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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
GIM
3626
Gold Investment Management
Alberta, Canada
$324K
PA
3627
Promethium Advisors
Maryland
$324K
ACM
3628
Armbruster Capital Management
New York
$323K
GIC
3629
GFI Investment Counsel
Ontario, Canada
$323K +$65.3K +67 +26%
SM
3630
Sensible Money
Arizona
$322K
JFA
3631
JNBA Financial Advisors
Minnesota
$322K +$25.3K +26 +9%
KF
3632
Ketron Financial
California
$320K +$29.2K +30 +10%
WAS
3633
WESPAC Advisors SoCal
California
$320K
IA
3634
IMZ Advisory
Florida
$319K +$2.92K +3 +0.9%
IFU
3635
iSAM Funds (UK)
United Kingdom
$318K +$311K +319 New
EBA
3636
Eagle Bay Advisors
New York
$318K -$52.6K -54 -14%
SWM
3637
Shrier Wealth Management
California
$317K +$310K +318 New
MPCA
3638
Madison Park Capital Advisors
Washington
$317K -$975 -1 -0.3%
RAM
3639
Riggs Asset Management
Pennsylvania
$317K
TLCM
3640
Twin Lakes Capital Management
California
$317K
SWM
3641
StoneCrest Wealth Management
Arizona
$316K -$197K -202 -39%
RWM
3642
RMG Wealth Management
Wisconsin
$316K +$5.85K +6 +2%
BFS
3643
Burr Financial Services
California
$315K
SPWG
3644
Sage Private Wealth Group
Illinois
$315K +$9.74K +10 +3%
GC
3645
Grange Capital
Oregon
$314K -$100K -103 -25%
SC
3646
Soundwatch Capital
Connecticut
$314K -$26.3K -27 -8%
HIM
3647
HughesLittle Investment Management
$314K
KFS
3648
Kelly Financial Services
Massachusetts
$313K +$53.6K +55 +21%
PFA
3649
Presper Financial Architects
Ohio
$313K +$15.6K +16 +5%
CG
3650
Clarus Group
Texas
$313K

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.