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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
TI
201
Tidal Investments
Wisconsin
$7.92M +$2.29M +4,513 +35%
GIA
202
Guyasuta Investment Advisors
Pennsylvania
$7.88M +$8.87M +17,481 New
WAM
203
Winslow Asset Management
Ohio
$7.85M +$128K +252 +1%
Cerity Partners
204
Cerity Partners
New York
$7.81M -$3.11M -6,132 -26%
VanEck Associates
205
VanEck Associates
New York
$7.59M -$281K -553 -3%
Stifel Financial
206
Stifel Financial
Missouri
$7.11M -$113K -223 -1%
BIG
207
Boothe Investment Group
Delaware
$7.01M +$1.05M +2,068 +15%
OLA
208
Oliver Luxxe Assets
New Jersey
$6.94M -$229K -451 -3%
BHC
209
Bowen Hanes & Co
Florida
$6.94M
UF
210
Univest Financial
Pennsylvania
$6.91M -$152K -299 -2%
ASA
211
Axxion S.A.
Luxembourg
$6.85M +$7.71M +15,184 New
WPW
212
Warther Private Wealth
Ohio
$6.79M +$7.64M +15,055 New
SAM
213
SEB Asset Management
$6.77M -$288K -568 -4%
BP
214
Baypointe Partners
Connecticut
$6.76M +$7.62M +15,000 New
Baird Financial Group
215
Baird Financial Group
Wisconsin
$6.71M +$30.5K +60 +0.4%
Commonwealth Equity Services
216
Commonwealth Equity Services
Massachusetts
$6.67M +$1.62M +3,190 +27%
State of New Jersey Common Pension Fund D
217
State of New Jersey Common Pension Fund D
New Jersey
$6.53M -$534K -1,051 -7%
NA
218
NewEdge Advisors
Louisiana
$6.52M -$153K -301 -2%
Ohio Public Employees Retirement System (OPERS)
219
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.47M -$4.97M -9,796 -41%
SOMRS
220
State of Michigan Retirement System
Michigan
$6.43M +$50.8K +100 +0.7%
Wealth Enhancement Advisory Services
221
Wealth Enhancement Advisory Services
Minnesota
$6.39M -$1.01M -1,994 -11%
CIBC World Market
222
CIBC World Market
Ontario, Canada
$6.36M -$1.85M -3,646 -21%
BDLIB
223
Banque de Luxembourg Investments (BLI)
Luxembourg
$6.3M +$863K +1,700 +14%
LF
224
Lansforsakringar Fondforvaltning
Sweden
$6.21M -$766K -1,508 -10%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$6.18M -$3.26M -6,412 -32%

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.