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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
TC
876
Truvestments Capital
Florida
$212K
AF
877
Advisornet Financial
Minnesota
$211K
PWA
878
Pitcairn Wealth Advisors
Pennsylvania
$207K
CA
879
Commerzbank Aktiengesellschaft
Germany
$206K
DADC
880
D.A. Davidson & Co
Montana
$206K
BIG
881
Brookwood Investment Group
Arizona
$205K
ZBNA
882
Zions Bancorporation, National Association
Utah
$204K
SMA
883
Seven Mile Advisory
New Jersey
$203K
WA
884
Waddell & Associates
Tennessee
$203K
JCFM
885
JBR Co Financial Management
Oklahoma
$203K
PP
886
PDS Planning
Ohio
$203K
SRL
887
Scientech Research LLC
New Jersey
$202K
HCM
888
Howard Capital Management
Georgia
$201K
JIC
889
Joel Isaacson & Co
New York
$201K
AA
890
Advisory Alpha
Michigan
$201K
GITFIT
891
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$182K
TWD
892
True Wealth Design
Ohio
$166K
VCMGDR
893
Vinland Capital Management Gestora de Recursos
Brazil
$163K
LB
894
Legacy Bridge
Iowa
$160K
MPWT
895
MassMutual Private Wealth & Trust
Connecticut
$160K
CAM
896
Costello Asset Management
Pennsylvania
$158K
PL
897
PeakShares LLC
Florida
$158K
NL
898
NKCFO LLC
Illinois
$157K
DFA
899
DHJJ Financial Advisors
Illinois
$155K
AssetMark Inc
900
AssetMark Inc
California
$155K