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Ulta Beauty

1,118 hedge funds and large institutions have $25.7B invested in Ulta Beauty in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 353 increasing their positions, 401 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.25% more ownership

Funds ownership: 94.29%96.54% (+2.2%)

12% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 401

17% less call options, than puts

Call options by funds: $965M | Put options by funds: $1.16B

Holders
1,118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$965M
Puts
$1.16B
Net Calls
Net Calls Change

Top Sellers

1 -$198M
2 -$169M
3 -$124M
4
IP
Interval Partners
New York
-$95.5M
5
Morgan Stanley
Morgan Stanley
New York
-$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
951
Migdal Insurance & Financial Holdings
Israel
$55K
PTC
952
Private Trust Company
Ohio
$54.5K
BCWM
953
Bartlett & Co Wealth Management
Ohio
$51.4K
ANBT
954
American National Bank & Trust
Texas
$50.8K
RMC
955
Resources Management Corp
Connecticut
$50K
SS
956
Sunbelt Securities
Texas
$49K
Acadian Asset Management
957
Acadian Asset Management
Massachusetts
$47K
TPCW
958
TD Private Client Wealth
New York
$46.6K
FHA
959
Flagship Harbor Advisors
Massachusetts
$43.6K
CT
960
Clearstead Trust
Maine
$43K
PPC
961
Park Place Capital
Alabama
$41.1K
FHC
962
First Horizon Corporation
Tennessee
$40.5K
AA
963
Ancora Advisors
Ohio
$40.5K
SSG
964
Summit Securities Group
New York
$39.9K
GKIM
965
GW&K Investment Management
Massachusetts
$39K
CH
966
Cromwell Holdings
Wyoming
$38.7K
PWMG
967
Prestige Wealth Management Group
New Jersey
$37.5K
DE
968
DV Equities
Illinois
$37.5K
WSFS
969
Wilmington Savings Fund Society
Delaware
$36.9K
GWM
970
Greenline Wealth Management
Florida
$36.5K
CFG
971
Chapman Financial Group
Hawaii
$36.3K
JWA
972
JFS Wealth Advisors
Pennsylvania
$35.7K
ACM
973
Anfield Capital Management
California
$35.1K
VEA
974
Virtus ETF Advisers
New York
$33.3K
SGK
975
Steigerwald Gordon & Koch
Virginia
$32.1K