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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
AA
1201
Advisory Alpha
Michigan
-$201K -332 Closed
VCMGDR
1202
Vinland Capital Management Gestora de Recursos
Brazil
-$171K -269 Closed
PL
1203
PeakShares LLC
Florida
-$158K -261 Closed
MA
1204
Modus Advisors
Minnesota
-$113K -187 Closed
LWANC
1205
Laurel Wealth Advisors (North Carolina)
North Carolina
-$90.8K -150 Closed
SIM
1206
Sentry Investment Management
Wisconsin
-$61K -100 Closed
MIFH
1207
Migdal Insurance & Financial Holdings
Israel
-$55K -91 Closed
FHA
1208
Flagship Harbor Advisors
Massachusetts
-$43.6K -72 Closed
GWM
1209
Greenline Wealth Management
Florida
-$36.5K -60 Closed
A
1210
AlphaQuest
New York
-$27.8K -46 Closed
SIS
1211
Strategic Investment Solutions
Illinois
-$26.6K -44 Closed
VWWMG
1212
Vermillion & White Wealth Management Group
Pennsylvania
-$23.6K -39 Closed
EW
1213
Elyxium Wealth
California
-$21.2K -35 Closed
MWA
1214
Medallion Wealth Advisors
Connecticut
-$15.1K -25 Closed
ADL
1215
Asset Dedication LLC
California
-$7.26K -12 Closed
CWM
1216
Cedar Wealth Management
California
-$6.66K -11 Closed
HHMI
1217
Howard Hughes Medical Institute
Maryland
-$6.05K -10 Closed
VNA
1218
Valley National Advisers
Pennsylvania
-$4K -8 Closed
MCA
1219
McGuire Capital Advisors
Oklahoma
-$3.63K -6 Closed
WWA
1220
Wealth Watch Advisors
Colorado
-$3.63K -6 Closed
MBFW
1221
Morton Brown Family Wealth
Pennsylvania
-$3.02K -5 Closed
OC
1222
Optima Capital
Oregon
-$1.81K -3 Closed
MSWM
1223
Mowery & Schoenfeld Wealth Management
Illinois
-$1.21K -2 Closed
WW
1224
Winnow Wealth
Texas
-$1.21K -2 Closed
MAM
1225
Marquette Asset Management
Minnesota
-$606 -1 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.