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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
FC
201
Fulcrum Capital
Washington
$9.62M -$406K -792 -4%
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$9.5M -$120K -234 -1%
Nomura Asset Management
203
Nomura Asset Management
Japan
$9.49M -$3.14M -6,137 -26%
Focus Partners Wealth
204
Focus Partners Wealth
Massachusetts
$9.4M +$6.2M +12,108 +239%
VanEck Associates
205
VanEck Associates
New York
$9.33M +$148K +289 +2%
MSV
206
MN Services Vermogensbeheer
Netherlands
$9.24M
FP
207
FFG Partners
Florida
$9M +$8.43M +16,460 New
Cerity Partners
208
Cerity Partners
New York
$8.92M -$289K -564 -3%
Los Angeles Capital Management
209
Los Angeles Capital Management
California
$8.84M -$349K -682 -4%
Commonwealth Equity Services
210
Commonwealth Equity Services
Massachusetts
$8.79M +$5.12K +10 +0.1%
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
$8.78M -$365K -713 -4%
Baird Financial Group
212
Baird Financial Group
Wisconsin
$8.71M -$229K -447 -3%
State of New Jersey Common Pension Fund D
213
State of New Jersey Common Pension Fund D
New Jersey
$8.53M +$10.2K +20 +0.1%
BC
214
Burney Company
Virginia
$8.5M -$32.3K -63 -0.4%
MR
215
Munich Reinsurance
$8.36M +$7.84M +15,291 New
SAM
216
Sompo Asset Management
Japan
$8.32M -$711K -1,387 -8%
ECM
217
ExodusPoint Capital Management
New York
$8.27M +$7.75M +15,118 New
LF
218
Lansforsakringar Fondforvaltning
Sweden
$8.16M +$856K +1,670 +13%
RAM
219
Resona Asset Management
Japan
$8.11M -$665K -1,298 -8%
CCM
220
Cinctive Capital Management
New York
$8.11M -$13.1M -25,493 -63%
Truist Financial
221
Truist Financial
North Carolina
$8.04M +$504K +983 +7%
FAF
222
Fjarde Ap-fonden
Sweden
$7.94M +$473K +923 +7%
SOMRS
223
State of Michigan Retirement System
Michigan
$7.85M -$51.2K -100 -0.7%
Wealth Enhancement Advisory Services
224
Wealth Enhancement Advisory Services
Minnesota
$7.82M +$6.66K +13 +0.1%
BBWA
225
Bell & Brown Wealth Advisors
California
$7.76M -$146K -284 -2%