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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
RFM
3726
Royal Fund Management
Florida
$291K +$975 +1 +0.3%
WLIM
3727
White Lighthouse Investment Management
Massachusetts
$290K +$1.95K +2 +0.7%
VPWA
3728
Vestia Personal Wealth Advisors
Indiana
$290K +$55.5K +57 +24%
KWM
3729
Koa Wealth Management
California
$290K -$36.1K -37 -11%
MWM
3730
Mosley Wealth Management
California
$290K -$48.7K -50 -14%
MWM
3731
MBE Wealth Management
Wisconsin
$289K -$14.6K -15 -5%
FB
3732
Finward Bancorp
Indiana
$289K -$585K -600 -67%
BWM
3733
BAM Wealth Management
Colorado
$289K -$24.4K -25 -8%
AWP
3734
Atlas Wealth Partners
Pennsylvania
$289K
JWWM
3735
Johnson & White Wealth Management
Pennsylvania
$289K +$14.6K +15 +5%
CCM
3736
Chiron Capital Management
Florida
$289K +$283K +290 New
TWM
3737
TSA Wealth Management
Texas
$289K +$283K +290 New
AR
3738
Apeiron RIA
Texas
$289K -$181K -186 -39%
BRM
3739
Boston Research & Management
Massachusetts
$288K
IWM
3740
IMG Wealth Management
Florida
$288K -$4.87K -5 -2%
SFP
3741
SwitchPoint Financial Planning
Utah
$286K +$5.85K +6 +2%
EWA
3742
Evolution Wealth Advisors
Florida
$286K
SF
3743
SWP Financial
California
$286K +$975 +1 +0.3%
GJIA
3744
Glass Jacobson Investment Advisors
Maryland
$285K
ICM
3745
Intrepid Capital Management
Florida
$285K +$1.95K +2 +0.7%
NIWA
3746
New Insight Wealth Advisors
California
$285K -$32.2K -33 -10%
WIA
3747
Wealthedge Investment Advisors
New York
$284K +$12.7K +13 +5%
WPA
3748
Winning Points Advisors
Florida
$284K
AA
3749
Auctus Advisors
North Carolina
$284K -$151K -155 -35%
SIA
3750
Spectrum Investment Advisors
Wisconsin
$283K +$8.77K +9 +3%

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.