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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 %
FPF
901
First Pacific Financial
Washington
$2.2K – – –
CTB
902
Country Trust Bank
Illinois
$2.2K – – –
KIM
903
Kestra Investment Management
Texas
$1.83K -$367 -1 -17%
MBFW
904
Morton Brown Family Wealth
Pennsylvania
$1.83K – – –
LWMI
905
Legacy Wealth Management (Idaho)
Idaho
$1.83K – – –
CIM
906
Contravisory Investment Management
Massachusetts
$1.83K – – –
NC
907
North Capital
Utah
$1.83K +$1.83K +5 New
FMB
908
Field & Main Bank
Kentucky
$1.83K – – –
PS
909
PayPay Securities
Japan
$1.78K – – –
HFS
910
Hughes Financial Services
Virginia
$1.5K +$1.5K +4 New
VWM
911
Valley Wealth Managers
New Jersey
$1.47K -$314K -857 -100%
PB
912
Pinnacle Bancorp
Nebraska
$1.47K -$5.13K -14 -78%
GBT
913
Grove Bank & Trust
Florida
$1.1K – – –
BCMLT
914
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.1K – – –
WCM
915
Winthrop Capital Management
Indiana
$1K – – –
AW
916
Avion Wealth
Texas
$1K – – –
CTWM
917
Cherry Tree Wealth Management
Minnesota
$734 – – –
PWA
918
Provenance Wealth Advisors
Florida
$733 – – –
TIM
919
Tortoise Investment Management
New York
$733 – – –
AWM
920
Activest Wealth Management
Florida
$733 – – –
SO
921
Sierra Ocean
California
$733 – – –
BI
922
Binnacle Investments
Iowa
$733 +$733 +2 New
FCAS
923
First Command Advisory Services
Texas
$733 +$733 +2 New
WW
924
Winnow Wealth
Texas
$507 +$254 +1 +100%
CWC
925
Carolinas Wealth Consulting
North Carolina
$367 -$367 -1 -50%
35 36
37
38 39