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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
BHCM
1151
Brevan Howard Capital Management
Jersey
BCM
1152
Brookstone Capital Management
Illinois
OTPPB
1153
Ontario Teachers' Pension Plan Board
Ontario, Canada
AG
1154
Algert Global
California
CAM
1155
Congress Asset Management
Massachusetts
RCM
1156
Requisite Capital Management
Texas
CH
1157
Canton Hathaway
Rhode Island
Nomura Holdings
1158
Nomura Holdings
Japan
DT
1159
Diversified Trust
Tennessee
AAS
1160
Ameritas Advisory Services
Nebraska
FRM
1161
Fox Run Management
Connecticut
TSW
1162
Three Seasons Wealth
Utah
Parallax Volatility Advisers
1163
Parallax Volatility Advisers
California
NP
1164
NorthRock Partners
Minnesota
RS
1165
R Squared
Hong Kong
MMM
1166
Mendel Money Management
Illinois
IPW
1167
Impact Partnership Wealth
Georgia
CW
1168
CreativeOne Wealth
Kansas
CAM
1169
Cresset Asset Management
Illinois
BAM
1170
Belpointe Asset Management
Nevada
BEI
1171
Benjamin Edwards Inc
Missouri
CPRC
1172
Consolidated Portfolio Review Corp
New York
BA
1173
Bridgewater Associates
Connecticut
AGA
1174
Accuvest Global Advisors
Utah
JWCA
1175
J.W. Cole Advisors
Florida