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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
MRP
3976
Measured Risk Portfolios
California
$212K +$208K +213 New
FS
3977
Ferguson Shapiro
Georgia
$212K +$208K +213 New
WAG
3978
Wallace Advisory Group
California
$212K +$208K +213 New
AWM
3979
Adams Wealth Management
Utah
$212K +$208K +213 New
CI
3980
CacheTech Inc
Utah
$212K +$208K +213 New
OPOWM
3981
One Plus One Wealth Management
Florida
$212K +$208K +213 New
MFA
3982
Millington Financial Advisors
Illinois
$212K
IWS
3983
Insight Wealth Strategies
California
$212K +$207K +212 New
SHIM
3984
Stone House Investment Management
Pennsylvania
$211K +$975 +1 +0.5%
SRC
3985
Shufro Rose & Co
New York
$211K -$22.4K -23 -10%
EPAM
3986
Evelyn Partners Asset Management
$211K
SDJVC
3987
St. Denis J. Villere & Co
Louisiana
$211K +$207K +212 New
AC
3988
Avant Capital
Louisiana
$211K +$207K +212 New
OWA
3989
Outlook Wealth Advisors
Texas
$210K +$206K +211 New
S
3990
SharpePoint
Arizona
$210K +$206K +211 New
CFC
3991
Client First Capital
California
$209K +$205K +210 New
CCM
3992
Coerente Capital Management
Ontario, Canada
$209K +$205K +210 New
CIM
3993
Confluence Investment Management
Missouri
$209K +$205K +210 New
FAM
3994
Fenimore Asset Management
New York
$209K +$205K +210 New
SDIC
3995
South Dakota Investment Council
South Dakota
$209K
SWM
3996
Steelhead Wealth Management
Virginia
$209K +$205K +210 New
RWM
3997
Rialto Wealth Management
New York
$208K +$8.77K +9 +5%
PA
3998
Probity Advisors
Texas
$208K +$204K +209 New
SA
3999
SAM Advisors
California
$208K +$204K +209 New
HPC
4000
Hobart Private Capital
North Carolina
$207K +$203K +208 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.