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Ulta Beauty

1,035 hedge funds and large institutions have $22.8B invested in Ulta Beauty in 2025 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 348 increasing their positions, 382 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 382

1.8% less ownership

Funds ownership: 94.86%93.06% (-1.8%)

14% less call options, than puts

Call options by funds: $815M | Put options by funds: $944M

Holders
1,035
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$815M
Puts
$944M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PSFG
1101
Park Square Financial Group
Georgia
FF
1102
Friedenthal Financial
New Jersey
MAS
1103
MPWM Advisory Solutions
Georgia
GM
1104
GeoWealth Management
Illinois
MAWAG
1105
Mid-American Wealth Advisory Group
Missouri
MYIA
1106
Mount Yale Investment Advisors
Colorado
CIAM
1107
Caitong International Asset Management
Hong Kong
TSMHT
1108
Thurston Springer Miller Herd & Titak
Indiana
NC
1109
NewSquare Capital
Pennsylvania
KWM
1110
Kiker Wealth Management
Georgia
RI
1111
Ridgewood Investments
New Jersey
TPWA
1112
Twin Peaks Wealth Advisors
California
MCA
1113
Maryland Capital Advisors
Maryland
PSB
1114
Piscataqua Savings Bank
New Hampshire
CAC
1115
Core Alternative Capital
Georgia
WB
1116
Webster Bank
Connecticut
TIM
1117
Total Investment Management
Arizona
TCM
1118
Traub Capital Management
Massachusetts
WA
1119
Whipplewood Advisors
Colorado
GC
1120
GFG Capital
Florida
SC
1121
Stephens Consulting
Michigan
KIM
1122
Kestra Investment Management
Texas
GWM
1123
Gitterman Wealth Management
New Jersey
NWM
1124
Nova Wealth Management
Florida
WCM
1125
WealthTrak Capital Management
Virginia