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
RL
4176
Rogco LP
Oklahoma
$31.9K
BH
4177
Burk Holdings
Oklahoma
$31.9K +$31.2K +32 New
DPW
4178
DiNuzzo Private Wealth
Pennsylvania
$30.9K
QL
4179
Quarry LP
New York
$30.9K -$4.87K -5 -14%
GCS
4180
Gordian Capital (Singapore)
Singapore
$30.9K
GCM
4181
Gunpowder Capital Management
Maryland
$30.9K
LFASL
4182
Lugano Financial Advisors SA (LFA)
Switzerland
$30.8K
MFP
4183
Meramec Financial Planners
Missouri
$29.9K
KTC
4184
Kentucky Trust Company
Kentucky
$29.9K -$24.4K -25 -45%
CMBA
4185
C.M. Bidwell & Associates
Hawaii
$29.9K
TCM
4186
TD Capital Management
Tennessee
$29.1K +$21.4K +22 +314%
HIA
4187
HFM Investment Advisors
New Jersey
$28.9K +$975 +1 +4%
VERPA
4188
Virginia Estate & Retirement Planning Advisors
Virginia
$27.9K +$27.3K +28 New
MDA
4189
Minot DeBlois Advisors
Massachusetts
$27.6K
LIA
4190
Luken Investment Analytics
Tennessee
$26.9K
MAFA
4191
MJT & Associates Financial Advisory
Minnesota
$26.9K
AI
4192
AXS Investments
New York
$24.9K -$5.85K -6 -19%
BSC
4193
Brown Shipley & Co
United Kingdom
$24.9K
BC
4194
Bulwark Capital
Florida
$24.9K
NRWA
4195
North Ridge Wealth Advisors
Oregon
$24.9K
HWM
4196
Horizons Wealth Management
North Carolina
$24.9K +$24.4K +25 New
T2I
4197
Turim 21 Investimentos
Brazil
$23.9K +$23.4K +24 New
EF
4198
Entrust Financial
Pennsylvania
$23K -$12.7K -13 -36%
MFC
4199
Mechanics Financial Corp
Ohio
$20.9K
SIP
4200
Sellwood Investment Partners
Oregon
$20.9K

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.