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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
GC
526
Guidance Capital
Kentucky
$942K +$57.2K +90 +5%
SC
527
Shay Capital
New York
$941K -$127K -200 -10%
RP
528
Rowlandmiller & Partners
Georgia
$941K +$129K +203 +13%
GC
529
Guggenheim Capital
Illinois
$930K -$228K -358 -17%
ASN
530
Advisory Services Network
Georgia
$928K +$593K +933 +111%
EF
531
Empirical Finance
Pennsylvania
$912K -$2.54K -4 -0.2%
PP
532
Patten & Patten
Tennessee
$907K -$15.9K -25 -1%
DIS
533
Diversified Investment Strategies
Louisiana
$907K
EOJOAM
534
E. Ohman J:or Asset Management
Sweden
$907K +$102K +160 +10%
BHCM
535
Brevan Howard Capital Management
Jersey
$904K +$1.1M +1,729 New
PIM
536
Plato Investment Management
Australia
$900K
MAM
537
McLaughlin Asset Management
Illinois
$900K -$104K -164 -9%
EPW
538
Evolve Private Wealth
California
$898K +$106K +166 +11%
CCM
539
Coldstream Capital Management
Washington
$898K +$34.3K +54 +3%
PFWA
540
Paces Ferry Wealth Advisors
Georgia
$896K
DO
541
denkapparat Operations
Germany
$894K
Parallax Volatility Advisers
542
Parallax Volatility Advisers
California
$890K +$993K +1,561 New
ACM
543
Avalon Capital Management
California
$880K
KCP
544
Kera Capital Partners
California
$878K +$75.7K +119 +8%
PWM
545
Perigon Wealth Management
California
$875K +$477K +750 +81%
EWA
546
EverSource Wealth Advisors
Alabama
$873K +$405K +637 +62%
PFPG
547
Pinnacle Financial Partners (Georgia)
Georgia
$870K +$8.27K +13 +0.8%
HWM
548
HB Wealth Management
Georgia
$864K +$199K +313 +23%
SCB
549
Saudi Central Bank
Saudi Arabia
$856K +$1.04M +1,637 New
MNBTD
550
Moody National Bank Trust Division
Texas
$851K +$10.8K +17 +1%

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.