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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
DEA
1101
DoubleLine ETF Adviser
Florida
-$455K -972 Closed
CAS
1102
CTC Alternative Strategies
Illinois
-$449K -960 Closed
DAM
1103
DLD Asset Management
New York
-$442K -944 Closed
NICM
1104
Neo Ivy Capital Management
New York
-$400K -856 Closed
SDIC
1105
South Dakota Investment Council
South Dakota
-$398K -850 Closed
MSAM
1106
Moloney Securities Asset Management
Missouri
-$385K -822 Closed
GCP
1107
GSA Capital Partners
United Kingdom
-$381K -815 Closed
BCM
1108
Bayesian Capital Management
New York
-$380K -812 Closed
SIG
1109
Sargent Investment Group
Maryland
-$416K -805 Closed
MPM
1110
MBB Public Markets
Illinois
-$353K -755 Closed
CIP
1111
Cornerstone Investment Partners
Georgia
-$313K -668 Closed
GPGA
1112
Grandeur Peak Global Advisors
Utah
-$311K -664 Closed
FC
1113
Farringdon Capital
United Kingdom
-$304K -649 Closed
BFM
1114
Boothbay Fund Management
New York
-$293K -626 Closed
4A
1115
4Wealth Advisors
Illinois
-$286K -611 Closed
AA
1116
Advisory Alpha
Michigan
-$249K -533 Closed
Pzena Investment Management
1117
Pzena Investment Management
New York
-$246K -525 Closed
AIM
1118
Access Investment Management
Georgia
-$235K -503 Closed
FIM
1119
Freedom Investment Management
Connecticut
-$234K -500 Closed
MIM
1120
Morningstar Investment Management
Illinois
-$225K -480 Closed
CPC
1121
Congress Park Capital
New York
-$220K -470 Closed
JC
1122
JB Capital
Connecticut
-$216K -462 Closed
PA
1123
PharVision Advisers
Florida
-$216K -461 Closed
WC
1124
Waterloo Capital
Texas
-$215K -459 Closed
DS
1125
DRW Securities
Illinois
-$214K -457 Closed