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Ulta Beauty

1,017 hedge funds and large institutions have $19.4B invested in Ulta Beauty in 2026 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 322 increasing their positions, 444 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $977M | Put options by funds: $756M

2.04% more ownership

Funds ownership: 97.72%99.76% (+2%)

7% less funds holding

Funds holding: 1,0931,017 (-76)

16% less capital invested

Capital invested by funds: $23B → $19.4B (-$3.65B)

27% less repeat investments, than reductions

Existing positions increased: 322 | Existing positions reduced: 444

36% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 163

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
1,017
Holders Change
-76
Holders Change %
-6.95%
% of All Funds
12.28%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.05%
New
105
Increased
322
Reduced
444
Closed
163
Calls
$977M
Puts
$756M
Net Calls
+$221M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1101
Ducere Wealth Management
California
-$263K -504 Closed
PA
1102
Procyon Advisors
Connecticut
-$263K -503 Closed
WRPWM
1103
Werba Rubin Papier Wealth Management
California
-$262K -502 Closed
PCM
1104
Park Capital Management
Wisconsin
-$251K -480 Closed
CAM
1105
Cresset Asset Management
Illinois
-$250K -478 Closed
SL
1106
Sentinus LLC
Illinois
-$246K -470 Closed
PAG
1107
Poinciana Advisors Group
Florida
-$243K -465 Closed
S
1108
Sunpointe
Missouri
-$240K -460 Closed
GCM
1109
Gallacher Capital Management
Colorado
-$235K -450 Closed
EA
1110
Everpar Advisors
Oklahoma
-$234K -447 Closed
OWA
1111
Octavia Wealth Advisors
Ohio
-$233K -446 Closed
SC
1112
Sapient Capital
Indiana
-$230K -440 Closed
CI
1113
Cigna Investments
Connecticut
-$229K -438 Closed
JWM
1114
Jessup Wealth Management
Ohio
-$227K -434 Closed
ACS
1115
Archford Capital Strategies
Illinois
-$225K -431 Closed
HL
1116
HeadInvest LLC
Maine
-$223K -427 Closed
MG
1117
Marex Group
-$223K -426 Closed
WWM
1118
Western Wealth Management
Colorado
-$220K -420 Closed
PCH
1119
PGIM Custom Harvest
New Jersey
-$218K -418 Closed
FRA
1120
Frank Rimerman Advisors
California
-$218K -417 Closed
BM
1121
Belfer Management
New York
-$217K -416 Closed
LIM
1122
Letson Investment Management
Georgia
-$215K -411 Closed
WC
1123
Waterloo Capital
Texas
-$214K -410 Closed
AWM
1124
Ariadne Wealth Management
California
-$213K -408 Closed
DOA
1125
D'Orazio & Associates
Virginia
-$213K -408 Closed

ULTA Hedge Fund Activity: Q2 2026 in Review

1,017 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Ulta Beauty (ULTA) for Q2 2026, worth a combined $19.4B — down 16% from $23B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of ULTA and 105 opened new positions — a net loss of 58 holders — while 444 trimmed existing stakes and 322 added.

The largest buyer was Sanders Capital, adding an estimated $281M. The largest seller was Diamant Asset Management, cutting an estimated $747M.

  • 1,017 institutional investors held Ulta Beauty (ULTA) as of Q2 2026, down from 1,093 in Q1 2026.
  • Funds reported $19.4B of Ulta Beauty stock for Q2 2026, down 16% quarter-over-quarter.
  • 105 funds opened new Ulta Beauty positions in Q2 2026 and 163 closed out, a net change of -58 holders.
  • The largest Ulta Beauty buyer in Q2 2026 was Sanders Capital, an estimated $281M added.
  • The largest Ulta Beauty seller in Q2 2026 was Diamant Asset Management, an estimated $747M sold.

Based on aggregated 13F filings for Q2 2026.