We are live on ! Find out more
ULTA icon

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
IAN
576
Integrated Advisors Network
Texas
$720K -$19.7K -31 -2%
IIC
577
Integrated Investment Consultants
Michigan
$719K -$118K -185 -12%
BCV
578
Banque Cantonale Vaudoise
Switzerland
$711K +$38.8K +61 +5%
AAP
579
Arax Advisory Partners
Colorado
$706K +$447K +703 +108%
IFG
580
Independent Financial Group
California
$692K +$194K +305 +30%
GCM
581
GKV Capital Management
California
$684K +$81.4K +128 +11%
MC
582
Moors & Cabot
Massachusetts
$682K -$133K -209 -14%
P
583
PensionDanmark
Denmark
$680K
VSQM
584
V-Square Quantitative Management
Illinois
$678K -$28.6K -45 -3%
VAS
585
Vestmark Advisory Solutions
Massachusetts
$676K +$243K +382 +42%
SFS
586
Sowell Financial Services
Arkansas
$671K +$89.7K +141 +12%
SAM
587
Securian Asset Management
Minnesota
$668K
OBGC
588
O'Brien Greene & Co
Pennsylvania
$666K
FFA
589
Farther Finance Advisors
California
$663K +$223K +351 +40%
NG
590
Norden Group
Utah
$662K -$242K -380 -23%
GWP
591
Gen-Wealth Partners
Michigan
$660K +$152K +239 +23%
IA
592
IFP Advisors
Florida
$659K +$204K +321 +34%
QCG
593
Quadrant Capital Group
Ohio
$653K +$35K +55 +5%
MSA
594
MUFG Securities Americas
New York
$642K +$12.7K +20 +2%
BFS
595
Bradley Foster & Sargent
Connecticut
$640K -$636 -1 -0.1%
APWM
596
Argonautica Private Wealth Management
Massachusetts
$635K +$29.3K +46 +4%
MOS
597
MGO One Seven
Ohio
$635K -$863K -1,357 -53%
SC
598
Scotia Capital
Ontario, Canada
$634K +$772K +1,213 New
SAM
599
Sagewood Asset Management
New York
$634K +$772K +1,213 New
GIM
600
Groesbeck Investment Management
New Jersey
$630K

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.