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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
RWS
4151
Retirement Wealth Solutions
Wisconsin
$54.1K
CW
4152
CrossGen Wealth
North Carolina
$53K
VIS
4153
Vega Investment Solutions
France
$52.8K
MBFW
4154
Morton Brown Family Wealth
Pennsylvania
$51.3K +$3.9K +4 +8%
AIM
4155
Access Investment Management
Georgia
$49.8K
SC
4156
Swan Capital
Florida
$49.8K
TW
4157
Titan Wealth
$49.8K +$48.7K +50 New
KCM
4158
Key Capital Management
Tennessee
$48.8K +$21.4K +22 +81%
PF
4159
PlanVest Financial
Maryland
$46.1K +$44.8K +46 New
IRC
4160
Investors Research Corp
Georgia
$45.8K
IWS
4161
Intentional Wealth Strategies
Colorado
$45.8K +$44.8K +46 New
PCA
4162
PMV Capital Advisers
Texas
$42.8K -$1.95K -2 -4%
CAM
4163
Chesapeake Asset Management
New York
$40.9K
SA
4164
SRH Advisors
Kansas
$39.9K
YAL
4165
Your Advocates Ltd
Texas
$39.9K
BHWM
4166
Bay Harbor Wealth Management
Maryland
$39.9K +$19.5K +20 +100%
CW
4167
Curio Wealth
Maryland
$39.9K +$39K +40 New
FCG
4168
Financial Connections Group
California
$39K
CF
4169
Collier Financial
Colorado
$37.9K
LG
4170
LAM Group
Oregon
$37.9K +$37K +38 New
PCM
4171
Penserra Capital Management
California
$35K -$2.92K -3 -8%
MCA
4172
McGuire Capital Advisors
Oklahoma
$34.9K +$2.92K +3 +9%
MNA
4173
Manning & Napier Advisors
New York
$33.9K +$29.2K +30 +750%
HC
4174
Hurley Capital
New York
$33.2K +$975 +1 +3%
BC
4175
Barrett & Company
Rhode Island
$31.9K

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.