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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
RA
951
Rise Advisors
New York
$17.5K +$512 +1 +3%
LI
952
LRI Investments
Florida
$16.4K
CC
953
Corsicana & Co
Texas
$16.4K +$15.4K +30 New
OCM
954
Osterweis Capital Management
California
$16.4K +$15.4K +30 New
CFD
955
Creative Financial Designs
Indiana
$15.9K -$163K -319 -92%
AP
956
Atwood & Palmer
Missouri
$15.3K
CAL
957
Capital Advisors Ltd
Ohio
$15K
AA
958
Addison Advisors
Vermont
$14.8K
PMFA
959
Plante Moran Financial Advisors
Michigan
$14.8K
NFSG
960
Newbridge Financial Services Group
Florida
$14.2K -$25.6K -50 -66%
AF
961
Alerus Financial
North Dakota
$13.7K
ACA
962
American Capital Advisory
Idaho
$13.7K
MWA
963
Medallion Wealth Advisors
Connecticut
$13.7K
ACM
964
Aster Capital Management
United Arab Emirates
$13.1K -$203K -397 -94%
MAM
965
Meeder Asset Management
Ohio
$13.1K -$512 -1 -4%
PC
966
Pier Capital
Connecticut
$13.1K
PWA
967
Physician Wealth Advisors
Utah
$13.1K +$3.59K +7 +41%
FMP
968
Financial Management Professionals
Texas
$12.6K
KFI
969
Key Financial Inc
Pennsylvania
$11.1K +$512 +1 +5%
BAM
970
Byrne Asset Management
New Jersey
$10.9K +$10.2K +20 New
BLC
971
Brown, Lisle/Cummings
Rhode Island
$10.8K
DJSG
972
D.J. St. Germain
Massachusetts
$9.84K
PWMG
973
Private Wealth Management Group
New Jersey
$9.29K
FFO
974
Fortitude Family Office
Arizona
$9.29K +$512 +1 +6%
DI
975
DAGCO Inc
Ohio
$8.75K