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
MCM
1101
Marsico Capital Management
Colorado
-$8.99M -14,862 Closed
TI
1102
Trexquant Investment
Connecticut
-$8.83M -14,592 Closed
Skandinaviska Enskilda Banken (SEB)
1103
Skandinaviska Enskilda Banken (SEB)
Sweden
-$8.37M -13,841 Closed
NG
1104
NWK Group
California
-$8.12M -13,420 Closed
DLP
1105
De Lisle Partners
United Kingdom
-$7.26M -12,000 Closed
HF
1106
HRT Financial
New York
-$6.75M -10,608 Closed
FAF
1107
Första AP-fonden
Sweden
-$5.88M -9,720 Closed
IP
1108
Interval Partners
New York
-$5.21M -8,607 Closed
FCM
1109
Fieldview Capital Management
Michigan
-$4.34M -7,177 Closed
HAI
1110
Hennessy Advisors Inc
California
-$3.93M -6,500 Closed
TF
1111
Trek Financial
Arizona
-$3.7M -6,123 Closed
RIM
1112
Rakuten Investment Management
Japan
-$3.57M -5,898 Closed
ACM
1113
Alcosta Capital Management
California
-$3.35M -5,529 Closed
QT
1114
Quantbot Technologies
New York
-$3.15M -5,211 Closed
LM
1115
Lincluden Management
Ontario, Canada
-$3.11M -5,133 Closed
GIM
1116
Generate Investment Management
New Zealand
-$2.44M -4,025 Closed
SCM
1117
Sandler Capital Management
New York
-$2.2M -3,633 Closed
HCM
1118
Highview Capital Management
Illinois
-$2.13M -3,515 Closed
RCA
1119
Runnymede Capital Advisors
Ohio
-$2.06M -3,399 Closed
ACM
1120
Aubrey Capital Management
United Kingdom
-$1.98M -3,280 Closed
KRS
1121
Kentucky Retirement Systems
Kentucky
-$1.72M -2,835 Closed
PMWMG
1122
Parr McKnight Wealth Management Group
Minnesota
-$1.7M -2,802 Closed
WMWM
1123
Whitaker-Myers Wealth Managers
Ohio
-$1.6M -2,648 Closed
LCM
1124
Logan Capital Management
Pennsylvania
-$1.55M -2,562 Closed
PS
1125
Pensionfund Sabic
Netherlands
-$1.51M -2,500 Closed

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.