We are live on ! Find out more
COST icon

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
SIA
3751
Sovereign Investment Advisors
Arizona
$282K +$276K +283 New
FSAG
3752
Financial Solutions Advisory Group
Illinois
$281K +$275K +282 New
GRA
3753
Golden Road Advisors
Florida
$281K +$45.8K +47 +20%
DF
3754
Dunhill Financial
United Kingdom
$281K +$13.6K +14 +5%
RIM
3755
Rockbridge Investment Management
New York
$280K -$1.95K -2 -0.7%
LWP
3756
LFG Wealth Partners
Kentucky
$280K
PC
3757
Port Capital
Illinois
$280K -$92.6K -95 -25%
CFFP
3758
Center for Financial Planning
Michigan
$280K -$8.77K -9 -3%
BDL
3759
Banque de Luxembourg
Luxembourg
$280K
NC
3760
Nixon Capital
Texas
$279K
IAS
3761
IMA Advisory Services
Colorado
$279K
CFG
3762
Compton Financial Group
Maryland
$279K +$36.1K +37 +15%
HFS
3763
Hughes Financial Services
Virginia
$278K +$12.7K +13 +5%
SF
3764
Steffes Financial
Kansas
$278K
IQI
3765
Integrated Quantitative Investments
Washington
$278K +$272K +279 New
ACM
3766
Advance Capital Management
Michigan
$278K +$7.8K +8 +3%
OFP
3767
OLIO Financial Planning
Virginia
$278K
SF
3768
Seros Financial
Arizona
$276K -$19.5K -20 -7%
CFS
3769
Cannon Financial Strategists
Georgia
$276K +$17.5K +18 +7%
UWP
3770
Uniting Wealth Partners
Kansas
$276K +$1.95K +2 +0.7%
LC
3771
LCNB Corp
Ohio
$276K +$3.9K +4 +1%
BDPWM
3772
Barnes Dennig Private Wealth Management
Ohio
$276K +$25.3K +26 +10%
AF
3773
Align Financial
Minnesota
$275K -$232M -237,813 -100%
CWA
3774
Cornerstone Wealth Advisors
Minnesota
$275K
BFS
3775
Beacon Financial Strategies
North Carolina
$275K

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.