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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
RFA
4126
Reyes Financial Architecture
California
$72.7K +$24.4K +25 +52%
KPP
4127
Kings Path Partners
Texas
$72.4K
FF
4128
Friedenthal Financial
New Jersey
$71.9K
APW
4129
Acima Private Wealth
Virginia
$71.7K
WPA
4130
Wealth Preservation Advisors
Tennessee
$71.7K +$69.2K +71 +7,100%
KG
4131
Kilter Group
New York
$70.7K +$975 +1 +1%
NF
4132
Napier Financial
Massachusetts
$69.8K +$68.2K +70 New
CIR
4133
Clear Investment Research
Georgia
$68.3K +$67.2K +69 New
SIM
4134
Synergy Investment Management
Florida
$67.8K +$66.3K +68 New
BIM
4135
Breakwater Investment Management
Washington
$67.8K -$14.6K -15 -18%
AP
4136
Aspect Partners
Virginia
$67.8K -$5.85K -6 -8%
C
4137
Covestor
United Kingdom
$67K -$44.8K -46 -41%
LHEI
4138
Leo H. Evart Inc
California
$66.8K +$65.3K +67 New
WA
4139
Walsh & Associates
Florida
$66.8K
SVWA
4140
Sarver Vrooman Wealth Advisors
Missouri
$64.8K
RPA
4141
Redwood Park Advisors
California
$62.1K
PP
4142
Pingora Partners
Wyoming
$61.8K
AF
4143
Abound Financial
California
$60.8K +$59.4K +61 New
FFA
4144
Frazier Financial Advisors
Ohio
$59K +$33.1K +34 +136%
MAS
4145
MPWM Advisory Solutions
Georgia
$57.7K -$80.9K -83 -59%
MAM
4146
Marquette Asset Management
Minnesota
$56.8K +$53.6K +55 +2,750%
RWML
4147
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$55.8K +$13.6K +14 +33%
SRCM
4148
Signature Resources Capital Management
California
$55K +$975 +1 +2%
EA
4149
Evergreen Advisors
Tennessee
$54.8K +$53.6K +55 New
EWM
4150
Evolution Wealth Management
Florida
$54.4K +$3.9K +4 +8%

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.