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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.93B +$17.3M +33,674 +0.6%
BlackRock
2
BlackRock
New York
$2.18B -$44.8M -87,518 -2%
State Street
3
State Street
Massachusetts
$1.08B +$22.6M +44,182 +2%
Sanders Capital
4
Sanders Capital
Florida
$691M +$53.1M +103,540 +9%
Morgan Stanley
5
Morgan Stanley
New York
$687M -$40.9M -79,877 -6%
JP Morgan Chase
6
JP Morgan Chase
New York
$669M -$3.3M -6,433 -0.5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$663M +$8.13M +15,876 +1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$581M -$22.8M -44,561 -4%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$531M +$51M +99,588 +11%
Invesco
10
Invesco
Georgia
$459M +$108M +211,485 +34%
Bank of America
11
Bank of America
North Carolina
$406M -$44.6M -87,085 -10%
Franklin Resources
12
Franklin Resources
California
$342M +$22.3M +43,458 +7%
Northern Trust
13
Northern Trust
Illinois
$323M -$445K -868 -0.1%
Swedbank
14
Swedbank
Sweden
$318M +$18.7M +36,456 +7%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$279M +$850K +1,659 +0.3%
Deutsche Bank
16
Deutsche Bank
Germany
$270M -$19.3M -37,643 -7%
UBS AM
17
UBS AM
Illinois
$264M -$41.1M -80,117 -14%
Amundi
18
Amundi
France
$252M -$1.94M -3,783 -0.8%
Alyeska Investment Group
19
Alyeska Investment Group
Illinois
$250M +$99.9M +195,041 +75%
Marshall Wace
20
Marshall Wace
United Kingdom
$248M -$103M -200,392 -31%
ATO
21
Alecta Tjanstepension Omsesidigt
Sweden
$246M -$19.6M -38,300 -8%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$236M -$33.3M -64,961 -13%
Citadel Advisors
23
Citadel Advisors
Florida
$227M +$134M +261,437 +170%
Holocene Advisors
24
Holocene Advisors
New York
$208M +$150M +293,516 +340%
Legal & General Group
25
Legal & General Group
United Kingdom
$202M +$7.92M +15,462 +4%