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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
BGAI
1101
Bruce G. Allen Investments
Colorado
$1.21K
PS
1102
PayPay Securities
Japan
$1.21K
PWA
1103
Principia Wealth Advisory
Texas
$1.21K
AFC
1104
Ares Financial Consulting
California
$1.21K
WA
1105
Whipplewood Advisors
Colorado
$1.21K
WCM
1106
Winthrop Capital Management
Indiana
$1K
TBFA
1107
Three Bearings Fiduciary Advisors
New Hampshire
$648
CVM
1108
Cheviot Value Management
California
$638
SA
1109
Strategic Advocates
Utah
$607
AA
1110
Addison Advisors
Vermont
$606
MAM
1111
Marquette Asset Management
Minnesota
$606
QWM
1112
Quaker Wealth Management
New Jersey
$606
SA
1113
Seneschal Advisors
Washington
$606
TFM
1114
TFC Financial Management
Massachusetts
$606
TCM
1115
Tradewinds Capital Management
Washington
$606
SC
1116
Stephens Consulting
Michigan
$606
TPBG
1117
Turning Point Benefit Group
Maryland
$605
FRA
1118
Front Row Advisors
California
$605
DCM
1119
Davis Capital Management
Florida
$605
BHWM
1120
Beaird Harris Wealth Management
Texas
$424
HWM
1121
HighMark Wealth Management
Minnesota
$235
Kayne Anderson Rudnick Investment Management
1122
Kayne Anderson Rudnick Investment Management
California
$145
CCM
1123
Candlestick Capital Management
Connecticut
CIP
1124
Champlain Investment Partners
Vermont
MGCM
1125
Mane Global Capital Management
New York