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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
VDC
3901
Van Diest Capital
Iowa
$232K -$116K -119 -34%
OWCM
3902
One Wealth Capital Management
Arizona
$232K -$1.95K -2 -0.9%
LPFG
3903
Landing Point Financial Group
Ohio
$231K
HP
3904
Haven Private
Florida
$231K
SGWM
3905
Sterling Group Wealth Management
California
$231K +$226K +232 New
BCWM
3906
Ball & Co Wealth Management
Tennessee
$231K
OPWM
3907
Oxinas Partners Wealth Management
Indiana
$231K +$226K +232 New
BRPW
3908
Ballast Rock Private Wealth
South Carolina
$231K +$225K +231 New
BFP
3909
Birchwood Financial Partners
Minnesota
$230K
CWI
3910
Conscious Wealth Investments
Florida
$230K +$3.9K +4 +2%
AA
3911
ACT Advisors
North Carolina
$230K +$225K +231 New
ANB
3912
Amarillo National Bank
Texas
$230K +$225K +231 New
APW
3913
Aurora Private Wealth
New Jersey
$230K
GB
3914
Goepper Burkhardt
South Carolina
$230K +$225K +231 New
FFG
3915
Fortress Financial Group
Minnesota
$229K +$224K +230 New
OLA
3916
Oliver Luxxe Assets
New Jersey
$229K +$224K +230 New
GTWM
3917
Global Trust Wealth Management
Florida
$229K -$155K -159 -41%
CIA
3918
Cascade Investment Advisors
Oregon
$229K +$224K +230 New
EARNEST Partners
3919
EARNEST Partners
Georgia
$229K +$224K +230 New
OA
3920
Oak Associates
Ohio
$229K +$224K +230 New
PCM
3921
Park Capital Management
Wisconsin
$229K +$224K +230 New
T
3922
Tableaux
Massachusetts
$229K +$224K +230 New
CWL
3923
Causey Wealth LLC
Colorado
$229K -$14.6K -15 -6%
CCT
3924
Chemung Canal Trust
New York
$228K -$3.9K -4 -2%
MWA
3925
Martel Wealth Advisors
Washington
$227K +$222K +228 New

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.