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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
SCP
3701
Stevens Capital Partners
Nebraska
$296K +$62.4K +64 +27%
WFG
3702
Wills Financial Group
Virginia
$296K +$280K +287 New
RRA
3703
Round Rock Advisors
Connecticut
$296K -$40K -41 -12%
BSAM
3704
Blue Square Asset Management
New York
$296K
RB
3705
Rodgers Brothers
Pennsylvania
$296K
TCM
3706
TruNorth Capital Management
Michigan
$296K +$31.2K +32 +12%
AFWM
3707
Arta Finance Wealth Management
California
$296K +$289K +297 New
PP
3708
PFS Partners
New Jersey
$295K +$4.87K +5 +2%
UWM
3709
USAdvisors Wealth Management
Minnesota
$295K -$14.6K -15 -5%
MAM
3710
Mullooly Asset Management
New Jersey
$295K
MIM
3711
Martin Investment Management
Florida
$295K
FF
3712
Foronjy Financial
California
$295K -$2.92K -3 -1%
RW
3713
Regimen Wealth
Georgia
$295K +$975 +1 +0.3%
WMA
3714
West Michigan Advisors
Michigan
$294K -$6.82K -7 -2%
CPCP
3715
Cedar Point Capital Partners
Iowa
$294K +$975 +1 +0.3%
B
3716
BetterWealth
California
$294K +$33.1K +34 +13%
JMA
3717
J.M. Arbour
Maine
$293K -$2.92K -3 -1%
1NWS
3718
1 North Wealth Services
Maryland
$293K -$19.5K -20 -6%
SL
3719
StoryOne LLC
Kansas
$293K
CCM
3720
Crew Capital Management
Ohio
$292K +$34.1K +35 +14%
DFG
3721
Demars Financial Group
Washington
$292K +$52.6K +54 +23%
BWMG
3722
Barnes Wealth Management Group
California
$292K -$60.4K -62 -17%
SLT
3723
St Louis Trust
Missouri
$292K
PFGWM
3724
Price Financial Group Wealth Management
Oregon
$291K
AFAS
3725
Acorn Financial Advisory Services
Virginia
$291K

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.