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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
WAM
676
Wakefield Asset Management
Colorado
$419K
SI
677
Stirlingshire Investments
New York
$416K -$3.82K -6 -0.7%
BCM
678
Bienville Capital Management
New York
$412K
CCPM
679
Cooper Creek Partners Management
New York
$409K
LNWTC
680
Laird Norton Wetherby Trust Company
Washington
$408K -$3.82K -6 -0.8%
ACA
681
Anchor Capital Advisors
Massachusetts
$406K -$24.2K -38 -5%
RWA
682
Rooted Wealth Advisors
Illinois
$406K +$96.7K +152 +27%
AF
683
Allworth Financial
California
$406K +$141K +221 +40%
ONB
684
Old National Bancorp
Indiana
$402K +$490K +770 New
PA
685
Parallel Advisors
California
$402K +$38.8K +61 +9%
OIA
686
OneDigital Investment Advisors
Kansas
$401K -$179K -281 -27%
HR
687
Hardy Reed
Mississippi
$401K -$636 -1 -0.1%
WJWM
688
Williams Jones Wealth Management
New York
$400K -$5.09K -8 -1%
LI
689
LifeWealth Investments
Florida
$400K +$487K +765 New
SFC
690
SYM Financial Corp
Indiana
$399K +$10.8K +17 +2%
SPC
691
Sigma Planning Corp
Michigan
$398K +$9.54K +15 +2%
JFGIW
692
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$393K -$85.2K -134 -15%
KP
693
Keel Point
Alabama
$393K -$145K -228 -23%
JWCA
694
J.W. Cole Advisors
Florida
$392K +$477K +750 New
IA
695
Integrity Alliance
Iowa
$384K -$346K -544 -43%
AFGAS
696
Allegiance Financial Group Advisory Services
Virginia
$381K +$54.1K +85 +13%
OL
697
Optas LLC
Texas
$379K -$1.27K -2 -0.3%
RCM
698
Raleigh Capital Management
North Carolina
$379K +$462K +726 New
JIC
699
Johnson Investment Counsel
Ohio
$377K +$12.7K +20 +3%
M1FG
700
Mach-1 Financial Group
Arkansas
$376K +$185K +291 +68%

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.