We are live on ! Find out more
ULTA icon

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
AF
976
Alerus Financial
North Dakota
$13.1K
ACA
977
American Capital Advisory
Idaho
$13.1K
OW
978
Olistico Wealth
Oklahoma
$13.1K +$15.9K +25 New
WSFG
979
Wall Street Financial Group
Illinois
$13.1K +$15.9K +25 New
3FI
980
3 Factor Indexing
California
$12K +$14.6K +23 New
FMP
981
Financial Management Professionals
Texas
$12K
WA
982
WPG Advisers
Maryland
$12K +$1.27K +2 +10%
CC
983
Corsicana & Co
Texas
$11K
CTB
984
Country Trust Bank
Illinois
$11K +$9.54K +15 +250%
BLC
985
Brown, Lisle/Cummings
Rhode Island
$10.3K
KFI
986
Key Financial Inc
Pennsylvania
$9.93K -$636 -1 -5%
CPG
987
Cornerstone Planning Group
New Jersey
$9.59K +$1.91K +3 +20%
DJSG
988
D.J. St. Germain
Massachusetts
$9.41K
WETS
989
Wealth Enhancement Trust Services
South Dakota
$9.41K
AA
990
Addison Advisors
Vermont
$8.89K +$10.2K +16 +1,600%
ECA
991
Elevated Capital Advisors
Utah
$8.89K
WTC
992
WhitTier Trust Company
Nevada
$8.68K +$7K +11 +220%
PCFFS
993
Pacific Center for Financial Services
California
$8.36K
DI
994
DAGCO Inc
Ohio
$8.36K
CMA
995
Cedar Mountain Advisors
Oregon
$8.36K +$6.36K +10 +167%
C
996
Covestor
United Kingdom
$8K -$7.63K -12 -46%
FFG
997
Forum Finance Group
$8K +$12.7K +20 New
TM
998
Torren Management
California
$7.84K -$111K -175 -92%
BONH
999
Bank of New Hampshire
New Hampshire
$7.84K
NEWAS
1000
N.E.W. Advisory Services
Wisconsin
$7.84K

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.