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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
WANY
851
Wealthspire Advisors (New York)
New York
$233K
MCM
852
Marathon Capital Management
Maryland
$231K
TCM
853
Traynor Capital Management
Pennsylvania
$230K
CGL
854
Clarius Group LLC
Washington
$230K
SW
855
SteelPeak Wealth
California
$230K
SFG
856
Synergy Financial Group
California
$229K
VCA
857
Verdence Capital Advisors
Maryland
$229K
IP
858
Isthmus Partners
Wisconsin
$228K
CIA
859
Choate Investment Advisors
Massachusetts
$228K
CCG
860
Ceeto Capital Group
Florida
$227K
NEI
861
Northwest & Ethical Investments
Ontario, Canada
$227K
GPWM
862
Grant Private Wealth Management
California
$227K
SMA
863
Sage Mountain Advisors
Georgia
$225K
VFA
864
Valeo Financial Advisors
Indiana
$224K
JSC
865
Jackson Square Capital
California
$224K
ILI
866
Invesco LLC (Illinois)
Illinois
$223K
AC
867
AlphaCore Capital
California
$223K
JF
868
Jump Financial
Illinois
$223K
FLPIM
869
F.L. Putnam Investment Management
Massachusetts
$222K
NWM
870
Northwest Wealth Management
Iowa
$221K
MFGM
871
Marshall Financial Group (Maryland)
Maryland
$221K
SP
872
Symmetry Partners
Connecticut
$220K
EA
873
Everpar Advisors
Oklahoma
$219K
JWBC
874
J.W. Burns & Co
New York
$215K
BCM
875
Boreal Capital Management
Florida
$214K