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
COCM
3801
Charter Oak Capital Management
New Hampshire
$265K
SPWM
3802
Smith Partners Wealth Management
North Carolina
$265K
AFP
3803
ATX Financial Planning
Texas
$264K -$166K -170 -39%
BL
3804
Balentine LLC
Georgia
$264K -$10.7K -11 -4%
TCFP
3805
Treasure Coast Financial Planning
Florida
$264K -$6.82K -7 -3%
GWL
3806
Generations Wealth LLC
Ohio
$263K +$257K +264 New
SFS
3807
Security Financial Services
Indiana
$263K -$214K -220 -45%
CIG
3808
Cullen Investment Group
Louisiana
$262K
LCC
3809
Lincoln Capital Corp
Rhode Island
$262K
PK
3810
Pflug Koory
Nebraska
$262K
IWP
3811
Insight Wealth Partners
Texas
$262K +$4.87K +5 +2%
VRM
3812
Vectors Research Management
New York
$262K +$256K +263 New
HFP
3813
Holistic Financial Partners
Indiana
$262K +$2.92K +3 +1%
MBI
3814
May Barnhard Investments
Maryland
$261K -$35.1K -36 -12%
CC
3815
Citrine Capital
California
$261K +$255K +262 New
CFAM
3816
Center For Asset Management
Florida
$260K +$16.6K +17 +7%
MWA
3817
Merkkuri Wealth Advisors
New York
$260K +$1.95K +2 +0.8%
TF
3818
Tandem Financial
Colorado
$259K +$39K +40 +18%
SC
3819
Sawyer & Company
Massachusetts
$259K -$107K -110 -30%
RWFS
3820
Rayburn West Financial Services
Tennessee
$259K
WAM
3821
WealthTrust Asset Management
Florida
$259K +$253K +260 New
MF
3822
Manuka Financial
Virginia
$259K
ORC
3823
O'Rourke & Company
Massachusetts
$258K +$252K +259 New
MSWM
3824
Mowery & Schoenfeld Wealth Management
Illinois
$258K -$118K -121 -32%
AG
3825
Advocate Group
Minnesota
$258K +$2.92K +3 +1%

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.