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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
IA
776
IFG Advisors
Missouri
$262K
FWA
777
FSM Wealth Advisors
Ohio
$261K +$7K +11 +2%
TC
778
TownSquare Capital
Utah
$261K
FCM
779
Frontier Capital Management
Massachusetts
$260K +$35K +55 +12%
USCWA
780
U.S. Capital Wealth Advisors
Texas
$258K +$45.8K +72 +17%
BB
781
Berkshire Bank
Massachusetts
$257K
FTWA
782
Fifth Third Wealth Advisors
Ohio
$256K +$58.5K +92 +23%
Marshall Wace
783
Marshall Wace
United Kingdom
$254K -$304M -478,172 -100%
OIAM
784
OFI Invest Asset Management
France
$253K +$50.9K +80 +17%
EIP
785
Essential Investment Partners
Colorado
$253K
CIAS
786
Capital Investment Advisory Services
North Carolina
$251K -$3.18K -5 -1%
MWM
787
Mission Wealth Management
California
$251K +$14K +22 +5%
SAM
788
Smartleaf Asset Management
Massachusetts
$251K +$33.7K +53 +12%
PCM
789
Park Capital Management
Wisconsin
$251K -$10.8K -17 -3%
CAM
790
Cresset Asset Management
Illinois
$250K +$304K +478 New
SYBT
791
Stock Yards Bank & Trust
Kentucky
$246K +$8.9K +14 +3%
SL
792
Sentinus LLC
Illinois
$246K +$299K +470 New
PAG
793
Poinciana Advisors Group
Florida
$243K
FNT
794
First Nebraska Trust
Nebraska
$243K
S
795
Sunpointe
Missouri
$240K -$340K -534 -54%
GWM
796
GSB Wealth Management
Connecticut
$239K +$1.27K +2 +0.4%
CI
797
Corient IA
Florida
$238K -$28.6K -45 -9%
GCM
798
Gallacher Capital Management
Colorado
$235K +$286K +450 New
PWA
799
Prairie Wealth Advisors
Nebraska
$234K
EA
800
Everpar Advisors
Oklahoma
$234K +$54.1K +85 +23%

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.