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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
CP
3826
Castleview Partners
Texas
$258K +$7.8K +8 +3%
EFP
3827
EnRich Financial Partners
Wisconsin
$257K
MCA
3828
Midwest Capital Advisors
Michigan
$257K +$31.2K +32 +14%
MSWMA
3829
Market Street Wealth Management Advisors
Indiana
$256K -$1.58M -1,618 -86%
MIC
3830
Means Investment Company
Maine
$256K -$57.5K -59 -19%
PFM
3831
Patton Fund Management
Texas
$255K
OWA
3832
ORBA Wealth Advisors
Illinois
$255K
VR
3833
Valued Retirements
Texas
$255K +$20.5K +21 +9%
WMA
3834
William Mack & Associates
Michigan
$255K -$3.9K -4 -2%
VCWA
3835
Vanguard Capital Wealth Advisors
Colorado
$254K -$96.5K -99 -28%
SWM
3836
Stapp Wealth Management
Washington
$253K
DI
3837
Disciplined Investments
Oklahoma
$253K +$248K +254 New
NWM
3838
Nova Wealth Management
Florida
$253K +$32.2K +33 +15%
MFGM
3839
Marshall Financial Group (Maryland)
Maryland
$253K +$10.7K +11 +5%
WFA
3840
WMG Financial Advisors
Tennessee
$252K -$29.2K -30 -11%
FPW
3841
Flywheel Private Wealth
California
$252K
CAG
3842
Carroll Advisory Group
Texas
$252K -$29.2K -30 -11%
HP
3843
HT Partners
Connecticut
$251K +$246K +252 New
OWA
3844
One Wealth Advisors
California
$251K
SC
3845
Schiavi & Co
Delaware
$251K +$1.95K +2 +0.8%
4WM
3846
49 Wealth Management
Texas
$251K +$246K +252 New
WA
3847
WPG Advisers
Maryland
$250K +$3.9K +4 +2%
CA
3848
Chatterton & Associates
California
$250K
JHC
3849
J. Hagan Capital
Kentucky
$249K +$244K +250 New
LW
3850
Libra Wealth
California
$249K -$55.5K -57 -19%

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.