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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 %
ADL
876
Asset Dedication LLC
California
$4.4K – – –
JGIA
877
Jackson Grant Investment Advisers
Connecticut
$4.4K – – –
CAC
878
Core Alternative Capital
Georgia
$4.4K – – –
TSMHT
879
Thurston Springer Miller Herd & Titak
Indiana
$4.4K +$4.4K +12 New
BGAI
880
Bruce G. Allen Investments
Colorado
$4.03K -$2.93K -8 -42%
PWMG
881
Private Wealth Management Group
New Jersey
$4.03K -$2.57K -7 -39%
FFA
882
Frazier Financial Advisors
Ohio
$4.03K – – –
PWA
883
Physician Wealth Advisors
Utah
$4.03K – – –
AS
884
Altshuler Shaham
Israel
$4.03K +$367 +1 +10%
MCI
885
MRP Capital Investments
Georgia
$3.67K – – –
AP
886
Aspect Partners
Virginia
$3.67K – – –
CTA
887
Colonial Trust Advisors
South Carolina
$3.3K – – –
S
888
Sachetta
Massachusetts
$3.3K – – –
RWS
889
Retirement Wealth Solutions
Wisconsin
$3.3K – – –
AWM
890
Abound Wealth Management
Tennessee
$3.3K +$2.57K +7 +350%
OAJ
891
Ogorek Anthony Joseph
New York
$3K – – –
SIC
892
SJS Investment Consulting
Ohio
$2.57K -$367 -1 -13%
BWL
893
Bogart Wealth LLC
Virginia
$2.57K – – –
BSB
894
Bangor Savings Bank
Maine
$2.57K – – –
GFPC
895
Global Financial Private Client
Florida
$2.57K +$733 +2 +40%
WA
896
Whipplewood Advisors
Colorado
$2.57K +$1.18K +6 +86%
WTC
897
WhitTier Trust Company
Nevada
$2.57K – – –
DPW
898
DiNuzzo Private Wealth
Pennsylvania
$2.2K – – –
HFM
899
Hartford Financial Management
Connecticut
$2.2K – – –
NL
900
NVWM LLC
Pennsylvania
$2.2K – – –
34 35
36
37 38