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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
PCFFS
976
Pacific Center for Financial Services
California
$8.75K
CPG
977
Cornerstone Planning Group
New Jersey
$8.53K +$298K +582 +3,233%
MAFA
978
MJT & Associates Financial Advisory
Minnesota
$8.2K -$2.05K -4 -21%
BONH
979
Bank of New Hampshire
New Hampshire
$8.2K -$5.12K -10 -40%
NEWAS
980
N.E.W. Advisory Services
Wisconsin
$8.2K
CIAS
981
CBIZ Investment Advisory Services
Ohio
$8.2K +$3.59K +7 +88%
GWSA
982
Global Wealth Strategies & Associates
Colorado
$7.66K -$5.12K -10 -42%
SCA
983
Stuart Chaussee & Associates
California
$7.66K
SWA
984
SOA Wealth Advisors
New York
$7.11K
ADL
985
Asset Dedication LLC
California
$6.56K
JGIA
986
Jackson Grant Investment Advisers
Connecticut
$6.56K
EWP
987
Elevation Wealth Partners
California
$6.56K +$6.15K +12 New
FFA
988
Frazier Financial Advisors
Ohio
$6.01K
RWS
989
Retirement Wealth Solutions
Wisconsin
$6.01K +$512 +1 +10%
AWM
990
Activest Wealth Management
Florida
$6.01K
HNB
991
Hilltop National Bank
Wyoming
$5.47K -$5.12K -10 -50%
AP
992
Aspect Partners
Virginia
$5.47K
HHMI
993
Howard Hughes Medical Institute
Maryland
$5.47K
BWL
994
Bogart Wealth LLC
Virginia
$5.47K +$512 +1 +11%
RS
995
Rakuten Securities
Japan
$5.47K +$1.02K +2 +25%
SL
996
Salomon & Ludwin
Virginia
$5.01K +$4.61K +9 New
OAJ
997
Ogorek Anthony Joseph
New York
$5K
CCM
998
Cloud Capital Management
Washington
$5K +$5.12K +10 New
AWM
999
Abound Wealth Management
Tennessee
$4.92K
CTA
1000
Colonial Trust Advisors
South Carolina
$4.92K