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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
FVCM
3851
F&V Capital Management
Florida
$249K
HIF
3852
Hill Island Financial
Michigan
$248K -$975 -1 -0.4%
BFF
3853
Byrne Financial Freedom
Massachusetts
$248K -$127K -130 -34%
HF
3854
Holcombe Financial
Georgia
$248K -$975 -1 -0.4%
SFG
3855
Sather Financial Group
Texas
$247K +$242K +248 New
LFGO
3856
Legacy Financial Group (Oklahoma)
Oklahoma
$246K -$2.92K -3 -1%
AC
3857
AWM Capital
Arizona
$246K -$14.6K -15 -6%
DSA
3858
Droms Strauss Advisors
Missouri
$245K -$78K -80 -25%
FA
3859
FSA Advisors
Michigan
$245K -$18.5M -18,954 -99%
OIS
3860
OneAscent Investment Solutions
Alabama
$245K +$1.95K +2 +0.8%
WWM
3861
Wiser Wealth Management
Georgia
$245K +$240K +246 New
RA
3862
Resolute Advisors
California
$244K +$239K +245 New
AA
3863
AJ Advisors
Tennessee
$244K +$239K +245 New
CPC
3864
Cadia Private Client
New Jersey
$243K
BDL
3865
Bey-Douglas LLC
Georgia
$243K +$238K +244 New
HR
3866
Hardy Reed
Mississippi
$242K +$237K +243 New
GC
3867
Granville Capital
North Carolina
$241K -$29.2K -30 -11%
ECAM
3868
East Coast Asset Management
Massachusetts
$241K
FPB
3869
First PREMIER Bank
South Dakota
$241K
TI
3870
tru Independence
Oregon
$241K +$236K +242 New
FH
3871
FWG Holdings
Florida
$240K +$975 +1 +0.4%
LWAM
3872
Legacy Wealth Asset Management
Minnesota
$240K +$235K +241 New
LFIA
3873
Legacy Financial Independent Advisors
Kentucky
$240K +$235K +241 New
P
3874
Palladiem
Pennsylvania
$240K +$9.74K +10 +5%
IWA
3875
IVC Wealth Advisors
Pennsylvania
$239K +$4.87K +5 +2%

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.