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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
BFS
4226
Burkett Financial Services
South Carolina
$4.01K
PJC
4227
Phillip James Consulting
Minnesota
$4K +$4.87K +5 New
IUHSA
4228
Itau Unibanco Holding S.A.
Brazil
$3.99K -$63.3K -65 -94%
DF
4229
DecisionPoint Financial
Arizona
$3.99K
AGAM
4230
AK Global Asset Management
California
$3.56K -$4.87K -5 -0.1%
HCM
4231
Horrell Capital Management
Arkansas
$3.06K
FAI
4232
Fiduciary Advisors Inc
Missouri
$2.99K
CA
4233
Cohalo Advisory
Washington
$2.99K
BC
4234
Broadwater Capital
Massachusetts
$2.59K
ICCON
4235
Investment Counsel Company of Nevada
Nevada
$1.99K
CAN
4236
Capital Advisor Network
Indiana
$1.99K +$1.95K +2 New
NWM
4237
Navigoe Wealth Management
California
$1K
NWS
4238
Nvest Wealth Strategies
Ohio
$997 -$16.6K -17 -94%
RJA
4239
Ross\Johnson & Associates
Minnesota
$996 -$975 -1 -50%
ISS
4240
Intesa Sanpaolo SpA.
Italy
$991
Norges Bank
4241
Norges Bank
Norway
-$5.2B -6,024,787 Closed
Two Sigma Advisers
4242
Two Sigma Advisers
New York
-$288M -333,400 Closed
MIG
4243
Mariner Investment Group
New York
-$108M -125,000 Closed
FAF
4244
Första AP-fonden
Sweden
-$104M -121,100 Closed
NCM
4245
Nearwater Capital Markets
Ireland
-$69.8M -81,000 Closed
TI
4246
Trexquant Investment
Connecticut
-$67.6M -78,408 Closed
MOACM
4247
Mutual of America Capital Management
New York
-$41.6M -48,279 Closed
Skandinaviska Enskilda Banken (SEB)
4248
Skandinaviska Enskilda Banken (SEB)
Sweden
-$33.1M -38,347 Closed
FFM
4249
Fisher Funds Management
New Zealand
-$27.4M -31,698 Closed
BGIM
4250
Boussard & Gavaudan Investment Management
United Kingdom
-$26M -30,000 Closed

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.