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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
CA
926
Crewe Advisors
Utah
$27.3K +$25.6K +50 New
TFIPS
927
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.3K
C
928
Covestor
United Kingdom
$26K -$512 -1 -2%
JWA
929
JFS Wealth Advisors
Pennsylvania
$25.7K -$6.15K -12 -20%
T
930
Tidemark
California
$25.7K
SHM
931
Sagard Holdings Management
Ontario, Canada
$25.2K
HCA
932
Harbor Capital Advisors
Illinois
$25K +$23.6K +46 New
FDW
933
Fourth Dimension Wealth
Ohio
$24.6K
WANY
934
Wealthspire Advisors (New York)
New York
$24.1K +$22.5K +44 New
NB
935
NBT Bank
New York
$24.1K +$22.5K +44 New
BIA
936
Bell Investment Advisors
California
$23K +$1.02K +2 +5%
HC
937
Hoese & Co
Minnesota
$21.9K
OCM
938
Orion Capital Management
California
$21.9K
VWWMG
939
Vermillion & White Wealth Management Group
Pennsylvania
$21.3K -$2.05K -4 -9%
HWA
940
HHM Wealth Advisors
Tennessee
$20.8K -$3.07K -6 -14%
TWC
941
TD Waterhouse Canada
Ontario, Canada
$20K +$9.74K +19 +112%
PG
942
Proffitt & Goodson
Tennessee
$19.1K +$1.02K +2 +6%
AA
943
Ancora Advisors
Ohio
$19.1K
CT
944
Colonial Trust
South Carolina
$19.1K
FMII
945
Farmers & Merchants Investments Inc
Nebraska
$19.1K
MCM
946
MV Capital Management
Maryland
$18.6K
WA
947
WPG Advisers
Maryland
$18K -$1.54K -3 -8%
LC
948
Lavaca Capital
Texas
$18K
WTC
949
WhitTier Trust Company
Nevada
$17.8K -$2.05K -4 -11%
RBI
950
Raiffeisen Bank International
Austria
$17.7K +$16.4K +32 New