1K
WSFS
871
Wilmington Savings Fund Society
Delaware
$73.3K -$116K -226 -63%
SIS
872
Sound Income Strategies
Florida
$73K +$5.12K +10 +8%
AIM
873
Anchor Investment Management
South Carolina
$71.1K
CFB
874
Cullen/Frost Bankers
Texas
$70.5K
CFO
875
CVA Family Office
Colorado
$68.9K +$512 +1 +0.8%