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
NIM
4101
Nexus Investment Management
Ontario, Canada
$99.6K
MIM
4102
Marshall Investment Management
Colorado
$99.6K +$97.5K +100 New
CB
4103
Community Bank
New York
$99.6K +$97.5K +100 New
TWM
4104
Timmons Wealth Management
Massachusetts
$98.4K
PG
4105
Proffitt & Goodson
Tennessee
$97.7K
WSA
4106
Wealth Science Advisors
Georgia
$96.6K +$109K +112 New
PWA
4107
Portus Wealth Advisors
North Carolina
$94.7K +$92.6K +95 New
MPW
4108
MASECO Private Wealth
$94.2K -$114K -117 -55%
SG
4109
Sankala Group
Colorado
$93.5K
SC
4110
Steph & Co
Wisconsin
$91.7K +$1.95K +2 +2%
CWA
4111
Carolina Wealth Advisors
South Carolina
$90.7K +$18.5K +19 +26%
VWA
4112
VSM Wealth Advisory
Maryland
$89.5K -$48.7K -50 -36%
LC
4113
Lavaca Capital
Texas
$84.7K
RG
4114
RHL Group
Michigan
$82.8K
GWM
4115
Gilpin Wealth Management
Colorado
$81.7K
LAS
4116
Lloyd Advisory Services
Georgia
$81.4K -$42.9K -44 -35%
KFG
4117
Kingdom Financial Group
Arizona
$81.4K +$14.6K +15 +22%
RTL
4118
Red Tortoise LLC
Georgia
$81.1K
BTC
4119
Bank & Trust Company
Illinois
$80.7K +$9.74K +10 +14%
SR
4120
Swiss Re
Switzerland
$79.7K
AIM
4121
Axiom Investment Management
New York
$79.7K +$78K +80 New
BWM
4122
Benson Wealth Management
Tennessee
$76.7K -$91.6K -94 -55%
CIAS
4123
CBIZ Investment Advisory Services
Ohio
$75.7K -$92.6K -95 -56%
RAM
4124
Ramirez Asset Management
New York
$74.7K -$73.1K -75 -50%
APW
4125
Atlantic Private Wealth
North Carolina
$74.7K

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.