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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
GWM
4326
GK Wealth Management
Nevada
-$321K -372 Closed
CMF
4327
Counterpoint Mutual Funds
California
-$293K -340 Closed
DWM
4328
Daner Wealth Management
Georgia
-$307K -316 Closed
FF
4329
Farnam Financial
Arizona
-$267K -310 Closed
FDDB
4330
Fidelity D&D Bancorp
Pennsylvania
-$265K -307 Closed
IIA
4331
Integrity Investment Advisors
Colorado
-$257K -298 Closed
QP
4332
Quilter Plc
United Kingdom
-$254K -294 Closed
PCM
4333
Prelude Capital Management
New York
-$251K -291 Closed
JHP
4334
James Hambro & Partners
United Kingdom
-$241K -280 Closed
LWM
4335
Laidlaw Wealth Management
New York
-$235K -272 Closed
PCM
4336
Perkins Capital Management
Minnesota
-$216K -250 Closed
GWAM
4337
Guardian Wealth Advisors (Minnesota)
Minnesota
-$211K -245 Closed
GC
4338
Giverny Capital
Quebec, Canada
-$207K -240 Closed
PG
4339
Prostatis Group
Maryland
-$206K -239 Closed
TWPM
4340
Total Wealth Planning & Management
Florida
-$204K -236 Closed
IAA
4341
Ironsides Asset Advisors
North Carolina
-$203K -235 Closed
XC
4342
XY Capital
Hong Kong
-$188K -218 Closed
OA
4343
Operose Advisors
Wisconsin
-$178K -206 Closed
GAFA
4344
Garton & Associates Financial Advisors
Kentucky
-$171K -198 Closed
FC
4345
Family CFO
California
-$164K -190 Closed
CWM
4346
Cedar Wealth Management
California
-$134K -155 Closed
IWM
4347
Inlight Wealth Management
Georgia
-$131K -152 Closed
EP
4348
Elkhorn Partners
Nebraska
-$129K -150 Closed
SA
4349
Strategic Advocates
Utah
-$126K -145 Closed
LC
4350
Luminist Capital
Michigan
-$103K -119 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.