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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
AIC
876
Archer Investment Corporation
Indiana
$68.3K -$12.8K -25 -17%
API
877
Asset Planning Inc
California
$67.3K
RFP
878
Root Financial Partners
California
$66.7K +$62.5K +122 New
PFBT
879
Parkside Financial Bank & Trust
Missouri
$66.2K +$2.56K +5 +4%
PE
880
Point72 Europe
United Kingdom
$64.3K +$60.5K +118 New
FUBT
881
First United Bank & Trust
Maryland
$62.9K
SS
882
SBI Securities
Japan
$61.2K -$25.6K -50 -31%
MG
883
Mather Group
Illinois
$60.7K +$56.9K +111 New
NS
884
NBC Securities
Alabama
$60.1K
DWM
885
Darwin Wealth Management
Florida
$58.5K
SIM
886
Sentry Investment Management
Wisconsin
$57K -$8.71K -17 -15%
BP
887
BNP Paribas
France
$55.8K -$66.6K -130 -56%
PFA
888
Pathway Financial Advisers
Indiana
$55.7K +$52.8K +103 New
WIM
889
Westside Investment Management
California
$54.7K -$5.12K -10 -9%
CAM
890
Costello Asset Management
Pennsylvania
$54.7K
MIM
891
MTM Investment Management
South Carolina
$54.7K
SWP
892
Strategic Wealth Partners
Ohio
$54.7K
TCM
893
TruNorth Capital Management
Michigan
$54.7K
RA
894
Ransom Advisory
Rhode Island
$53.6K
ZBNA
895
Zions Bancorporation, National Association
Utah
$53K +$3.07K +6 +7%
SIC
896
SJS Investment Consulting
Ohio
$53K +$45.1K +88 +978%
NSIM
897
North Star Investment Management
Illinois
$49.8K -$2.56K -5 -5%
TCOV
898
Trust Company of Vermont
Vermont
$49.2K -$512 -1 -1%
PTC
899
Private Trust Company
Ohio
$49.2K
FHC
900
First Horizon Corporation
Tennessee
$47.6K +$44.6K +87 New