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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 %
PC
926
Pier Capital
Connecticut
$11.2K – – –
GWSA
927
Global Wealth Strategies & Associates
Colorado
$11.2K – – –
FMP
928
Financial Management Professionals
Texas
$10.8K +$4.21K +9 +64%
TPWA
929
Twin Peaks Wealth Advisors
California
$9.8K +$9.8K +19 New
RI
930
Ridgewood Investments
New Jersey
$9.36K – – –
HNB
931
Hilltop National Bank
Wyoming
$9.36K +$9.36K +20 New
BLC
932
Brown, Lisle/Cummings
Rhode Island
$9.25K +$462 +1 +5%
CPG
933
Cornerstone Planning Group
New Jersey
$9.18K -$3.57K -7 -28%
MAFA
934
MJT & Associates Financial Advisory
Minnesota
$8.89K -$1.4K -3 -14%
ME
935
McIlrath & Eck
Washington
$8.89K – – –
KFI
936
Key Financial Inc
Pennsylvania
$8.89K – – –
DJSG
937
D.J. St. Germain
Massachusetts
$8.42K – – –
TWC
938
TD Waterhouse Canada
Ontario, Canada
$8.04K +$2.36K +5 +42%
PWMG
939
Private Wealth Management Group
New Jersey
$7.95K +$2.81K +6 +55%
PWA
940
Physician Wealth Advisors
Utah
$7.95K +$2.81K +6 +55%
MCA
941
Maryland Capital Advisors
Maryland
$7.95K +$7.95K +17 New
PCFFS
942
Pacific Center for Financial Services
California
$7.49K – – –
DI
943
DAGCO Inc
Ohio
$7.49K – – –
FFO
944
Fortitude Family Office
Arizona
$7.49K +$7.49K +16 New
FAM
945
Flaharty Asset Management
Florida
$7.02K – – –
NEWAS
946
N.E.W. Advisory Services
Wisconsin
$7.02K – – –
RF
947
Robbins Farley
New Hampshire
$6.55K +$936 +2 +17%
GWP
948
Gen-Wealth Partners
Michigan
$6.55K – – –
SCA
949
Stuart Chaussee & Associates
California
$6.55K – – –
SWA
950
SOA Wealth Advisors
New York
$6.08K – – –
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