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Ulta Beauty
ULTA

Overview Fund Activity

1,014 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, 328 increasing their positions, 366 reducing their positions, and 85 closing their positions.

Holders
1,014
Holders Change
+77
Holders Change %
+8.22%
% of All Funds
13.62%
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
328
Reduced
366
Closed
85
Calls
$549M
Puts
$659M
Net Calls
-$110M
Net Calls Change
-$686M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$259M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$235M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$575M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$135M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$223M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$40.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.9M
3
BlackRock
3
BlackRock
New York
$1.91B
4
Invesco
4
Invesco
Georgia
$294M
5
AM
5
Atreides Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
951
Activest Wealth Management
Florida
$5.15K 11 +9 +450%
RWS
952
Retirement Wealth Solutions
Wisconsin
$4.68K 10 +1 +11%
AP
953
Aspect Partners
Virginia
$4.68K 10 – –
HHMI
954
Howard Hughes Medical Institute
Maryland
$4.68K 10 +10 New
SIC
955
SJS Investment Consulting
Ohio
$4.21K 9 +2 +29%
AWM
956
Abound Wealth Management
Tennessee
$4.21K 9 – –
AS
957
Altshuler Shaham
Israel
$4.21K 9 -2 -18%
CTA
958
Colonial Trust Advisors
South Carolina
$4.21K 9 – –
BWL
959
Bogart Wealth LLC
Virginia
$4.21K 9 +2 +29%
TIM
960
Total Investment Management
Arizona
$4.21K 9 +9 New
WB
961
Webster Bank
Connecticut
$4.21K 9 +9 New
OAJ
962
Ogorek Anthony Joseph
New York
$4K 10 – –
RS
963
Rakuten Securities
Japan
$3.74K 8 -78 -91%
CIAS
964
CBIZ Investment Advisory Services
Ohio
$3.74K 8 +7 +700%
TCM
965
Traub Capital Management
Massachusetts
$3.72K 8 +8 New
WA
966
Whipplewood Advisors
Colorado
$3.28K 7 -6 -46%
BSB
967
Bangor Savings Bank
Maine
$3.28K 7 – –
PP
968
PrairieView Partners
Minnesota
$3K 7 -11 -61%
AW
969
Avion Wealth
Texas
$3K 7 +4 +133%
S
970
Sachetta
Massachusetts
$2.81K 6 -3 -33%
CTB
971
Country Trust Bank
Illinois
$2.81K 6 – –
DPW
972
DiNuzzo Private Wealth
Pennsylvania
$2.81K 6 – –
HFM
973
Hartford Financial Management
Connecticut
$2.81K 6 – –
NL
974
NVWM LLC
Pennsylvania
$2.81K 6 – –
FPF
975
First Pacific Financial
Washington
$2.81K 6 – –
37 38
39
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