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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
UAM
451
UAS Asset Management
New York
$37.2M -$279K -286 -0.8%
AAM
452
Advisors Asset Management
Colorado
$37.2M +$954K +979 +3%
PNC
453
Park National Corp
Ohio
$36.5M +$784K +805 +2%
WTC
454
WhitTier Trust Company
Nevada
$36.4M +$1.74M +1,784 +5%
CF
455
Clarity Financial
Texas
$36.2M +$124K +127 +0.4%
MAM
456
Martingale Asset Management
Massachusetts
$36M -$1.8M -1,849 -5%
OAC
457
OMERS Administration Corp
Ontario, Canada
$35.8M +$8.07M +8,286 +30%
PA
458
Pinnacle Associates
New York
$35.8M +$26.3K +27 +0.1%
CIC
459
Carnegie Investment Counsel
Ohio
$35.7M -$733K -752 -2%
RG
460
Renaissance Group
Kentucky
$35.6M +$34.8M +35,719 New
HI
461
Horizon Investments
North Carolina
$35.4M +$7.53M +7,727 +28%
AUB
462
Atlantic Union Bankshares
Virginia
$35.3M -$148K -152 -0.4%
Verition Fund Management
463
Verition Fund Management
Connecticut
$35.2M +$17M +17,416 +97%
NW
464
NewEdge Wealth
Pennsylvania
$35.2M +$1.35M +1,389 +4%
BWP
465
Barlow Wealth Partners
Kentucky
$35.1M +$276K +283 +0.8%
BHIA
466
Birch Hill Investment Advisors
Massachusetts
$34.9M -$220K -226 -0.6%
BBVA
467
Banco Bilbao Vizcaya Argentaria
Spain
$34.8M +$4.71M +4,833 +16%
IFG
468
Independent Financial Group
California
$34.8M -$101K -104 -0.3%
LC
469
Lincoln Capital
Nebraska
$34.4M -$265K -272 -0.8%
ClearBridge Investments
470
ClearBridge Investments
New York
$34.4M -$9.12M -9,359 -21%
BHWM
471
Bar Harbor Wealth Management
New Hampshire
$34.3M -$26.3K -27 -0.1%
BCP
472
Blue Chip Partners
Michigan
$34.3M +$1.78M +1,830 +6%
AIM
473
Achmea Investment Management
Netherlands
$34.2M -$8.46M -8,679 -20%
GIBU
474
Gulf International Bank (UK)
United Kingdom
$34.2M +$11.5M +11,767 +52%
SAM
475
Silvercrest Asset Management
New York
$34M -$1.08M -1,111 -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.