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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
ACM
401
Advisors Capital Management
New Jersey
$46.7M +$1.19M +1,223 +3%
TRSOTSOK
402
Teachers Retirement System of the State of Kentucky
Kentucky
$46.6M
MSR
403
Main Street Research
Connecticut
$46M -$15.8M -16,227 -26%
Nomura Holdings
404
Nomura Holdings
Japan
$45.9M -$78.9M -80,990 -64%
PA
405
Parallel Advisors
California
$45.8M +$421K +432 +0.9%
AC
406
Allstate Corporation
Illinois
$45.8M +$11.7M +11,969 +35%
PCIA
407
Prime Capital Investment Advisors
Kansas
$45.6M +$975 +1 +0%
CP
408
Cumberland Partners
Ontario, Canada
$45.4M +$3.05M +3,134 +7%
BWFA
409
Baltimore-Washington Financial Advisors
Maryland
$45.1M +$739K +758 +2%
FDCP
410
Foster Dykema Cabot & Partners
Massachusetts
$44.9M -$144K -148 -0.3%
BIM
411
Bridges Investment Management
Nebraska
$44.8M -$249K -256 -0.6%
GLF
412
Groupe la Francaise
France
$44.6M -$40.9K -42 -0.1%
Pacer Advisors
413
Pacer Advisors
Pennsylvania
$43.9M -$29.3M -30,032 -41%
HFM
414
Harvest Fund Management
China
$43.5M +$3.38M +3,465 +9%
Credit Agricole
415
Credit Agricole
France
$43.5M -$45.4M -46,634 -52%
IMC Chicago
416
IMC Chicago
Illinois
$43.4M +$42.5M +43,605 New
EH
417
Equitable Holdings
New York
$43.4M +$8.37M +8,585 +22%
TIA
418
Tandem Investment Advisors
South Carolina
$43.3M -$7.19M -7,379 -15%
PP
419
Prudential plc
United Kingdom
$43.2M +$1.73M +1,774 +4%
MFIM
420
Mesirow Financial Investment Management
Illinois
$43.1M +$23.4K +24 +0.1%
Nordea Investment Management
421
Nordea Investment Management
Sweden
$42.7M -$11.1M -11,378 -21%
UBP
422
Union Bancaire Privee
Switzerland
$42.2M -$3.27M -3,359 -8%
MFG
423
Merit Financial Group
Georgia
$41.9M +$6.68M +6,858 +20%
CCM
424
Chilton Capital Management
Texas
$41.9M -$778K -798 -2%
YIA
425
YHB Investment Advisors
Connecticut
$41.5M -$611K -627 -1%

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.