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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
GK
4051
Graney & King
New York
$172K
CWM
4052
Consultiva Wealth Management
Puerto Rico
$172K
PFO
4053
Pioneer Family Office
Florida
$169K
BAM
4054
Byrne Asset Management
New Jersey
$168K -$975 -1 -0.6%
BW
4055
Bravera Wealth
North Dakota
$168K
WAG
4056
Wilkerson Advisory Group
Missouri
$166K +$60.4K +62 +59%
PWMG
4057
Private Wealth Management Group
New Jersey
$165K
CCA
4058
Catalyst Capital Advisors
New York
$163K -$8.77K -9 -5%
RIAS
4059
Rachor Investment Advisory Services
Michigan
$163K
AEPWM
4060
Atlantic Edge Private Wealth Management
Florida
$161K
SFCL
4061
Strengthening Families & Communities LLC
Massachusetts
$160K -$981K -1,007 -86%
BC
4062
Bayforest Capital
United Kingdom
$159K -$365K -375 -70%
HHCP
4063
Hilton Head Capital Partners
South Carolina
$158K +$1.95K +2 +1%
MWPCG
4064
Measured Wealth Private Client Group
New Hampshire
$157K
JGIA
4065
Jackson Grant Investment Advisers
Connecticut
$156K
MIFH
4066
Migdal Insurance & Financial Holdings
Israel
$152K -$48.7K -50 -25%
1L
4067
10Elms LLP
Oklahoma
$151K -$39K -40 -21%
RCM
4068
Richardson Capital Management
Wisconsin
$151K +$19.5K +20 +15%
JAM
4069
JCIC Asset Management
Ontario, Canada
$149K
Cohen & Steers
4070
Cohen & Steers
New York
$149K
KAS
4071
Kemnay Advisory Services
New York
$146K -$86.7K -89 -38%
RS
4072
Rakuten Securities
Japan
$140K -$109K -112 -44%
JGCM
4073
Joseph Group Capital Management
Ohio
$139K +$98.4K +101 +266%
HAP
4074
Harbor Asset Planning
Massachusetts
$138K
OPTFSNA
4075
Old Point Trust & Financial Services N A
Virginia
$138K -$97.5K -100 -42%

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.