Ulta Beauty
ULTA
952 hedge funds and large institutions have $15.6B invested in Ulta Beauty in 2025 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 349 increasing their positions, 366 reducing their positions, and 125 closing their positions.
71% more call options, than puts
Call options by funds: $1.38B | Put options by funds: $807M
1.94% more ownership
Funds ownership: 89.89% → 91.82% (+1.9%)
5% less repeat investments, than reductions
Existing positions increased: 349 | Existing positions reduced: 366
5% less funds holding
Funds holding: 998 → 952 (-46)
14% less capital invested
Capital invested by funds: $18.1B → $15.6B (-$2.48B)
23% less first-time investments, than exits
New positions opened: 96 | Existing positions closed: 125
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sanders Capital
West Palm Beach,
Florida
|
+$454M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$262M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$195M |
| 4 |
JP Morgan Chase
New York
|
+$157M |
| 5 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$140M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$431M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$174M |
| 3 |
PC
PointState Capital
New York
|
-$160M |
| 4 |
State Street
Boston,
Massachusetts
|
-$130M |
| 5 |
Millennium Management
New York
|
-$83M |
ULTA Hedge Fund Activity: Q1 2025 in Review
952 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q1 2025, worth a combined $15.6B — down 14% from $18.1B a quarter earlier.
Sellers outnumbered buyers: 125 funds closed out of ULTA and 96 opened new positions — a net loss of 29 holders — while 366 trimmed existing stakes and 349 added.
The largest buyer was Sanders Capital, opening a new position worth an estimated $454M. The largest seller was Capital World Investors, exiting entirely with an estimated $431M sold.
- 952 institutional investors held Ulta Beauty (ULTA) as of Q1 2025, down from 998 in Q4 2024.
- Funds reported $15.6B of Ulta Beauty stock for Q1 2025, down 14% quarter-over-quarter.
- 96 funds opened new Ulta Beauty positions in Q1 2025 and 125 closed out, a net change of -29 holders.
- The largest Ulta Beauty buyer in Q1 2025 was Sanders Capital, an estimated $454M added.
- The largest Ulta Beauty seller in Q1 2025 was Capital World Investors, an estimated $431M sold.
Based on aggregated 13F filings for Q1 2025.