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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
RL
1126
Retireful LLC
Michigan
-$209K -446 Closed
KOCAA
1127
Knights of Columbus Asset Advisors
Connecticut
-$192K -410 Closed
BIG
1128
Brooklyn Investment Group
New York
-$163K -349 Closed
PSFG
1129
Park Square Financial Group
Georgia
-$88.4K -189 Closed
FF
1130
Friedenthal Financial
New Jersey
-$85.6K -183 Closed
MAS
1131
MPWM Advisory Solutions
Georgia
-$56.1K -120 Closed
GM
1132
GeoWealth Management
Illinois
-$54.7K -117 Closed
MAWAG
1133
Mid-American Wealth Advisory Group
Missouri
-$52.4K -112 Closed
MYIA
1134
Mount Yale Investment Advisors
Colorado
-$34.6K -74 Closed
CIAM
1135
Caitong International Asset Management
Hong Kong
-$20.1K -43 Closed
TSMHT
1136
Thurston Springer Miller Herd & Titak
Indiana
-$19.6K -42 Closed
NC
1137
NewSquare Capital
Pennsylvania
-$16.8K -36 Closed
KWM
1138
Kiker Wealth Management
Georgia
-$14K -30 Closed
RI
1139
Ridgewood Investments
New Jersey
-$9.36K -20 Closed
TPWA
1140
Twin Peaks Wealth Advisors
California
-$9.8K -19 Closed
MCA
1141
Maryland Capital Advisors
Maryland
-$7.95K -17 Closed
CAC
1142
Core Alternative Capital
Georgia
-$5.61K -12 Closed
PSB
1143
Piscataqua Savings Bank
New Hampshire
-$5.61K -12 Closed
TIM
1144
Total Investment Management
Arizona
-$4.21K -9 Closed
WB
1145
Webster Bank
Connecticut
-$4.21K -9 Closed
TCM
1146
Traub Capital Management
Massachusetts
-$3.72K -8 Closed
WA
1147
Whipplewood Advisors
Colorado
-$3.27K -7 Closed
GC
1148
GFG Capital
Florida
-$2.81K -6 Closed
SC
1149
Stephens Consulting
Michigan
-$2.81K -6 Closed
KIM
1150
Kestra Investment Management
Texas
-$1.83K -5 Closed