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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
VT
1176
Volterra Technologies
New York
JG
1177
Jain Global
New York
BSI
1178
Bennett Selby Investments
Maine
EDRH
1179
Edmond de Rothschild Holding
Switzerland
CI Investments Inc
1180
CI Investments Inc
Ontario, Canada
SOW
1181
State of Wyoming
Wyoming
MG
1182
Mather Group
Illinois
PFA
1183
Pathway Financial Advisers
Indiana
TCM
1184
TruNorth Capital Management
Michigan
BF
1185
BOK Financial
Oklahoma
GFWA
1186
Grey Fox Wealth Advisors
Delaware
ABWM
1187
Alpine Bank Wealth Management
Colorado
HC
1188
Hoese & Co
Minnesota
RA
1189
Rise Advisors
New York
OCM
1190
Osterweis Capital Management
California
NFSG
1191
Newbridge Financial Services Group
Florida
ACM
1192
Aster Capital Management
United Arab Emirates
BAM
1193
Byrne Asset Management
New Jersey
SCA
1194
Stuart Chaussee & Associates
California
AWM
1195
Activest Wealth Management
Florida
CCM
1196
Cloud Capital Management
Washington
TIM
1197
Tortoise Investment Management
New York
VH
1198
Visionary Horizons
Tennessee
NC
1199
North Capital
Utah
PB
1200
Pinnacle Bancorp
Nebraska