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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
VEA
1151
Virtus ETF Advisers
New York
-$28.7K -55 Closed
WPA
1152
Wealth Preservation Advisors
Tennessee
-$24K -46 Closed
HCA
1153
Harbor Capital Advisors
Illinois
-$21K -40 Closed
SR
1154
Swiss Re
Switzerland
-$17.2K -33 Closed
BDPWM
1155
Barnes Dennig Private Wealth Management
Ohio
-$16.2K -31 Closed
TPWA
1156
Twin Peaks Wealth Advisors
California
-$13.6K -26 Closed
WSFG
1157
Wall Street Financial Group
Illinois
-$13.1K -25 Closed
FFG
1158
Forum Finance Group
-$8K -20 Closed
AA
1159
Addison Advisors
Vermont
-$8.89K -17 Closed
DI
1160
DAGCO Inc
Ohio
-$8.36K -16 Closed
GWSA
1161
Global Wealth Strategies & Associates
Colorado
-$6.79K -13 Closed
KAS
1162
Kemnay Advisory Services
New York
-$6.79K -13 Closed
TWM
1163
TopTier Wealth Management
Wisconsin
-$5.23K -10 Closed
USB
1164
Union Savings Bank
Connecticut
-$5.23K -10 Closed
TIAA Trust, National Association
1165
TIAA Trust, National Association
North Carolina
-$4.7K -9 Closed
BSB
1166
Bangor Savings Bank
Maine
-$3.66K -7 Closed
CFG
1167
Clayton Financial Group
Missouri
-$3.66K -7 Closed
IWS
1168
Intentional Wealth Strategies
Colorado
-$3.66K -7 Closed
KFG
1169
Kingdom Financial Group
Arizona
-$2.61K -5 Closed
LWMI
1170
Legacy Wealth Management (Idaho)
Idaho
-$2.61K -5 Closed
LAS
1171
Lloyd Advisory Services
Georgia
-$2.61K -5 Closed
MWM
1172
Magnolia Wealth Management
Alabama
-$2.09K -4 Closed
DWM
1173
Dogwood Wealth Management
Kansas
-$1.57K -3 Closed
EF
1174
Entrust Financial
Pennsylvania
-$1.57K -3 Closed
VWM
1175
Vermillion Wealth Management
Minnesota
-$1.57K -3 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.