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Ulta Beauty

1,090 hedge funds and large institutions have $23B invested in Ulta Beauty in 2026 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 389 increasing their positions, 403 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $952M | Put options by funds: $750M

1.17% more ownership

Funds ownership: 96.54%97.71% (+1.2%)

3% less repeat investments, than reductions

Existing positions increased: 389 | Existing positions reduced: 403

4% less first-time investments, than exits

New positions opened: 127 | Existing positions closed: 132

3% less funds holding

Funds holding: 1,1191,090 (-29)

11% less capital invested

Capital invested by funds: $25.7B → $23B (-$2.72B)

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
1,090
Holders Change
-29
Holders Change %
-2.59%
% of All Funds
13.41%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
127
Increased
389
Reduced
403
Closed
132
Calls
$952M
Puts
$750M
Net Calls
+$202M
Net Calls Change
+$399M
Name Holding Trade Value Shares
Change
Change in
Stake
SCTC
351
Sanibel Captiva Trust Company
Florida
$2.9M -$218K -343 -6%
VIM
352
Vinva Investment Management
Australia
$2.87M +$1.41M +2,209 +65%
LAM
353
Lynch Asset Management
Pennsylvania
$2.85M
Credit Agricole
354
Credit Agricole
France
$2.8M -$1.79M -2,810 -34%
OAC
355
OMERS Administration Corp
Ontario, Canada
$2.8M -$8.9K -14 -0.3%
SCM
356
Silvant Capital Management
Georgia
$2.75M -$2.53M -3,977 -43%
WC
357
Westerkirk Capital
$2.75M -$163K -256 -5%
Mirae Asset Global ETFs Holdings
358
Mirae Asset Global ETFs Holdings
Hong Kong
$2.75M -$112K -176 -3%
LTI
359
Laffer Tengler Investments
Tennessee
$2.72M +$74.4K +117 +2%
HI
360
Horizon Investments
North Carolina
$2.7M -$21K -33 -0.6%
CCIA
361
Campbell & Co Investment Adviser
Maryland
$2.69M +$2.27M +3,566 +225%
CSP
362
Cary Street Partners
Virginia
$2.66M -$163K -256 -5%
OPERF
363
Oregon Public Employees Retirement Fund
Oregon
$2.63M -$63.6K -100 -2%
SCM
364
Sterling Capital Management
North Carolina
$2.62M -$387K -609 -11%
ATPW
365
Ashton Thomas Private Wealth
Arizona
$2.6M -$121K -191 -4%
PFM
366
Patton Fund Management
Texas
$2.59M -$5.32M -8,366 -63%
DWM
367
Dakota Wealth Management
Florida
$2.57M -$1.21M -1,906 -28%
GT
368
Glenview Trust
Kentucky
$2.54M -$252K -396 -8%
FFG
369
Fortem Financial Group
California
$2.53M +$374K +588 +14%
MOACM
370
Mutual of America Capital Management
New York
$2.47M -$61.1K -96 -2%
LWM
371
Lifetime Wealth Management
Texas
$2.44M -$385K -605 -11%
GL
372
GHE LLC
Tennessee
$2.44M -$437K -687 -13%
BCM
373
Buckhead Capital Management
Georgia
$2.41M -$1.74M -2,735 -37%
YCM
374
Yousif Capital Management
Michigan
$2.41M -$158K -248 -5%
EWA
375
EP Wealth Advisors
California
$2.38M +$182K +286 +7%

ULTA Hedge Fund Activity: Q1 2026 in Review

1,090 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q1 2026, worth a combined $23B — down 11% from $25.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of ULTA and 127 opened new positions — a net loss of 5 holders — while 403 trimmed existing stakes and 389 added.

The largest buyer was Diamant Asset Management, adding an estimated $936M. The largest seller was Marshall Wace, cutting an estimated $304M.

  • 1,090 institutional investors held Ulta Beauty (ULTA) as of Q1 2026, down from 1,119 in Q4 2025.
  • Funds reported $23B of Ulta Beauty stock for Q1 2026, down 11% quarter-over-quarter.
  • 127 funds opened new Ulta Beauty positions in Q1 2026 and 132 closed out, a net change of -5 holders.
  • The largest Ulta Beauty buyer in Q1 2026 was Diamant Asset Management, an estimated $936M added.
  • The largest Ulta Beauty seller in Q1 2026 was Marshall Wace, an estimated $304M sold.

Based on aggregated 13F filings for Q1 2026.