We are live on ! Find out more
COST icon

Costco

4,238 hedge funds and large institutions have $318B invested in Costco in 2026 Q1 according to their latest regulatory filings, with 320 funds opening new positions, 1,782 increasing their positions, 1,623 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 320 | Existing positions closed: 124

49% more funds holding in top 10

Funds holding in top 10: 187279 (+92)

17% more capital invested

Capital invested by funds: $273B → $318B (+$45.5B)

3% more funds holding

Funds holding: 4,1144,238 (+124)

10% more repeat investments, than reductions

Existing positions increased: 1,782 | Existing positions reduced: 1,623

0.57% less ownership

Funds ownership: 72.74%72.17% (-0.57%)

8% less call options, than puts

Call options by funds: $7.06B | Put options by funds: $7.69B

Holders
4,238
Holders Change
+124
Holders Change %
+3.01%
% of All Funds
52.12%
Holding in Top 10
279
Holding in Top 10 Change
+92
Holding in Top 10 Change %
+49.2%
% of All Funds
3.43%
New
320
Increased
1,782
Reduced
1,623
Closed
124
Calls
$7.06B
Puts
$7.69B
Net Calls
-$629M
Net Calls Change
-$432M
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
276
Pathstone Holdings
New Jersey
$93.8M -$1.61M -1,649 -2%
OC
277
Oppenheimer & Co
New York
$93.4M +$2.83M +2,907 +3%
AB
278
Amalgamated Bank
New York
$93.2M -$2.71M -2,784 -3%
RIM
279
Rakuten Investment Management
Japan
$91.8M +$9.63M +9,878 +12%
GFM
280
GF Fund Management
China
$91M -$9.82M -10,076 -10%
NIM
281
Northeast Investment Management
Massachusetts
$90.9M -$647K -664 -0.7%
Calamos Advisors
282
Calamos Advisors
Illinois
$90.7M +$2.84M +2,913 +3%
Thrivent Financial for Lutherans
283
Thrivent Financial for Lutherans
Minnesota
$90.1M -$7.97M -8,181 -8%
RFC
284
Regions Financial Corp
Alabama
$88.9M -$2.43M -2,490 -3%
CFB
285
Cullen/Frost Bankers
Texas
$88.1M -$1.93M -1,984 -2%
UB
286
UMB Bank
Missouri
$88.1M -$1.48M -1,519 -2%
BPWM
287
Badgley Phelps Wealth Managers
Washington
$88.1M -$2.53M -2,598 -3%
OIAM
288
OFI Invest Asset Management
France
$87.2M -$33.9M -34,760 -26%
BEI
289
Benjamin Edwards Inc
Missouri
$85.7M -$2.03M -2,086 -2%
II
290
IFM Investors
Australia
$85.7M +$1.8M +1,842 +2%
Wealth Enhancement Advisory Services
291
Wealth Enhancement Advisory Services
Minnesota
$85.1M -$9.78M -10,039 -8%
AS
292
Aware Super
Australia
$84.7M +$82.9M +85,043 New
ATO
293
Alecta Tjanstepension Omsesidigt
Sweden
$84.6M -$22.2M -22,800 -21%
Jacobs Levy Equity Management
294
Jacobs Levy Equity Management
New Jersey
$84.5M +$9.85M +10,109 +14%
NC
295
Nicholas Company
Wisconsin
$84.2M -$3.69M -3,782 -4%
JIC
296
Johnson Investment Counsel
Ohio
$84.1M -$84.8K -87 -0.1%
NB
297
Norinchukin Bank
Japan
$83.8M -$1.86M -1,910 -2%
HF
298
HRT Financial
New York
$83M +$50.9M +52,236 +168%
DCM
299
Donaldson Capital Management
Indiana
$83M -$637K -654 -0.8%
P
300
PensionDanmark
Denmark
$82.9M +$1.65M +1,696 +2%

COST Hedge Fund Activity: Q1 2026 in Review

4,238 of the 8,132 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q1 2026, worth a combined $318B — up 17% from $273B a quarter earlier.

Buyers outnumbered sellers: 320 funds opened new COST positions and 124 closed out — a net gain of 196 holders — while 1,782 added to existing stakes and 1,623 trimmed.

The largest buyer was Diamant Asset Management, adding an estimated $6.55B. The largest seller was Corient Private Wealth, cutting an estimated $6.07B.

  • 4,238 institutional investors held Costco (COST) as of Q1 2026, up from 4,114 in Q4 2025.
  • Funds reported $318B of Costco stock for Q1 2026, up 17% quarter-over-quarter.
  • 320 funds opened new Costco positions in Q1 2026 and 124 closed out, a net change of +196 holders.
  • The largest Costco buyer in Q1 2026 was Diamant Asset Management, an estimated $6.55B added.
  • The largest Costco seller in Q1 2026 was Corient Private Wealth, an estimated $6.07B sold.

Based on aggregated 13F filings for Q1 2026.