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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
NRG
901
Nemes Rush Group
Michigan
$155K
SNB
902
Security National Bank
Nebraska
$154K
UB
903
UMB Bank
Missouri
$145K
QC
904
Quent Capital
New York
$145K
BWA
905
Basecamp Wealth Advisors
Washington
$141K
HFS
906
Hantz Financial Services
Michigan
$139K
HI
907
Harbour Investments
Wisconsin
$137K
HPC
908
HM Payson & Co
Maine
$136K
MAM
909
Meeder Asset Management
Ohio
$132K
BC
910
Bayforest Capital
United Kingdom
$128K
IBOK
911
Independence Bank of Kentucky
Kentucky
$122K
LFG
912
Larson Financial Group
Missouri
$117K
TM
913
Torren Management
California
$115K
ST
914
Smithfield Trust
Pennsylvania
$114K
MA
915
Modus Advisors
Minnesota
$113K
PFBT
916
Parkside Financial Bank & Trust
Missouri
$112K
OP
917
ORG Partners
Indiana
$111K
HIM
918
Hillsdale Investment Management
Ontario, Canada
$107K
AGWCA
919
Annis Gardner Whiting Capital Advisors
Florida
$105K
CT
920
Caldwell Trust
Florida
$100K
GWM
921
Geneos Wealth Management
Colorado
$99.8K
SIS
922
Sound Income Strategies
Florida
$97.5K
PJC
923
Phillip James Consulting
Minnesota
$96K
MHR
924
Matthew Hamilton Rosenberg
$92K
BTI
925
Blue Trust Inc
Georgia
$90.8K