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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
CA
826
Commerce Advisors
Tennessee
$213K +$259K +407 New
MFS
827
Mirabella Financial Services
United Kingdom
$212K +$258K +406 New
DAS
828
Dynamic Advisor Solutions
Arizona
$211K +$257K +404 New
CI
829
CX Institutional
Indiana
$211K -$19.7K -31 -7%
LFAS
830
Level Four Advisory Services
Texas
$211K -$3.82K -6 -1%
KPPF
831
Klein Pavlis & Peasley Financial
California
$210K +$1.27K +2 +0.5%
RGC
832
Roberts, Glore & Co
Illinois
$210K +$4.45K +7 +2%
QFW
833
QTR Family Wealth
Florida
$210K +$250K +393 New
PIA
834
Prakash Investment Advisors
Massachusetts
$209K
LSV Asset Management
835
LSV Asset Management
Illinois
$209K
AIP
836
Ameritas Investment Partners
Nebraska
$208K -$7.63K -12 -3%
NWM
837
Northwest Wealth Management
Iowa
$208K +$19.7K +31 +8%
CCM
838
Canal Capital Management
Virginia
$207K
GKWIM
839
Gerber Kawasaki Wealth & Investment Management
California
$206K +$636 +1 +0.3%
DAS
840
Diversify Advisory Services
Utah
$205K -$59.8K -94 -20%
TFGT
841
TS Financial Group (TSFG)
Illinois
$205K
QL
842
Quarry LP
New York
$204K -$205K -322 -45%
MM
843
MQS Management
New York
$203K +$247K +388 New
JCFM
844
JBR Co Financial Management
Oklahoma
$203K
GCP
845
GSA Capital Partners
United Kingdom
$201K +$244K +384 New
OP
846
Oslo Pensjonsforsikring
$198K +$241K +379 New
AssetMark Inc
847
AssetMark Inc
California
$194K +$73.1K +115 +45%
ST
848
Smithfield Trust
Pennsylvania
$193K +$115K +181 +97%
EB
849
Eastern Bank
Massachusetts
$192K -$58.5K -92 -20%
HFS
850
Hantz Financial Services
Michigan
$190K +$85.2K +134 +58%

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.