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
CTA
1026
Colonial Trust Advisors
South Carolina
$4.7K
EFMH
1027
E Fund Management (HK)
Hong Kong
$4.7K +$5.72K +9 New
CFD
1028
Creative Financial Designs
Indiana
$4.18K
AW
1029
Avion Wealth
Texas
$4K
SIM
1030
Synergy Investment Management
Florida
$3.66K +$4.45K +7 New
SSG
1031
Summit Securities Group
New York
$3.66K -$37.5K -59 -89%
CIAS
1032
CBIZ Investment Advisory Services
Ohio
$3.66K -$5.09K -8 -53%
DPW
1033
DiNuzzo Private Wealth
Pennsylvania
$3.66K -$636 -1 -13%
BSB
1034
Bangor Savings Bank
Maine
$3.66K
CFG
1035
Clayton Financial Group
Missouri
$3.66K
ME
1036
McIlrath & Eck
Washington
$3.66K
IWS
1037
Intentional Wealth Strategies
Colorado
$3.66K +$4.45K +7 New
BHWM
1038
Bay Harbor Wealth Management
Maryland
$3.66K -$636 -1 -13%
KG
1039
Kilter Group
New York
$3.14K -$636 -1 -14%
HFM
1040
Hartford Financial Management
Connecticut
$3.14K
NL
1041
NVWM LLC
Pennsylvania
$3.14K
S
1042
Sachetta
Massachusetts
$3.14K
RWM
1043
Rialto Wealth Management
New York
$3.14K +$1.27K +2 +50%
AS
1044
Altshuler Shaham
Israel
$3.14K -$1.27K -2 -25%
HFS
1045
Hughes Financial Services
Virginia
$3.14K +$636 +1 +20%
CFM
1046
Cornerstone Financial Management
Massachusetts
$3.14K +$1.27K +2 +50%
NWMP
1047
Noble Wealth Management PBC
Colorado
$3.14K +$3.82K +6 New
MWM
1048
Mosley Wealth Management
California
$2.73K +$3.18K +5 New
PC
1049
Pier Capital
Connecticut
$2.61K -$1.91K -3 -38%
FMB
1050
Field & Main Bank
Kentucky
$2.61K

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.