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Ulta Beauty

1,118 hedge funds and large institutions have $25.7B invested in Ulta Beauty in 2025 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 353 increasing their positions, 401 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.25% more ownership

Funds ownership: 94.29%96.54% (+2.2%)

12% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 401

17% less call options, than puts

Call options by funds: $965M | Put options by funds: $1.16B

Holders
1,118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$965M
Puts
$1.16B
Net Calls
Net Calls Change

Top Sellers

1 -$198M
2 -$169M
3 -$124M
4
IP
Interval Partners
New York
-$95.5M
5
Morgan Stanley
Morgan Stanley
New York
-$91.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WAG
1001
Wilkerson Advisory Group
Missouri
$20.6K
PG
1002
Proffitt & Goodson
Tennessee
$20K
LC
1003
Lavaca Capital
Texas
$20K
SR
1004
Swiss Re
Switzerland
$20K
RBI
1005
Raiffeisen Bank International
Austria
$19.4K
PWA
1006
Physician Wealth Advisors
Utah
$19.4K
BDPWM
1007
Barnes Dennig Private Wealth Management
Ohio
$19.4K
CC
1008
Corsicana & Co
Texas
$18.1K
LI
1009
LRI Investments
Florida
$18.1K
1CP
1010
1015 Capital Partners
Pennsylvania
$18.1K
AP
1011
Atwood & Palmer
Missouri
$16.9K
FAMI
1012
Fideuram Asset Management (Ireland)
$16.8K
SL
1013
Salomon & Ludwin
Virginia
$16.4K
MCM
1014
Manchester Capital Management
Vermont
$16.3K
PMFA
1015
Plante Moran Financial Advisors
Michigan
$16.3K
C
1016
Covestor
United Kingdom
$16K
SAG
1017
SageView Advisory Group
California
$15.1K
ACA
1018
American Capital Advisory
Idaho
$15.1K
AF
1019
Alerus Financial
North Dakota
$15.1K
MWA
1020
Medallion Wealth Advisors
Connecticut
$15.1K
FMP
1021
Financial Management Professionals
Texas
$13.9K
WA
1022
WPG Advisers
Maryland
$12.7K
KFI
1023
Key Financial Inc
Pennsylvania
$12.1K
BLC
1024
Brown, Lisle/Cummings
Rhode Island
$12K
TFA
1025
Transamerica Financial Advisors
Florida
$11.3K