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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
AAF
351
Andra AP-fonden
Sweden
$62.4M +$45.2M +46,342 +285%
NLGIA
352
Nippon Life Global Investors Americas
New York
$61.9M -$1.52M -1,560 -2%
SGAM
353
Smith Group Asset Management
Texas
$61.7M +$4.99M +5,119 +9%
NYLIM
354
New York Life Investment Management
New York
$61.5M +$901K +925 +2%
AAIS
355
ABN AMRO Investment Solutions
$61.4M +$37.5M +38,454 +166%
JAM
356
Jupiter Asset Management
United Kingdom
$61M
FLPIM
357
F.L. Putnam Investment Management
Massachusetts
$60.6M -$333K -342 -0.6%
HP
358
Hosking Partners
United Kingdom
$60.4M -$6.38M -6,543 -10%
CA
359
Clearstead Advisors
Ohio
$59.7M +$12.2M +12,489 +26%
AWM
360
AE Wealth Management
Kansas
$59.4M -$14.6M -15,025 -20%
SCM
361
Shelton Capital Management
Colorado
$59.2M -$3.46M -3,548 -6%
DPL
362
Danica Pension Livsforsikrings
$58.9M +$37.8M +38,742 +190%
Fidelity International
363
Fidelity International
Bermuda
$58.5M +$7M +7,187 +14%
CC
364
Chicago Capital
Illinois
$58.3M -$3.7M -3,799 -6%
N
365
Natixis
France
$57.4M +$11.5M +11,813 +26%
CBUSF
366
Construction & Building Unions Superannuation Fund
Australia
$57.3M +$4.05M +4,160 +8%
NFGCM
367
Norman Fields Gottscho Capital Management
New York
$57M -$12.7K -13 -0%
SOADOR
368
State of Alaska Department of Revenue
Alaska
$56M +$92.6K +95 +0.2%
IMRF
369
Illinois Municipal Retirement Fund
Illinois
$55.1M -$1.68M -1,720 -3%
AWM
370
Apollon Wealth Management
South Carolina
$54.8M +$7.63M +7,834 +17%
ACM
371
Aljian Capital Management
Nevada
$54.5M -$1.14M -1,171 -2%
BPA
372
Beacon Pointe Advisors
California
$54.3M +$5.44M +5,582 +11%
DWM
373
Dakota Wealth Management
Florida
$53.6M +$2.72M +2,790 +5%
HCMG
374
Howard Capital Management Group
California
$53.6M -$1.35M -1,384 -3%
VF
375
Vest Financial
Virginia
$53.5M +$12.2M +12,477 +30%

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.