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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
TFA
1001
Transamerica Financial Advisors
Florida
$4.92K +$4.61K +9 New
AS
1002
Altshuler Shaham
Israel
$4.37K -$512 -1 -11%
TIM
1003
Tortoise Investment Management
New York
$4.37K +$1.54K +3 +60%
VNA
1004
Valley National Advisers
Pennsylvania
$4K +$4.1K +8 New
ME
1005
McIlrath & Eck
Washington
$3.83K -$6.15K -12 -63%
BSB
1006
Bangor Savings Bank
Maine
$3.83K
CTB
1007
Country Trust Bank
Illinois
$3.28K
FPF
1008
First Pacific Financial
Washington
$3.28K
HFM
1009
Hartford Financial Management
Connecticut
$3.28K
NL
1010
NVWM LLC
Pennsylvania
$3.28K
S
1011
Sachetta
Massachusetts
$3.28K
CMA
1012
Cedar Mountain Advisors
Oregon
$3.28K +$3.07K +6 New
VH
1013
Visionary Horizons
Tennessee
$3.28K +$3.07K +6 New
WWA
1014
Wealth Watch Advisors
Colorado
$3.28K +$3.07K +6 New
AW
1015
Avion Wealth
Texas
$3K
DPW
1016
DiNuzzo Private Wealth
Pennsylvania
$2.96K
OIA
1017
Optimum Investment Advisors
Illinois
$2.73K -$102K -200 -98%
LWMI
1018
Legacy Wealth Management (Idaho)
Idaho
$2.73K
MBFW
1019
Morton Brown Family Wealth
Pennsylvania
$2.73K
NC
1020
North Capital
Utah
$2.73K
BI
1021
Binnacle Investments
Iowa
$2.73K +$1.54K +3 +150%
MAM
1022
Marquette Asset Management
Minnesota
$2.73K +$2.56K +5 New
FMB
1023
Field & Main Bank
Kentucky
$2.73K
BHWM
1024
Bay Harbor Wealth Management
Maryland
$2.73K +$1.02K +2 +67%
CWP
1025
Clark Wealth Partners
Illinois
$2.42K