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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
FFM
1151
Forum Financial Management
Illinois
-$491K -812 Closed
TA
1152
TrueWealth Advisors
Alabama
-$480K -793 Closed
IFU
1153
iSAM Funds (UK)
United Kingdom
-$476K -787 Closed
TL
1154
Tradewinds LLC
North Carolina
-$476K -786 Closed
BCI
1155
Brinker Capital Investments
Pennsylvania
-$452K -746 Closed
RSWM
1156
Robertson Stephens Wealth Management
California
-$448K -740 Closed
BT
1157
Banque Transatlantique
France
-$435K -718 Closed
MAM
1158
Martingale Asset Management
Massachusetts
-$432K -714 Closed
AFCM
1159
Applied Finance Capital Management
Puerto Rico
-$412K -681 Closed
IA
1160
IFG Advisory
Georgia
-$390K -645 Closed
ICP
1161
Interchange Capital Partners
Pennsylvania
-$373K -616 Closed
VF
1162
Virtu Financial
New York
-$353K -585 Closed
TIA
1163
Traphagen Investment Advisors
New Jersey
-$351K -580 Closed
WFI
1164
West Family Investments
California
-$327K -540 Closed
WH
1165
Wallace Hart
Kentucky
-$318K -526 Closed
BCM
1166
Bayesian Capital Management
New York
-$293K -484 Closed
PFGIA
1167
Patriot Financial Group Insurance Agency
Massachusetts
-$276K -457 Closed
PFS
1168
Prospera Financial Services
Texas
-$273K -451 Closed
WFA
1169
Wellspring Financial Advisors
Ohio
-$269K -444 Closed
CC
1170
Courier Capital
New York
-$267K -441 Closed
ACM
1171
Alta Capital Management
Utah
-$261K -431 Closed
XWL
1172
XXI Wealth LLC
Illinois
-$243K -401 Closed
HH
1173
Hilltop Holdings
Texas
-$234K -387 Closed
WANY
1174
Wealthspire Advisors (New York)
New York
-$233K -385 Closed
MCM
1175
Marathon Capital Management
Maryland
-$231K -381 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.