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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
DWM
726
Diversify Wealth Management
Utah
$328K +$394K +619 New
SWP
727
Sagespring Wealth Partners
Tennessee
$327K +$113K +177 +39%
DZ Bank
728
DZ Bank
Germany
$326K -$312K -491 -44%
EAM
729
Erste Asset Management
Austria
$326K
CA
730
Claro Advisors
Massachusetts
$323K +$392K +617 New
SCA
731
Snowden Capital Advisors
New York
$318K +$73.1K +115 +23%
KWA
732
Kingswood Wealth Advisors
California
$318K -$168K -264 -30%
NWAG
733
Net Worth Advisory Group
Utah
$317K +$385K +606 New
MPI
734
Mairs & Power Inc
Minnesota
$316K -$766K -1,205 -67%
WA
735
Waddell & Associates
Tennessee
$315K +$169K +266 +79%
PF
736
Phoenix Financial
Israel
$313K -$156K -246 -29%
CCA
737
Checchi Capital Advisers
California
$312K +$68.1K +107 +22%
SIC
738
SFE Investment Counsel
California
$311K -$1.94M -3,049 -84%
BFIM
739
Beese Fulmer Investment Management
Ohio
$311K +$55.3K +87 +17%
PA
740
Profund Advisors
Maryland
$307K -$65.5K -103 -15%
CWG
741
Cornerstone Wealth Group
North Carolina
$304K -$6.36K -10 -2%
ECM
742
Evergreen Capital Management
Washington
$304K -$27.4K -43 -7%
SWP
743
Stratos Wealth Partners
Ohio
$303K -$6.36K -10 -2%
FSA
744
Fort Sheridan Advisors
Illinois
$300K
VNT
745
Vanguard National Trust
Pennsylvania
$300K +$364K +573 New
KRW
746
Kaufman Rossin Wealth
Florida
$299K -$130K -204 -26%
BWS
747
Broadway Wealth Solutions
Texas
$297K -$78.2K -123 -18%
BBHC
748
Brown Brothers Harriman & Co
New York
$296K +$75.1K +118 +26%
PCM
749
Prelude Capital Management
New York
$293K +$356K +560 New
SG
750
StoneX Group
New York
$290K +$354K +556 New

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.