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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 %
BIA
901
Bell Investment Advisors
California
$18.7K +$8.42K +18 +82%
HC
902
Hoese & Co
Minnesota
$18.7K +$18.7K +40 New
A
903
AlphaQuest
New York
$18.2K +$2.81K +6 +18%
WA
904
WPG Advisers
Maryland
$16.8K -$468 -1 -3%
NC
905
NewSquare Capital
Pennsylvania
$16.8K +$7.95K +17 +89%
WTC
906
WhitTier Trust Company
Nevada
$16.8K +$13.6K +29 +414%
FMII
907
Farmers & Merchants Investments Inc
Nebraska
$16.4K -$468 -1 -3%
AA
908
Ancora Advisors
Ohio
$16.4K – – –
CT
909
Colonial Trust
South Carolina
$16.4K +$468 +1 +3%
MCM
910
MV Capital Management
Maryland
$15.9K -$468 -1 -3%
SFA
911
Semmax Financial Advisors
North Carolina
$15.4K – – –
PG
912
Proffitt & Goodson
Tennessee
$15.4K – – –
LC
913
Lavaca Capital
Texas
$15.4K – – –
RA
914
Rise Advisors
New York
$14.5K -$468 -1 -3%
SSG
915
Summit Securities Group
New York
$14.5K +$14.5K +31 New
LI
916
LRI Investments
Florida
$14K – – –
KWM
917
Kiker Wealth Management
Georgia
$14K +$14K +30 New
AP
918
Atwood & Palmer
Missouri
$13.1K – – –
CAL
919
Capital Advisors Ltd
Ohio
$13K +$963 +2 +8%
AA
920
Addison Advisors
Vermont
$12.6K – – –
PMFA
921
Plante Moran Financial Advisors
Michigan
$12.6K – – –
MAM
922
Meeder Asset Management
Ohio
$11.7K -$91.2K -195 -89%
BONH
923
Bank of New Hampshire
New Hampshire
$11.7K -$7.02K -15 -38%
ACA
924
American Capital Advisory
Idaho
$11.7K -$468 -1 -4%
AF
925
Alerus Financial
North Dakota
$11.7K +$11.7K +25 New
35 36
37
38 39