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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 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+83
Holders Change %
+8.87%
% of All Funds
13.66%
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
85
Calls
$737M
Puts
$957M
Net Calls
-$220M
Net Calls Change
-$796M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$135M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$96.6M
5
Millennium Management
Millennium Management
New York
+$90.8M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$218M
2
Citadel Advisors
Citadel Advisors
Florida
-$202M
3
BlackRock
BlackRock
New York
-$165M
4
Invesco
Invesco
Georgia
-$86.4M
5
AM
Atreides Management
Massachusetts
-$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
951
Asset Dedication LLC
California
$5.61K – – –
JGIA
952
Jackson Grant Investment Advisers
Connecticut
$5.61K – – –
CAC
953
Core Alternative Capital
Georgia
$5.61K – – –
PSB
954
Piscataqua Savings Bank
New Hampshire
$5.61K +$5.61K +12 New
FFA
955
Frazier Financial Advisors
Ohio
$5.15K – – –
AWM
956
Activest Wealth Management
Florida
$5.15K +$4.21K +9 +450%
RWS
957
Retirement Wealth Solutions
Wisconsin
$4.68K +$468 +1 +11%
AP
958
Aspect Partners
Virginia
$4.68K – – –
HHMI
959
Howard Hughes Medical Institute
Maryland
$4.68K +$4.68K +10 New
SIC
960
SJS Investment Consulting
Ohio
$4.21K +$936 +2 +29%
AWM
961
Abound Wealth Management
Tennessee
$4.21K – – –
AS
962
Altshuler Shaham
Israel
$4.21K -$936 -2 -18%
CTA
963
Colonial Trust Advisors
South Carolina
$4.21K – – –
BWL
964
Bogart Wealth LLC
Virginia
$4.21K +$936 +2 +29%
WB
965
Webster Bank
Connecticut
$4.21K +$4.21K +9 New
TIM
966
Total Investment Management
Arizona
$4.21K +$4.21K +9 New
OAJ
967
Ogorek Anthony Joseph
New York
$4K – – –
RS
968
Rakuten Securities
Japan
$3.74K -$36.5K -78 -91%
CIAS
969
CBIZ Investment Advisory Services
Ohio
$3.74K +$3.28K +7 +700%
TCM
970
Traub Capital Management
Massachusetts
$3.72K +$3.72K +8 New
WA
971
Whipplewood Advisors
Colorado
$3.28K -$2.81K -6 -46%
BSB
972
Bangor Savings Bank
Maine
$3.28K – – –
PP
973
PrairieView Partners
Minnesota
$3K -$4.71K -11 -61%
AW
974
Avion Wealth
Texas
$3K +$1.71K +4 +133%
S
975
Sachetta
Massachusetts
$2.81K -$1.4K -3 -33%
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