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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
HCA
951
Harbor Capital Advisors
Illinois
$21K -$5.72K -9 -18%
RF
952
Rossby Financial
Florida
$20.9K +$21K +33 +550%
HWA
953
HHM Wealth Advisors
Tennessee
$19.9K
FFO
954
Fortitude Family Office
Arizona
$18.8K +$12.1K +19 +112%
CT
955
Colonial Trust
South Carolina
$18.3K
MCM
956
MV Capital Management
Maryland
$17.8K
PG
957
Proffitt & Goodson
Tennessee
$17.3K
MCM
958
Manchester Capital Management
Vermont
$17.3K +$3.82K +6 +22%
FMII
959
Farmers & Merchants Investments Inc
Nebraska
$17.2K -$1.27K -2 -6%
LC
960
Lavaca Capital
Texas
$17.2K
SR
961
Swiss Re
Switzerland
$17.2K
WAG
962
Wilkerson Advisory Group
Missouri
$16.7K -$1.27K -2 -6%
RBI
963
Raiffeisen Bank International
Austria
$16.3K
BDPWM
964
Barnes Dennig Private Wealth Management
Ohio
$16.2K -$636 -1 -3%
OCWP
965
Owl Creek Wealth Partners
Colorado
$15.7K +$19.1K +30 New
LI
966
LRI Investments
Florida
$15.7K
BCWM
967
Bartlett & Co Wealth Management
Ohio
$15.5K -$35K -55 -65%
1CP
968
1015 Capital Partners
Pennsylvania
$14.6K -$1.27K -2 -7%
AP
969
Atwood & Palmer
Missouri
$14.6K
PWA
970
Physician Wealth Advisors
Utah
$14.1K -$3.18K -5 -16%
PMFA
971
Plante Moran Financial Advisors
Michigan
$14.1K
CAL
972
Capital Advisors Ltd
Ohio
$14K -$5.09K -8 -23%
SFG
973
Strive Financial Group
Indiana
$14K +$5.72K +9 +50%
SL
974
Salomon & Ludwin
Virginia
$14K
TPWA
975
Twin Peaks Wealth Advisors
California
$13.6K +$16.5K +26 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.