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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
QCM
301
QRG Capital Management
Illinois
$82.1M +$7.61M +7,806 +10%
MT
302
Midwest Trust
Kansas
$81.4M +$5.07M +5,200 +7%
Carson Wealth (CWM LLC)
303
Carson Wealth (CWM LLC)
Nebraska
$80.5M +$8.81M +9,042 +13%
UCFA
304
United Capital Financial Advisors
Texas
$80.4M -$2.63M -2,703 -3%
PGFC
305
Peapack-Gladstone Financial Corp
New Jersey
$79.8M -$813K -834 -1%
KPWS
306
Kestra Private Wealth Services
Texas
$79.5M +$4.89M +5,020 +7%
VPIM
307
Vanguard Personalized Indexing Management
California
$78.3M +$9.17M +9,408 +14%
AM
308
AGF Management
Ontario, Canada
$77.6M -$66.9M -68,652 -47%
PFPG
309
Pinnacle Financial Partners (Georgia)
Georgia
$77.6M +$585K +600 +0.8%
PI
310
PineBridge Investments
New York
$75.8M -$6.04M -6,203 -8%
PAG
311
Private Advisor Group
New Jersey
$75.7M -$2M -2,048 -3%
Fiera Capital (Canada)
312
Fiera Capital (Canada)
Quebec, Canada
$75.5M +$176K +181 +0.2%
GIA
313
Gateway Investment Advisers
Ohio
$75M -$14.7M -15,108 -17%
MG
314
Marex Group
$74.8M +$70.4M +72,288 +2,594%
DWM
315
Destination Wealth Management
California
$74.5M +$813K +834 +1%
CAG
316
Crestwood Advisors Group
Massachusetts
$73.8M +$903K +927 +1%
SC
317
Sapient Capital
Indiana
$73.5M -$20M -20,556 -22%
AF
318
Allworth Financial
California
$73.2M +$5.03M +5,163 +8%
PHAM
319
Pacific Heights Asset Management
California
$72.7M +$975K +1,000 +1%
CII
320
Capital International Inc
California
$72.6M +$11.9M +12,227 +20%
URS
321
Utah Retirement Systems
Utah
$71.9M -$1.14M -1,171 -2%
UIM
322
USS Investment Management
United Kingdom
$71.6M +$1.5M +1,539 +2%
IGAM
323
iA Global Asset Management
Quebec, Canada
$71M +$15.3M +15,699 +28%
HCM
324
Hollencrest Capital Management
California
$70.3M +$2.14M +2,198 +3%
Lord, Abbett & Co
325
Lord, Abbett & Co
New Jersey
$70.2M +$14.6K +15 +0%

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.