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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
PA
1126
ProCore Advisors
California
-$213K -408 Closed
CA
1127
Commerce Advisors
Tennessee
-$213K -407 Closed
DAS
1128
Dynamic Advisor Solutions
Arizona
-$211K -404 Closed
LFAS
1129
Level Four Advisory Services
Texas
-$211K -403 Closed
KPPF
1130
Klein Pavlis & Peasley Financial
California
-$210K -401 Closed
PIA
1131
Prakash Investment Advisors
Massachusetts
-$209K -400 Closed
NWM
1132
Northwest Wealth Management
Iowa
-$208K -397 Closed
CCM
1133
Canal Capital Management
Virginia
-$207K -395 Closed
GKWIM
1134
Gerber Kawasaki Wealth & Investment Management
California
-$206K -395 Closed
QFW
1135
QTR Family Wealth
Florida
-$210K -393 Closed
MM
1136
MQS Management
New York
-$203K -388 Closed
GCP
1137
GSA Capital Partners
United Kingdom
-$201K -384 Closed
PWA
1138
Pitcairn Wealth Advisors
Pennsylvania
-$217K -359 Closed
JCFM
1139
JBR Co Financial Management
Oklahoma
-$203K -335 Closed
NL
1140
NKCFO LLC
Illinois
-$136K -260 Closed
SOW
1141
State of Wyoming
Wyoming
-$118K -226 Closed
Acadian Asset Management
1142
Acadian Asset Management
Massachusetts
-$108K -207 Closed
WC
1143
Westwind Capital
New Mexico
-$96K -183 Closed
RFP
1144
Root Financial Partners
California
-$87.3K -167 Closed
AGWCA
1145
Annis Gardner Whiting Capital Advisors
Florida
-$78.4K -150 Closed
SIS
1146
Sound Income Strategies
Florida
-$78.3K -146 Closed
AA
1147
Ancora Advisors
Ohio
-$75.3K -144 Closed
CIAM
1148
Caitong International Asset Management
Hong Kong
-$69.5K -133 Closed
RMC
1149
Resources Management Corp
Connecticut
-$43K -82 Closed
GSEP
1150
Golden State Equity Partners
California
-$28.7K -55 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.