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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
Mercer Global Advisors
126
Mercer Global Advisors
Colorado
$21.8M +$4M +6,295 +18%
PPF
127
PFA Pension Forsikringsaktieselskab
$21.7M +$635K +999 +2%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$21.1M
Ensign Peak Advisors
129
Ensign Peak Advisors
Utah
$20.7M +$2.47M +3,887 +11%
Focus Partners Wealth
130
Focus Partners Wealth
Massachusetts
$20.6M +$10.6M +16,602 +73%
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$20.2M -$130K -204 -0.5%
CCM
132
Coerente Capital Management
Ontario, Canada
$20M +$261K +411 +1%
Aberdeen Group
133
Aberdeen Group
United Kingdom
$19.9M -$1.1M -1,733 -4%
NLGIA
134
Nippon Life Global Investors Americas
New York
$19.8M +$4.94M +7,770 +26%
PAM
135
Panagora Asset Management
Massachusetts
$19.2M +$23.2M +36,418 +8,904%
BAMF
136
BI Asset Management Fondsmaeglerselskab
Denmark
$19.2M -$1.38M -2,164 -6%
Millennium Management
137
Millennium Management
New York
$19.2M -$41.4M -65,124 -64%
Canada Life
138
Canada Life
Manitoba, Canada
$19.1M -$77K -121 -0.3%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$18.9M -$270K -424 -1%
YIH
140
Y-Intercept (HK)
Hong Kong
$18.9M +$23M +36,176 New
SG Americas Securities
141
SG Americas Securities
New York
$18.7M +$8M +12,583 +54%
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$18.7M +$11.2M +17,625 +97%
KK
143
KLP Kapitalforvaltning
Norway
$18.7M
DCM
144
Driehaus Capital Management
Illinois
$18.1M +$6.92M +10,886 +46%
Voloridge Investment Management
145
Voloridge Investment Management
Florida
$18M +$21.9M +34,444 New
Royal London Asset Management
146
Royal London Asset Management
United Kingdom
$17.9M +$31.8K +50 +0.1%
HCM
147
Hollencrest Capital Management
California
$17.9M -$63.6K -100 -0.3%
Korea Investment Corp
148
Korea Investment Corp
South Korea
$17.8M -$8.92M -14,020 -29%
Connor, Clark & Lunn Investment Management (CC&L)
149
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$17.6M +$21.4M +33,641 New
IMRF
150
Illinois Municipal Retirement Fund
Illinois
$17.5M -$2.41M -3,793 -10%

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.