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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
IW
3926
Instrumental Wealth
Florida
$227K +$9.74K +10 +5%
CPG
3927
Cornerstone Planning Group
New Jersey
$226K +$33.1K +34 +18%
OWM
3928
Opes Wealth Management
California
$226K +$221K +227 New
IPW
3929
Intergy Private Wealth
Colorado
$226K +$221K +227 New
PM
3930
Pembroke Management
Quebec, Canada
$226K -$5.85K -6 -3%
LGW
3931
Leslie Global Wealth
Illinois
$226K +$221K +227 New
CNBT
3932
Cornerstone National Bank & Trust
Illinois
$225K -$428K -439 -66%
SWA
3933
Strategic Wealth Advisors
Arizona
$225K
SPW
3934
Stillwater Private Wealth
Pennsylvania
$225K +$220K +226 New
FF
3935
Financial Futures
New Jersey
$224K +$219K +225 New
PA
3936
Powerhouse Assets
Massachusetts
$224K +$219K +225 New
SNBOSCI
3937
Security National Bank of Sioux City Iowa
Iowa
$224K +$219K +225 New
WCM
3938
Wedge Capital Management
North Carolina
$224K +$219K +225 New
MF
3939
Midwestern Financial
Iowa
$223K +$218K +224 New
TCTWM
3940
Three Cord True Wealth Management
Pennsylvania
$223K +$218K +224 New
DCBT
3941
Dakota Community Bank & Trust
North Dakota
$223K -$15.6K -16 -7%
PWA
3942
Provenance Wealth Advisors
Florida
$223K
HBFP
3943
Henderson Brothers Financial Partners
Pennsylvania
$223K +$218K +224 New
CP
3944
Camelot Portfolios
Ohio
$223K
GFG
3945
Greystone Financial Group
Michigan
$222K -$678K -696 -76%
AA
3946
Alesco Advisors
New York
$222K +$217K +223 New
EWA
3947
Exit Wealth Advisors
Georgia
$222K +$217K +223 New
KTM
3948
Keeler Thomas Management
Utah
$221K -$119K -122 -35%
GSC
3949
G&S Capital
Colorado
$221K +$216K +222 New
PCMC
3950
Paragon Capital Management (Colorado)
Colorado
$221K +$215K +221 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.