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Ulta Beauty
ULTA

1,033 hedge funds and large institutions have $20B invested in Ulta Beauty in 2025 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 330 increasing their positions, 376 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 91

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

28% more capital invested

Capital invested by funds: $15.6B → $20B (+$4.38B)

9% more funds holding

Funds holding: 952 → 1,033 (+81)

3.19% more ownership

Funds ownership: 91.82% → 95.02% (+3.2%)

12% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 376

23% less call options, than puts

Call options by funds: $737M | Put options by funds: $957M

Holders
1,033
Holders Change
+81
Holders Change %
+8.51%
% of All Funds
13.6%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.14%
New
183
Increased
330
Reduced
376
Closed
91
Calls
$737M
Puts
$957M
Net Calls
-$220M
Net Calls Change
-$796M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$182M
2
JP Morgan Chase
JP Morgan Chase
New York
+$131M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$120M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$85.6M
5
Millennium Management
Millennium Management
New York
+$80.3M

Top Sellers

Rank Fund Capital Flow
1
Holocene Advisors
Holocene Advisors
New York
-$193M
2
Citadel Advisors
Citadel Advisors
Florida
-$179M
3
BlackRock
BlackRock
New York
-$146M
4
AM
Atreides Management
Massachusetts
-$79.7M
5
Invesco
Invesco
Georgia
-$76.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
951
TD Waterhouse Canada
Ontario, Canada
$8.04K +$2.07K +5 +42%
PWA
952
Physician Wealth Advisors
Utah
$7.95K +$2.48K +6 +55%
PWMG
953
Private Wealth Management Group
New Jersey
$7.95K +$2.48K +6 +55%
MCA
954
Maryland Capital Advisors
Maryland
$7.95K +$7.03K +17 New
PCFFS
955
Pacific Center for Financial Services
California
$7.49K – – –
DI
956
DAGCO Inc
Ohio
$7.49K – – –
FFO
957
Fortitude Family Office
Arizona
$7.49K +$6.62K +16 New
NEWAS
958
N.E.W. Advisory Services
Wisconsin
$7.02K – – –
RF
959
Robbins Farley
New Hampshire
$6.55K +$827 +2 +17%
GWP
960
Gen-Wealth Partners
Michigan
$6.55K – – –
SCA
961
Stuart Chaussee & Associates
California
$6.55K – – –
SWA
962
SOA Wealth Advisors
New York
$6.08K – – –
ADL
963
Asset Dedication LLC
California
$5.61K – – –
CAC
964
Core Alternative Capital
Georgia
$5.61K – – –
JGIA
965
Jackson Grant Investment Advisers
Connecticut
$5.61K – – –
PSB
966
Piscataqua Savings Bank
New Hampshire
$5.61K +$4.96K +12 New
FFA
967
Frazier Financial Advisors
Ohio
$5.15K – – –
AWM
968
Activest Wealth Management
Florida
$5.15K +$3.72K +9 +450%
RWS
969
Retirement Wealth Solutions
Wisconsin
$4.68K +$414 +1 +11%
AP
970
Aspect Partners
Virginia
$4.68K – – –
HHMI
971
Howard Hughes Medical Institute
Maryland
$4.68K +$4.13K +10 New
SIC
972
SJS Investment Consulting
Ohio
$4.21K +$827 +2 +29%
AWM
973
Abound Wealth Management
Tennessee
$4.21K – – –
AS
974
Altshuler Shaham
Israel
$4.21K -$827 -2 -18%
CTA
975
Colonial Trust Advisors
South Carolina
$4.21K – – –
37 38
39
40 41

ULTA Hedge Fund Activity: Q2 2025 in Review

1,033 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q2 2025, worth a combined $20B — up 28% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new ULTA positions and 91 closed out — a net gain of 92 holders — while 330 added to existing stakes and 376 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $182M. The largest seller was Holocene Advisors, cutting an estimated $193M.

  • 1,033 institutional investors held Ulta Beauty (ULTA) as of Q2 2025, up from 952 in Q1 2025.
  • Funds reported $20B of Ulta Beauty stock for Q2 2025, up 28% quarter-over-quarter.
  • 183 funds opened new Ulta Beauty positions in Q2 2025 and 91 closed out, a net change of +92 holders.
  • The largest Ulta Beauty buyer in Q2 2025 was Balyasny Asset Management, an estimated $182M added.
  • The largest Ulta Beauty seller in Q2 2025 was Holocene Advisors, an estimated $193M sold.

Based on aggregated 13F filings for Q2 2025.