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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
CH
4076
CDKV Holdings
Colorado
$137K -$4.87K -5 -4%
RBC
4077
Roble Belko & Company
Pennsylvania
$136K +$12.7K +13 +11%
ACM
4078
Adalta Capital Management
New York
$135K -$14.6K -15 -10%
MPG
4079
My Portfolio Guide
California
$133K +$131K +134 New
SOW
4080
State of Wyoming
Wyoming
$133K -$124K -127 -49%
CFM
4081
Cornerstone Financial Management
Massachusetts
$131K +$10.7K +11 +9%
NECFA
4082
New England Capital Financial Advisors
Connecticut
$130K
PWM
4083
Peck Wealth Management
New York
$129K
GFA
4084
Godfrey Financial Associates
New York
$126K
TLFA
4085
True Link Financial Advisors
California
$125K -$126K -129 -51%
BGAI
4086
Bruce G. Allen Investments
Colorado
$124K +$14.6K +15 +14%
MFT
4087
Moisand Fitzgerald Tamayo
Florida
$120K
SWIM
4088
Smallwood Wealth Investment Management
New Jersey
$116K
HHGA
4089
Halbert Hargrove Global Advisors
California
$111K
DFA
4090
DHJJ Financial Advisors
Illinois
$110K -$5.85K -6 -5%
MWM
4091
Magnolia Wealth Management
Alabama
$109K +$106K +109 New
TWM
4092
TopTier Wealth Management
Wisconsin
$108K +$106K +109 New
CTWM
4093
Cherry Tree Wealth Management
Minnesota
$108K -$40K -41 -27%
WA
4094
Whipplewood Advisors
Colorado
$106K +$94.5K +97 +1,078%
QWM
4095
Quaker Wealth Management
New Jersey
$104K -$93.6K -96 -48%
HPWM
4096
High Point Wealth Management
New Jersey
$103K
FA
4097
Fountainhead AM
New Jersey
$102K +$76K +78 +325%
MGI
4098
Miller Global Investments
Texas
$102K +$99.4K +102 New
HIW
4099
Holos Integrated Wealth
Pennsylvania
$101K
POIA
4100
Pin Oak Investment Advisors
Texas
$100K

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.