We are live on ! Find out more
COST icon

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
Grantham, Mayo, Van Otterloo & Co (GMO)
4001
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$207K -$1.27M -1,300 -86%
THL
4002
Tillman Hartley LLC
Colorado
$207K -$159K -163 -44%
ASW
4003
Astoria Strategic Wealth
Texas
$207K +$203K +208 New
HKAM
4004
Horizon Kinetics Asset Management
New York
$207K +$203K +208 New
NPI
4005
New Perspectives Inc
Mississippi
$207K +$203K +208 New
VPF
4006
Vantage Point Financial
Illinois
$206K +$202K +207 New
WAS
4007
Wealth Advisory Solutions
Indiana
$206K +$202K +207 New
TIM
4008
Total Investment Management
Arizona
$205K +$201K +206 New
TWD
4009
True Wealth Design
Ohio
$205K +$141K +145 +238%
AIM
4010
AMI Investment Management
Indiana
$205K +$201K +206 New
BAWM
4011
Bennett Associates Wealth Management
Pennsylvania
$205K +$201K +206 New
BWA
4012
Boulder Wealth Advisors
Colorado
$205K +$201K +206 New
KFS
4013
Keynote Financial Services
Connecticut
$205K +$201K +206 New
TCG
4014
Transcendent Capital Group
Oklahoma
$205K +$201K +206 New
BA
4015
Ballew Advisors
Mississippi
$205K +$193K +198 New
AWA
4016
Acumen Wealth Advisors
Tennessee
$204K +$4.87K +5 +3%
FS
4017
Financially Speaking
Colorado
$204K
BA
4018
Bellwether Advisors
Nebraska
$204K +$200K +205 New
CFC
4019
Coyle Financial Counsel
Illinois
$204K +$200K +205 New
OWMIAS
4020
One Wealth Management Investment & Advisory Services
Florida
$204K +$200K +205 New
SEM
4021
Strategic Equity Management
Arizona
$204K +$200K +205 New
AIFS
4022
A&I Financial Services
Colorado
$203K -$128K -131 -39%
BPW
4023
BLVD Private Wealth
Kentucky
$203K +$199K +204 New
MW
4024
Merited Wealth
Florida
$202K
2WWM
4025
21 West Wealth Management
California
$202K +$198K +203 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.