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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
TCM
1176
Traynor Capital Management
Pennsylvania
-$230K -380 Closed
SFG
1177
Synergy Financial Group
California
-$229K -378 Closed
VCA
1178
Verdence Capital Advisors
Maryland
-$229K -378 Closed
CIA
1179
Choate Investment Advisors
Massachusetts
-$228K -377 Closed
IP
1180
Isthmus Partners
Wisconsin
-$228K -377 Closed
CCG
1181
Ceeto Capital Group
Florida
-$227K -375 Closed
GPWM
1182
Grant Private Wealth Management
California
-$227K -375 Closed
SMA
1183
Sage Mountain Advisors
Georgia
-$225K -372 Closed
VFA
1184
Valeo Financial Advisors
Indiana
-$224K -371 Closed
JSC
1185
Jackson Square Capital
California
-$224K -370 Closed
AC
1186
AlphaCore Capital
California
-$223K -369 Closed
ILI
1187
Invesco LLC (Illinois)
Illinois
-$223K -369 Closed
JF
1188
Jump Financial
Illinois
-$223K -368 Closed
FLPIM
1189
F.L. Putnam Investment Management
Massachusetts
-$222K -367 Closed
MFGM
1190
Marshall Financial Group (Maryland)
Maryland
-$221K -365 Closed
SP
1191
Symmetry Partners
Connecticut
-$220K -364 Closed
JWBC
1192
J.W. Burns & Co
New York
-$215K -355 Closed
CA
1193
Commerzbank Aktiengesellschaft
Germany
-$206K -340 Closed
DADC
1194
D.A. Davidson & Co
Montana
-$206K -340 Closed
BIG
1195
Brookwood Investment Group
Arizona
-$205K -339 Closed
SMA
1196
Seven Mile Advisory
New Jersey
-$203K -336 Closed
PP
1197
PDS Planning
Ohio
-$203K -335 Closed
SRL
1198
Scientech Research LLC
New Jersey
-$202K -334 Closed
HCM
1199
Howard Capital Management
Georgia
-$201K -333 Closed
JIC
1200
Joel Isaacson & Co
New York
-$201K -333 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.