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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
GIA
151
GHP Investment Advisors
Colorado
$17.2M +$294K +463 +1%
ECSS
152
Eurizon Capital SGR SpA
$17M +$633K +995 +3%
BBCM
153
Broad Bay Capital Management
New York
$16.8M +$20.4M +32,100 New
AIM
154
Achmea Investment Management
Netherlands
$16.3M -$2.99M -4,705 -13%
KBC Group
155
KBC Group
Belgium
$16.2M -$2.32M -3,641 -10%
Handelsbanken Fonder
156
Handelsbanken Fonder
Sweden
$15.6M -$165K -259 -0.9%
NC
157
Nicholas Company
Wisconsin
$15.6M -$4.08M -6,420 -18%
RAM
158
Rempart Asset Management
Canada
$15.5M -$2.2M -3,454 -10%
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$15.2M +$723K +1,137 +4%
SAM
160
Silvercrest Asset Management
New York
$14.9M +$17.3M +27,255 +2,149%
AAF
161
Andra AP-fonden
Sweden
$14.6M -$80.5M -126,582 -82%
BBA
162
Baader Bank Aktiengesellschaft
Germany
$14.6M +$420K +660 +2%
Schroder Investment Management Group
163
Schroder Investment Management Group
United Kingdom
$14.4M -$4.63M -7,277 -21%
SLAM
164
Swiss Life Asset Management
$13.8M +$735K +1,156 +5%
FMI
165
F/M Investments
District of Columbia
$13.4M +$115K +181 +0.7%
BFM
166
Boothbay Fund Management
New York
$13.3M +$11.1M +17,524 +220%
Walleye Capital
167
Walleye Capital
New York
$13.3M +$15M +23,560 +1,226%
Arrowstreet Capital
168
Arrowstreet Capital
Massachusetts
$13.1M +$10.9M +17,075 +214%
Impax Asset Management Group
169
Impax Asset Management Group
United Kingdom
$12.8M -$9.7M -15,250 -38%
New York State Common Retirement Fund
170
New York State Common Retirement Fund
New York
$12.8M -$127K -200 -0.8%
HMCP
171
Hook Mill Capital Partners
New York
$12.7M -$5.16M -8,107 -25%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.6M -$637K -1,002 -4%
BWP
173
Baldwin Wealth Partners
Massachusetts
$12.4M -$1.97M -3,105 -12%
SCM
174
Stanley Capital Management
Texas
$12.4M
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$12.4M -$2.98M -4,689 -17%

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.