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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
O
76
Ossiam
France
$44.8M -$238K -464 -0.6%
BIM
77
Bridges Investment Management
Nebraska
$44.2M -$712K -1,390 -2%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$41M +$37.1M +72,417 +2,893%
Allianz Asset Management
79
Allianz Asset Management
Germany
$40.6M +$34.5M +67,325 +979%
GAM
80
Gotham Asset Management
New York
$40M +$2.79M +5,445 +8%
LPL Financial
81
LPL Financial
California
$39.2M +$4.34M +8,466 +13%
HighTower Advisors
82
HighTower Advisors
Illinois
$39M -$10.6M -20,766 -23%
NAM
83
Nissay Asset Management
Japan
$38.9M -$4.99M -9,729 -12%
Prudential Financial
84
Prudential Financial
New Jersey
$38.4M -$27.6M -53,922 -43%
PAM
85
Panagora Asset Management
Massachusetts
$38.4M +$32.1M +62,600 +830%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$38.3M +$263K +514 +0.7%
BAMF
87
BI Asset Management Fondsmaeglerselskab
Denmark
$38.1M +$14.7M +28,776 +70%
MGCM
88
Mane Global Capital Management
New York
$36.6M -$30.6M -59,658 -47%
RG
89
Renaissance Group
Kentucky
$36.2M +$33.9M +66,187 New
Natixis Advisors
90
Natixis Advisors
Massachusetts
$36M +$9.84M +19,197 +41%
CIC
91
Carnegie Investment Counsel
Ohio
$35M +$219K +428 +0.7%
Raymond James Financial
92
Raymond James Financial
Florida
$34.9M -$282K -551 -0.9%
Primecap Management
93
Primecap Management
California
$33.9M -$256K -500 -0.8%
Adage Capital Partners
94
Adage Capital Partners
Massachusetts
$33.3M +$11.3M +22,100 +57%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$33.1M +$1.24M +2,413 +4%
AT
96
AMF Tjänstepension
Sweden
$32.9M +$30.8M +60,137 New
DB
97
Danske Bank
Denmark
$32.2M +$18.9M +36,817 +166%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$31.4M -$660K -1,288 -2%
Principal Financial Group
99
Principal Financial Group
Iowa
$30.3M -$10.2M -19,873 -26%
CAM
100
Claret Asset Management
Quebec, Canada
$29.5M -$299K -583 -1%