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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
BSL
426
Blue Sparrow LLC
Delaware
$41.4M -$12.4M -12,710 -23%
FT
427
Fiduciary Trust
Massachusetts
$41.2M -$788K -809 -2%
Walleye Capital
428
Walleye Capital
New York
$41.1M +$4.23M +4,345 +12%
ZIM
429
Zacks Investment Management
Illinois
$40.9M +$1.29M +1,322 +3%
SCM
430
Steadfast Capital Management
New York
$40.6M -$66.2M -67,952 -63%
MS
431
Maven Securities
Jersey
$40.6M +$39.7M +40,700 New
AHC
432
Adell Harriman & Carpenter
Texas
$40.2M +$334K +343 +0.9%
IMCOOI
433
Investment Management Corp of Ontario (IMCO)
Canada
$40.1M -$1.56M -1,600 -4%
MIM
434
Marco Investment Management
Georgia
$40.1M -$30.2K -31 -0.1%
AAS
435
Annex Advisory Services
Wisconsin
$40M +$591K +606 +2%
RC
436
Randolph Company
Ohio
$39.9M +$9.74K +10 +0%
CI
437
Capital International
California
$39.8M +$148K +152 +0.4%
FCH
438
Freestone Capital Holdings
Washington
$39.6M -$325K -334 -0.8%
B
439
Bailard
California
$39.4M +$164K +168 +0.4%
VA
440
Vident Advisory
Georgia
$39.3M +$4.53M +4,650 +13%
CA
441
Cornerstone Advisors
North Carolina
$39.1M +$6.34M +6,504 +20%
MG
442
Markel Group
Virginia
$39M
Vontobel Holding
443
Vontobel Holding
Switzerland
$38.5M -$1.23M -1,267 -3%
Rafferty Asset Management
444
Rafferty Asset Management
New York
$38.4M -$13M -13,340 -26%
CC
445
Cadinha & Co
Hawaii
$38.1M -$213K -219 -0.6%
CFG
446
Citizens Financial Group
Rhode Island
$38.1M -$991K -1,017 -3%
TA
447
TruWealth Advisors
Louisiana
$38M +$1.13M +1,156 +3%
HCMT
448
Highland Capital Management (Tennessee)
Tennessee
$37.8M -$1.79M -1,837 -5%
TMAM
449
Tokio Marine Asset Management
Japan
$37.6M +$3.75M +3,851 +11%
TW
450
Trajan Wealth
Arizona
$37.5M -$1.26M -1,293 -3%

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.