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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
AI
651
Atom Investors
Texas
$470K +$572K +899 New
SC
652
Sepio Capital
Utah
$466K -$142K -224 -20%
NSUP
653
NLB Skladi upravljanje premozenja
$466K -$137K -215 -19%
AWM
654
Angeles Wealth Management
California
$466K +$33.1K +52 +6%
LS
655
Livforsakringsbolaget Skandia
Sweden
$463K +$318K +500 +130%
DLA
656
Douglas Lane & Associates
New York
$461K -$44.5K -70 -7%
SFI
657
Siemens Fonds Invest
Germany
$461K +$162K +254 +41%
CCFM
658
Clear Creek Financial Management
Washington
$460K +$30.5K +48 +6%
SAM
659
Secure Asset Management
Michigan
$459K
AG
660
Ascent Group
Virginia
$458K -$26.1K -41 -4%
Jacobs Levy Equity Management
661
Jacobs Levy Equity Management
New Jersey
$454K +$553K +869 New
WA
662
Waverly Advisors
Alabama
$453K +$119K +187 +28%
GIM
663
Goelzer Investment Management
Indiana
$450K
TSW
664
Three Seasons Wealth
Utah
$449K +$546K +859 New
BRWA
665
B. Riley Wealth Advisors
Florida
$447K -$34.3K -54 -6%
SW
666
SteelPeak Wealth
California
$445K +$300K +472 +124%
CWM
667
Cornerstone Wealth Management
Missouri
$443K +$19.7K +31 +4%
CAG
668
Crestwood Advisors Group
Massachusetts
$441K +$205K +322 +62%
AFP
669
Ausdal Financial Partners
Iowa
$440K +$34.3K +54 +7%
DEA
670
DoubleLine ETF Adviser
Florida
$434K -$89.7K -141 -15%
Bessemer Group
671
Bessemer Group
New Jersey
$433K -$13.4K -21 -2%
TSWM
672
Triangle Securities Wealth Management
North Carolina
$427K -$45.2K -71 -8%
VWM
673
Venturi Wealth Management
Texas
$423K +$15.9K +25 +3%
LAM
674
LECAP Asset Management
United Kingdom
$423K +$515K +809 New
SIG
675
Sargent Investment Group
Maryland
$422K +$1.27K +2 +0.2%

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.