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Ulta Beauty
ULTA

Overview Fund Activity

1,014 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, 328 increasing their positions, 366 reducing their positions, and 85 closing their positions.

Holders
1,014
Holders Change
+77
Holders Change %
+8.22%
% of All Funds
13.62%
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
328
Reduced
366
Closed
85
Calls
$549M
Puts
$659M
Net Calls
-$110M
Net Calls Change
-$686M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$259M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$235M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$575M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$135M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$223M

Top Sellers

1
Holocene Advisors
1
Holocene Advisors
New York
$40.4M
2
Citadel Advisors
2
Citadel Advisors
Florida
$71.9M
3
BlackRock
3
BlackRock
New York
$1.91B
4
Invesco
4
Invesco
Georgia
$294M
5
AM
5
Atreides Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SC
976
Stephens Consulting
Michigan
$2.81K 6 +6 New
GC
977
GFG Capital
Florida
$2.81K 6 +6 New
Kayne Anderson Rudnick Investment Management
978
Kayne Anderson Rudnick Investment Management
California
$2.56K 5 +5 New
LWMI
979
Legacy Wealth Management (Idaho)
Idaho
$2.34K 5 – –
LIS
980
Legacy Investment Solutions
Idaho
$2.34K 5 +5 New
FMB
981
Field & Main Bank
Kentucky
$2.34K 5 – –
NC
982
North Capital
Utah
$2.34K 5 – –
MBFW
983
Morton Brown Family Wealth
Pennsylvania
$2.34K 5 – –
TIM
984
Tortoise Investment Management
New York
$2.34K 5 +3 +150%
HFS
985
Hughes Financial Services
Virginia
$2.07K 4 – –
WCM
986
Winthrop Capital Management
Indiana
$2K 4 – –
PB
987
Pinnacle Bancorp
Nebraska
$1.87K 4 – –
HIA
988
HFM Investment Advisors
New Jersey
$1.87K 4 +4 New
RF
989
Rossby Financial
Florida
$1.87K 4 +4 New
GWM
990
Gitterman Wealth Management
New Jersey
$1.87K 4 +4 New
KIM
991
Kestra Investment Management
Texas
$1.83K 5 – –
NWM
992
Nova Wealth Management
Florida
$1.54K 3 +3 New
WCM
993
WealthTrak Capital Management
Virginia
$1.4K 3 +2 +200%
KG
994
Kilter Group
New York
$1.4K 3 +3 New
PS
995
PayPay Securities
Japan
$1.4K 3 -1 -25%
BCMLT
996
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.4K 3 – –
GBT
997
Grove Bank & Trust
Florida
$1.4K 3 – –
SO
998
Sierra Ocean
California
$1.4K 3 +1 +50%
BHWM
999
Bay Harbor Wealth Management
Maryland
$1.4K 3 +3 New
PEAK6
1000
PEAK6
Illinois
$1.01K 2 -3,118 -100%
38 39
40
41 42