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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
LWMI
1051
Legacy Wealth Management (Idaho)
Idaho
$2.61K
HWA
1052
Heritage Wealth Advisors
Virginia
$2.61K +$3.18K +5 New
KFG
1053
Kingdom Financial Group
Arizona
$2.61K +$3.18K +5 New
LAS
1054
Lloyd Advisory Services
Georgia
$2.61K +$3.18K +5 New
TSMHT
1055
Thurston Springer Miller Herd & Titak
Indiana
$2.61K
APW
1056
Aventura Private Wealth
Florida
$2.09K
CWP
1057
Clark Wealth Partners
Illinois
$2.09K
HIA
1058
HFM Investment Advisors
New Jersey
$2.09K
HWP
1059
Highline Wealth Partners
California
$2.09K +$2.54K +4 New
MWM
1060
Magnolia Wealth Management
Alabama
$2.09K +$2.54K +4 New
EF
1061
Entrust Financial
Pennsylvania
$1.57K -$636 -1 -25%
JWM
1062
JPL Wealth Management
Colorado
$1.57K +$1.91K +3 New
GBT
1063
Grove Bank & Trust
Florida
$1.57K
DWM
1064
Dogwood Wealth Management
Kansas
$1.57K +$1.91K +3 New
VWM
1065
Vermillion Wealth Management
Minnesota
$1.57K +$1.91K +3 New
AFC
1066
Ares Financial Consulting
California
$1.07K
MA
1067
MCF Advisors
Kentucky
$1.05K -$3.82K -6 -75%
MAFA
1068
MJT & Associates Financial Advisory
Minnesota
$1.05K -$3.18K -5 -71%
VWA
1069
Valued Wealth Advisors
Utah
$1.05K -$1.27K -2 -50%
FC
1070
Financial Consulate
Maryland
$1.05K
JFA
1071
JNBA Financial Advisors
Minnesota
$1.05K
BGAI
1072
Bruce G. Allen Investments
Colorado
$1.04K
HNW
1073
High Note Wealth
Minnesota
$1.04K +$1.27K +2 New
WCM
1074
Winthrop Capital Management
Indiana
$1K
DF
1075
Dunhill Financial
United Kingdom
$937 -$1.27K -2 -67%

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.