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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
SC
4026
Scholtz & Company
Connecticut
$202K +$198K +203 New
SWMG
4027
Sard Wealth Management Group
Georgia
$202K +$198K +203 New
PW
4028
Potentia Wealth
California
$202K -$93.6K -96 -32%
W
4029
WPWealth
Texas
$202K +$198K +203 New
PAM
4030
Pacific Asset Management
Washington
$201K +$197K +202 New
Ninety One (UK)
4031
Ninety One (UK)
United Kingdom
$201K +$197K +202 New
PRP
4032
Peak Retirement Planning
Ohio
$201K +$197K +202 New
AW
4033
Avion Wealth
Texas
$201K +$19.5K +20 +11%
KBFS
4034
Kohmann Bosshard Financial Services
Ohio
$201K -$5.85K -6 -3%
CGFA
4035
Colton Groome Financial Advisors
North Carolina
$201K +$196K +201 New
FNWA
4036
Financial Network Wealth Advisors
Utah
$201K +$1.95K +2 +1%
AIA
4037
Alternative Investment Advisors
Florida
$201K +$195K +200 New
NWMP
4038
Noble Wealth Management PBC
Colorado
$200K +$21.4K +22 +12%
HCM
4039
HMS Capital Management
Tennessee
$200K +$196K +201 New
BCM
4040
Boreal Capital Management
Florida
$199K -$163K -167 -46%
RCM
4041
Ravenstone Capital Management
$199K -$15.6K -16 -7%
PSB
4042
Piscataqua Savings Bank
New Hampshire
$198K
Q1WB
4043
Quest 10 Wealth Builders
Virginia
$197K +$17.5K +18 +10%
LAMC
4044
Longview Asset Management (California)
California
$195K
WAG
4045
Wiser Advisor Group
Arizona
$193K
MUMSS
4046
Mitsubishi UFJ Morgan Stanley Securities
Japan
$190K -$43.9K -45 -19%
CWP
4047
Clark Wealth Partners
Illinois
$190K +$8.77K +9 +5%
CG
4048
Curat Global
New Hampshire
$188K -$117K -120 -39%
FGAM
4049
Financial Gravity Asset Management
Texas
$184K +$37K +38 +26%
EIM
4050
Essex Investment Management
Massachusetts
$179K

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.