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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
3FI
3951
3 Factor Indexing
California
$220K +$215K +221 New
APC
3952
Aspire Private Capital
North Carolina
$220K +$214K +220 New
RFN
3953
Redwood Financial Network
Ohio
$219K +$214K +220 New
DWM
3954
DeLarme Wealth Management
California
$219K -$22.4K -23 -9%
JFG
3955
JDM Financial Group
Texas
$219K
WWM
3956
Westwood Wealth Management
California
$219K +$214K +220 New
PWS
3957
Precision Wealth Strategies
Missouri
$218K -$124K -127 -37%
OE
3958
OFS Enterprise
Nebraska
$218K +$213K +219 New
FFP
3959
Freedom Financial Partners
Minnesota
$217K +$212K +218 New
EWM
3960
Edge Wealth Management
New York
$217K +$212K +218 New
PWM
3961
Proathlete Wealth Management
Florida
$217K
ZIG
3962
Zuckerman Investment Group
Illinois
$217K +$212K +218 New
BCM
3963
Brookmont Capital Management
Texas
$216K +$211K +217 New
IP
3964
Isthmus Partners
Wisconsin
$215K -$63.3K -65 -23%
FIT
3965
Financially in Tune
Massachusetts
$215K +$210K +216 New
GSF
3966
Grove Street Fiduciary
New Hampshire
$215K +$210K +216 New
OCG
3967
Opus Capital Group
Ohio
$215K +$210K +216 New
VWA
3968
Valued Wealth Advisors
Utah
$214K +$17.5K +18 +9%
PIS
3969
POM Investment Strategies
North Carolina
$214K +$3.9K +4 +2%
MIM
3970
Manitou Investment Management
Ontario, Canada
$214K
1CP
3971
17 Capital Partners
Arizona
$214K +$210K +215 New
AWP
3972
Astra Wealth Partners
New Jersey
$214K +$210K +215 New
GG
3973
GenWealth Group
New Jersey
$213K -$11.7K -12 -5%
TF
3974
Tenzing Financial
Virginia
$213K +$211K +217 New
MWML
3975
M Wealth Management LLC
California
$213K +$209K +214 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.