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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
AIC
901
Archer Investment Corporation
Indiana
$64.8K -$636 -1 -0.8%
API
902
Asset Planning Inc
California
$64.3K
RFA
903
Reyes Financial Architecture
California
$62.2K +$75.7K +119 New
FUBT
904
First United Bank & Trust
Maryland
$60.1K
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$59.6K +$4.45K +7 +7%
ZBNA
906
Zions Bancorporation, National Association
Utah
$58K -$144K -226 -67%
NS
907
NBC Securities
Alabama
$57.5K
DWM
908
Darwin Wealth Management
Florida
$55.9K
SWP
909
Strategic Wealth Partners
Ohio
$53.9K +$1.91K +3 +3%
BP
910
BNP Paribas
France
$53.3K
MIM
911
MTM Investment Management
South Carolina
$52.3K
WIM
912
Westside Investment Management
California
$52.3K
NSIM
913
North Star Investment Management
Illinois
$50.2K
SS
914
SBI Securities
Japan
$47K -$8.9K -14 -13%
ANBT
915
American National Bank & Trust
Texas
$43.9K
HPC
916
HM Payson & Co
Maine
$43.4K -$90.3K -142 -63%
RMC
917
Resources Management Corp
Connecticut
$43K
SS
918
Sunbelt Securities
Texas
$41.8K -$636 -1 -1%
TFIPS
919
Towarzystwo Funduszy Inwestycyjnych PZU SA
$41.8K +$19.1K +30 +60%
PTC
920
Private Trust Company
Ohio
$40.2K -$8.27K -13 -14%
BIAS
921
Beacon Investment Advisory Services
New Jersey
$38.7K +$47.1K +74 New
FHC
922
First Horizon Corporation
Tennessee
$36.1K +$1.27K +2 +3%
GKIM
923
GW&K Investment Management
Massachusetts
$36K +$2.54K +4 +6%
PPC
924
Park Place Capital
Alabama
$35.5K
TWC
925
TD Waterhouse Canada
Ontario, Canada
$34.3K -$28.6K -45 -41%

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.