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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
IA
4201
IFS Advisors
Kansas
$20.9K +$1.95K +2 +11%
PS
4202
PayPay Securities
Japan
$20.7K -$975 -1 -5%
FW
4203
Fairway Wealth
Ohio
$20.6K -$1.95K -2 -9%
CAIM
4204
Catherine Avery Investment Management
Florida
$19.9K
MASM
4205
MH & Associates Securities Management
California
$19.9K
WA
4206
WestEnd Advisors
North Carolina
$18.9K
PL
4207
Protective Life
Alabama
$18.9K +$18.5K +19 New
BW
4208
Basepoint Wealth
Iowa
$18K
IW
4209
Imprint Wealth
South Carolina
$17.9K -$4.87K -5 -22%
UFPG
4210
United Financial Planning Group
New York
$17.9K
FFL
4211
Financial Freedom LLC
Ohio
$17.3K
TM
4212
Torren Management
California
$14K -$53.6K -55 -80%
LIM
4213
Longfellow Investment Management
Massachusetts
$13K
NL
4214
NorthAvenue LLC
Ohio
$13K
BFS
4215
Bare Financial Services
Pennsylvania
$12K +$5.85K +6 +100%
CI
4216
Clal Insurance
Israel
$11K +$975 +1 +10%
MDCM
4217
Morgan Dempsey Capital Management
Wisconsin
$11K
LAM
4218
Lummis Asset Management
Texas
$9.96K
1IA
4219
1620 Investment Advisors
Massachusetts
$9.56K -$3.9K -4 -31%
PMIM
4220
Prudent Man Investment Management
Colorado
$9.49K
TBFA
4221
Three Bearings Fiduciary Advisors
New Hampshire
$8.97K -$23.4K -24 -73%
VEA
4222
Virtus ETF Advisers
New York
$6.97K
LA
4223
LM Advisors
California
$5.37K +$713K +732 +16%
II
4224
Inspire Investing
Idaho
$5.19K
MS
4225
Monetary Solutions
Ohio
$4.98K -$975 -1 -17%

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.