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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
CFB
851
Cullen/Frost Bankers
Texas
$189K +$146K +230 +176%
MUMSS
852
Mitsubishi UFJ Morgan Stanley Securities
Japan
$188K +$228K +359 New
AF
853
Advisornet Financial
Minnesota
$187K +$6.36K +10 +3%
BCM
854
Boreal Capital Management
Florida
$185K +$225K +354 New
KFAS
855
Keating Financial Advisory Services
Kansas
$183K -$1.17M -1,833 -84%
CL
856
CSS LLC
Illinois
$183K +$223K +350 New
CSPIA
857
Cary Street Partners Investment Advisory
Virginia
$167K +$142K +224 +233%
CAM
858
Costello Asset Management
Pennsylvania
$151K +$17.2K +27 +10%
TWD
859
True Wealth Design
Ohio
$146K +$3.18K +5 +2%
FAMI
860
Fideuram Asset Management (Ireland)
$144K +$106K +166 +405%
TC
861
Truvestments Capital
Florida
$143K -$49K -77 -22%
NL
862
NKCFO LLC
Illinois
$136K
DFA
863
DHJJ Financial Advisors
Illinois
$134K
NRG
864
Nemes Rush Group
Michigan
$134K +$636 +1 +0.4%
UB
865
UMB Bank
Missouri
$132K +$8.9K +14 +6%
BC
866
Bayforest Capital
United Kingdom
$129K +$22.9K +36 +17%
SNB
867
Security National Bank
Nebraska
$128K -$6.36K -10 -4%
MPWT
868
MassMutual Private Wealth & Trust
Connecticut
$127K -$14K -22 -8%
CA
869
CoreCap Advisors
Michigan
$126K +$84K +132 +121%
LB
870
Legacy Bridge
Iowa
$125K -$15.9K -25 -9%
BWA
871
Basecamp Wealth Advisors
Washington
$123K +$1.27K +2 +0.9%
SIC
872
Salem Investment Counselors
North Carolina
$122K -$159K -250 -52%
QC
873
Quent Capital
New York
$122K -$3.82K -6 -3%
Group One Trading
874
Group One Trading
Illinois
$119K +$145K +228 New
SOW
875
State of Wyoming
Wyoming
$118K +$144K +226 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.