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Ulta Beauty
ULTA

Overview Fund Activity

1,019 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, 330 increasing their positions, 369 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,019
Holders Change
+83
Holders Change %
+8.87%
% of All Funds
13.66%
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
330
Reduced
369
Closed
85
Calls
$737M
Puts
$957M
Net Calls
-$220M
Net Calls Change
-$796M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$205M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$148M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$135M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$96.6M
5
Millennium Management
Millennium Management
New York
+$90.8M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$218M
2
Citadel Advisors
Citadel Advisors
Florida
-$202M
3
BlackRock
BlackRock
New York
-$165M
4
Invesco
Invesco
Georgia
-$86.4M
5
AM
Atreides Management
Massachusetts
-$79.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
976
DiNuzzo Private Wealth
Pennsylvania
$2.81K – – –
HFM
977
Hartford Financial Management
Connecticut
$2.81K – – –
FPF
978
First Pacific Financial
Washington
$2.81K – – –
CTB
979
Country Trust Bank
Illinois
$2.81K – – –
NL
980
NVWM LLC
Pennsylvania
$2.81K – – –
GC
981
GFG Capital
Florida
$2.81K +$2.81K +6 New
SC
982
Stephens Consulting
Michigan
$2.81K +$2.81K +6 New
Kayne Anderson Rudnick Investment Management
983
Kayne Anderson Rudnick Investment Management
California
$2.56K +$2.56K +5 New
LWMI
984
Legacy Wealth Management (Idaho)
Idaho
$2.34K – – –
LIS
985
Legacy Investment Solutions
Idaho
$2.34K +$2.34K +5 New
MBFW
986
Morton Brown Family Wealth
Pennsylvania
$2.34K – – –
FMB
987
Field & Main Bank
Kentucky
$2.34K – – –
NC
988
North Capital
Utah
$2.34K – – –
TIM
989
Tortoise Investment Management
New York
$2.34K +$1.4K +3 +150%
HFS
990
Hughes Financial Services
Virginia
$2.07K – – –
WCM
991
Winthrop Capital Management
Indiana
$2K – – –
PB
992
Pinnacle Bancorp
Nebraska
$1.87K – – –
RF
993
Rossby Financial
Florida
$1.87K +$1.87K +4 New
HIA
994
HFM Investment Advisors
New Jersey
$1.87K +$1.87K +4 New
GWM
995
Gitterman Wealth Management
New Jersey
$1.87K +$1.87K +4 New
KIM
996
Kestra Investment Management
Texas
$1.83K – – –
NWM
997
Nova Wealth Management
Florida
$1.54K +$1.54K +3 New
WCM
998
WealthTrak Capital Management
Virginia
$1.4K +$936 +2 +200%
KG
999
Kilter Group
New York
$1.4K +$1.4K +3 New
PS
1000
PayPay Securities
Japan
$1.4K -$468 -1 -25%
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