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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
SCTC
376
Sanibel Captiva Trust Company
Florida
$53.2M +$926K +950 +2%
AI
377
Axiom Investors
Connecticut
$53M +$17.3M +17,771 +50%
IPW
378
Invictus Private Wealth
Colorado
$52.5M +$629K +645 +1%
SWP
379
Stratos Wealth Partners
Ohio
$52.2M -$3.05M -3,129 -6%
VIM
380
Vinva Investment Management
Australia
$52.2M +$5.77M +5,925 +13%
PAI
381
Pittenger & Anderson Inc
Nebraska
$51.9M +$437K +448 +0.9%
LSERS
382
Louisiana State Employees Retirement System
Louisiana
$51.6M -$390K -400 -0.8%
YCM
383
Yousif Capital Management
Michigan
$51.3M -$2.19M -2,251 -4%
FGP
384
Freestone Grove Partners
California
$51.3M +$50.2M +51,481 New
CS
385
Cannell & Spears
New York
$51M -$298K -306 -0.6%
UC
386
Unio Capital
New Jersey
$50.9M -$5.71M -5,859 -10%
MFAM
387
Motley Fool Asset Management
Virginia
$50.9M -$9.33M -9,574 -16%
OPERF
388
Oregon Public Employees Retirement Fund
Oregon
$50.7M +$111K +114 +0.2%
CS
389
Candriam SCA
Luxembourg
$50.7M +$2.17M +2,224 +5%
RPGK
390
Retirement Planning Group (Kansas)
Kansas
$50.5M +$596K +612 +1%
SYBT
391
Stock Yards Bank & Trust
Kentucky
$50.3M +$586K +601 +1%
JSSH
392
J. Safra Sarasin Holding
$50.3M +$1.61M +1,652 +3%
Luther King Capital Management (LKCM)
393
Luther King Capital Management (LKCM)
Texas
$50M +$355K +364 +0.7%
KFC
394
Klingenstein Fields & Co
New York
$49.8M -$429K -440 -0.9%
WPM
395
Worldly Partners Management
Massachusetts
$49.7M -$20M -20,527 -29%
AAIM
396
Asset Advisors Investment Management
Georgia
$49.2M -$576K -591 -1%
WA
397
Waverly Advisors
Alabama
$48.7M +$12.6M +12,918 +36%
VCM
398
Violich Capital Management
California
$48.2M -$710K -729 -1%
TAM
399
Trillium Asset Management
Massachusetts
$48.2M +$93M +95,401 +197%
RWP
400
RWA Wealth Partners
Massachusetts
$47.7M +$128K +131 +0.3%

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.