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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
BCWM
901
Bartlett & Co Wealth Management
Ohio
$46.5K -$43.6K -85 -50%
ANBT
902
American National Bank & Trust
Texas
$45.9K -$1.54K -3 -3%
SS
903
Sunbelt Securities
Texas
$44.3K +$1.02K +2 +3%
SIS
904
Strategic Investment Solutions
Illinois
$43.2K -$14.3K -28 -26%
T
905
TOBAM
France
$43K +$40K +78 New
CT
906
Clearstead Trust
Maine
$42.6K -$9.74K -19 -20%
SSG
907
Summit Securities Group
New York
$42.1K +$23.6K +46 +148%
TPCW
908
TD Private Client Wealth
New York
$41K +$512 +1 +1%
HWM
909
Hemington Wealth Management
Virginia
$39K +$2.56K +5 +7%
CSPIA
910
Cary Street Partners Investment Advisory
Virginia
$37.9K +$7.69K +15 +28%
GKIM
911
GW&K Investment Management
Massachusetts
$36K +$512 +1 +2%
CH
912
Cromwell Holdings
Wyoming
$35K
PWMG
913
Prestige Wealth Management Group
New Jersey
$33.9K
CFG
914
Chapman Financial Group
Hawaii
$32.8K -$433K -845 -93%
PPC
915
Park Place Capital
Alabama
$32.8K
AAG
916
Armstrong Advisory Group
Massachusetts
$32.3K -$15.9K -31 -34%
ACM
917
Anfield Capital Management
California
$31.7K
BF
918
BOK Financial
Oklahoma
$31.2K +$29.2K +57 New
CA
919
CoreCap Advisors
Michigan
$30.6K -$547K -1,067 -95%
AFWM
920
Abich Financial Wealth Management
Virginia
$30.6K +$28.7K +56 New
GFWA
921
Grey Fox Wealth Advisors
Delaware
$30.6K +$28.7K +56 New
ABWM
922
Alpine Bank Wealth Management
Colorado
$29.5K
SC
923
Skylands Capital
Wisconsin
$27.3K -$25.6K -50 -50%
AWM
924
Ameliora Wealth Management
Switzerland
$27.3K
NSG
925
Nalls Sherbakoff Group
Tennessee
$27.3K