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
EWM
1001
Evermay Wealth Management
Virginia
$7.32K
PWMG
1002
Private Wealth Management Group
New Jersey
$7.32K
WA
1003
Whipplewood Advisors
Colorado
$7.32K +$7.63K +12 +600%
GWSA
1004
Global Wealth Strategies & Associates
Colorado
$6.79K -$636 -1 -7%
SWA
1005
SOA Wealth Advisors
New York
$6.79K
KAS
1006
Kemnay Advisory Services
New York
$6.79K +$8.27K +13 New
SRCM
1007
Signature Resources Capital Management
California
$6.79K +$8.27K +13 New
SEP
1008
Signature Equity Partners
Ohio
$6.27K -$19.1K -30 -71%
AW
1009
Ankerstar Wealth
Texas
$6.27K
B
1010
Bayban
Minnesota
$6.27K
EWP
1011
Elevation Wealth Partners
California
$6.27K
JGIA
1012
Jackson Grant Investment Advisers
Connecticut
$6.27K
SWM
1013
SHP Wealth Management
Massachusetts
$5.84K +$1.27K +2 +22%
FFA
1014
Frazier Financial Advisors
Ohio
$5.75K
RWS
1015
Retirement Wealth Solutions
Wisconsin
$5.75K
FCAS
1016
First Command Advisory Services
Texas
$5.75K +$7K +11 New
AWM
1017
Abound Wealth Management
Tennessee
$5.37K +$636 +1 +11%
FPF
1018
First Pacific Financial
Washington
$5.23K +$2.54K +4 +67%
AP
1019
Aspect Partners
Virginia
$5.23K
BWL
1020
Bogart Wealth LLC
Virginia
$5.23K
HNB
1021
Hilltop National Bank
Wyoming
$5.23K
TWM
1022
TopTier Wealth Management
Wisconsin
$5.23K +$6.36K +10 New
USB
1023
Union Savings Bank
Connecticut
$5.23K +$6.36K +10 New
OAJ
1024
Ogorek Anthony Joseph
New York
$5K
TIAA Trust, National Association
1025
TIAA Trust, National Association
North Carolina
$4.7K -$609K -958 -99%

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.