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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
NL
1076
NVWM LLC
Pennsylvania
$3.63K
WWA
1077
Wealth Watch Advisors
Colorado
$3.63K
RF
1078
Rossby Financial
Florida
$3.63K
MCA
1079
McGuire Capital Advisors
Oklahoma
$3.63K
WTC
1080
WhitTier Trust Company
Nevada
$3.25K
LWMI
1081
Legacy Wealth Management (Idaho)
Idaho
$3.03K
FMB
1082
Field & Main Bank
Kentucky
$3.02K
MBFW
1083
Morton Brown Family Wealth
Pennsylvania
$3.02K
HFS
1084
Hughes Financial Services
Virginia
$3.02K
HHCP
1085
Hilton Head Capital Partners
South Carolina
$3.02K
TSMHT
1086
Thurston Springer Miller Herd & Titak
Indiana
$3.02K
HIA
1087
HFM Investment Advisors
New Jersey
$2.42K
RWM
1088
Rialto Wealth Management
New York
$2.42K
EF
1089
Entrust Financial
Pennsylvania
$2.42K
VWA
1090
Valued Wealth Advisors
Utah
$2.42K
CWP
1091
Clark Wealth Partners
Illinois
$2.42K
APW
1092
Aventura Private Wealth
Florida
$2.42K
CFM
1093
Cornerstone Financial Management
Massachusetts
$2.42K
GBT
1094
Grove Bank & Trust
Florida
$1.81K
OC
1095
Optima Capital
Oregon
$1.81K
DF
1096
Dunhill Financial
United Kingdom
$1.65K
WW
1097
Winnow Wealth
Texas
$1.21K
FC
1098
Financial Consulate
Maryland
$1.21K
JFA
1099
JNBA Financial Advisors
Minnesota
$1.21K
MSWM
1100
Mowery & Schoenfeld Wealth Management
Illinois
$1.21K