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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
Nordea Investment Management
176
Nordea Investment Management
Sweden
$11.7M -$10.3M -20,118 -48%
M
177
MOTCO
Texas
$11.7M -$490K -956 -4%
AS
178
Aware Super
Australia
$11.4M
BIG
179
Boothe Investment Group
Delaware
$11.1M +$51.8K +101 +0.5%
AC
180
Armistice Capital
New York
$11.1M +$4.66M +9,092 +81%
Schroder Investment Management Group
181
Schroder Investment Management Group
United Kingdom
$11M +$2.55M +4,981 +33%
Asset Management One
182
Asset Management One
Japan
$11M +$271K +529 +3%
CIBC World Market
183
CIBC World Market
Ontario, Canada
$10.9M +$2.84M +5,545 +39%
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$10.8M -$226K -441 -2%
BPA
185
Beacon Pointe Advisors
California
$10.7M +$53.3K +104 +0.5%
OSAM
186
O'Shaughnessy Asset Management
Connecticut
$10.7M +$923K +1,802 +10%
SIA
187
Sit Investment Associates
Minnesota
$10.5M -$17.9K -35 -0.2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
188
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10.5M +$8.9M +17,365 +964%
BDLIB
189
Banque de Luxembourg Investments (BLI)
Luxembourg
$10.4M -$2.46M -4,800 -20%
Squarepoint
190
Squarepoint
New York
$10.3M -$83M -161,946 -90%
NS
191
Night Squared
New York
$10.2M +$1.56M +3,039 +19%
Bank of Nova Scotia
192
Bank of Nova Scotia
Ontario, Canada
$10.1M +$7.01M +13,672 +289%
SSWM
193
Sheets Smith Wealth Management
North Carolina
$10.1M -$351K -685 -4%
SMFG
194
Sumitomo Mitsui Financial Group
Japan
$10M -$730K -1,425 -7%
Janney Montgomery Scott
195
Janney Montgomery Scott
Pennsylvania
$9.83M -$240K -469 -3%
MML Investors Services
196
MML Investors Services
Massachusetts
$9.8M -$362K -707 -4%
PP
197
Prudential plc
United Kingdom
$9.74M +$2.32M +4,523 +34%
JCM
198
Janney Capital Management
Pennsylvania
$9.72M -$284K -555 -3%
UF
199
Univest Financial
Pennsylvania
$9.69M -$899K -1,755 -9%
WAM
200
Winslow Asset Management
Ohio
$9.64M -$96.3K -188 -1%