We are live on ! Find out more
ULTA icon

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
RF
1026
Rossby Financial
Florida
$2.22K
HIA
1027
HFM Investment Advisors
New Jersey
$2.19K
PB
1028
Pinnacle Bancorp
Nebraska
$2.19K
HFS
1029
Hughes Financial Services
Virginia
$2.07K
WCM
1030
Winthrop Capital Management
Indiana
$2K
TPBG
1031
Turning Point Benefit Group
Maryland
$1.67K +$1.54K +3 New
APW
1032
Aventura Private Wealth
Florida
$1.64K
GBT
1033
Grove Bank & Trust
Florida
$1.64K
GA
1034
Guerra Advisors
Florida
$1.64K +$1.54K +3 New
RF
1035
Robbins Farley
New Hampshire
$1.09K -$6.15K -12 -86%
KG
1036
Kilter Group
New York
$1.09K -$512 -1 -33%
BGAI
1037
Bruce G. Allen Investments
Colorado
$1.09K
RWM
1038
Rialto Wealth Management
New York
$1.09K
PWA
1039
Principia Wealth Advisory
Texas
$1.09K +$512 +1 +100%
AFG
1040
Albion Financial Group
Utah
$1.09K +$1.02K +2 New
FC
1041
Financial Consulate
Maryland
$1.09K +$1.02K +2 New
HWA
1042
Heartwood Wealth Advisors
Virginia
$1.09K +$1.02K +2 New
IWM
1043
IMG Wealth Management
Florida
$1.09K +$1.02K +2 New
JWM
1044
JPL Wealth Management
Colorado
$1.09K +$1.02K +2 New
SGK
1045
Steigerwald Gordon & Koch
Virginia
$1.09K +$1.02K +2 New
TCB
1046
Texas Capital Bancshares
Texas
$1.09K +$1.02K +2 New
UCB
1047
United Community Bank
South Carolina
$1.09K +$1.02K +2 New
WW
1048
Winnow Wealth
Texas
$1.09K +$1.02K +2 New
DF
1049
Dunhill Financial
United Kingdom
$1.08K +$512 +1 +100%
PS
1050
PayPay Securities
Japan
$985 -$512 -1 -33%