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Ulta Beauty
ULTA

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$235M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$575M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$135M
4
AQR Capital Management
AQR Capital Management
Connecticut
$223M
5
Millennium Management
Millennium Management
New York
$98.4M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
$40.4M
2
Citadel Advisors
Citadel Advisors
Florida
$71.9M
3
BlackRock
BlackRock
New York
$1.91B
4
Invesco
Invesco
Georgia
$294M
5
AM
Atreides Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
876
Newbridge Financial Services Group
Florida
$35.6K +$12.2K +26 +52%
TPCW
877
TD Private Client Wealth
New York
$34.6K -$21.5K -46 -38%
MYIA
878
Mount Yale Investment Advisors
Colorado
$34.6K +$34.6K +74 New
SS
879
Sunbelt Securities
Texas
$34.4K -$435 -1 -1%
HWM
880
Hemington Wealth Management
Virginia
$31K +$18.2K +40 +143%
AAF
881
Andra AP-fonden
Sweden
$30.4K -$55.7M -119,142 -100%
GKIM
882
GW&K Investment Management
Massachusetts
$30K +$10.3K +22 +52%
CH
883
Cromwell Holdings
Wyoming
$29.9K +$1.87K +4 +7%
PWMG
884
Prestige Wealth Management Group
New Jersey
$29K – – –
PPC
885
Park Place Capital
Alabama
$28.4K -$142K -300 -83%
JWA
886
JFS Wealth Advisors
Pennsylvania
$27.6K +$5.61K +12 +26%
ACM
887
Anfield Capital Management
California
$27.1K – – –
CSPIA
888
Cary Street Partners Investment Advisory
Virginia
$25.4K +$13.2K +28 +108%
ABWM
889
Alpine Bank Wealth Management
Colorado
$25.3K +$4.21K +9 +20%
TFIPS
890
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.4K – – –
C
891
Covestor
United Kingdom
$23K – – –
T
892
Tidemark
California
$22K +$1.87K +4 +9%
SHM
893
Sagard Holdings Management
Ontario, Canada
$21.5K +$21.5K +46 New
FDW
894
Fourth Dimension Wealth
Ohio
$21.1K – – –
HWA
895
HHM Wealth Advisors
Tennessee
$20.6K – – –
AWM
896
Ameliora Wealth Management
Switzerland
$20.6K -$20.6K -50 -50%
CIAM
897
Caitong International Asset Management
Hong Kong
$20.1K -$221K -472 -92%
VWWMG
898
Vermillion & White Wealth Management Group
Pennsylvania
$20.1K +$9.36K +20 +87%
TSMHT
899
Thurston Springer Miller Herd & Titak
Indiana
$19.6K +$14K +30 +250%
OCM
900
Orion Capital Management
California
$18.7K – – –
34 35
36
37 38