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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
DWM
501
Diversify Wealth Management
Utah
$30.1M +$17M +17,470 +138%
LWM
502
Lyell Wealth Management
California
$29.8M +$368K +378 +1%
SWM
503
Spire Wealth Management
Virginia
$29.7M +$1.36M +1,398 +5%
AAP
504
Aristotle Atlantic Partners
Florida
$29.3M +$150K +154 +0.5%
BS
505
Banco Santander
Spain
$29.1M -$4.15M -4,256 -13%
FMI
506
Factory Mutual Insurance
Massachusetts
$29.1M +$1.07M +1,100 +4%
EAM
507
EULAV Asset Management
Florida
$28.6M -$26.7M -27,400 -49%
BF
508
BOK Financial
Oklahoma
$28.3M +$1.78M +1,822 +7%
SCA
509
Snowden Capital Advisors
New York
$28.3M -$1.75M -1,796 -6%
RAM
510
Rempart Asset Management
Canada
$27.9M -$3.25M -3,333 -11%
DWP
511
Daymark Wealth Partners
Ohio
$27.9M +$599K +615 +2%
ONB
512
Old National Bancorp
Indiana
$27.5M -$3.35M -3,441 -11%
BA
513
Bridgewater Associates
Connecticut
$27.5M -$2.65M -2,724 -9%
PAG
514
Private Advisory Group
Washington
$27.5M +$3.47M +3,556 +15%
WT
515
Washington Trust
Rhode Island
$27.5M -$317K -325 -1%
CGI
516
Comgest Global Investors
France
$27.4M -$86.9M -89,213 -76%
WAM
517
Weatherly Asset Management
California
$27.3M -$548K -562 -2%
AA
518
Auxano Advisors
Washington
$27.2M -$129K -132 -0.5%
HIMC
519
Heritage Investors Management Corp
Maryland
$26.8M -$55.5K -57 -0.2%
BCM
520
Bridgeway Capital Management
Texas
$26.7M -$3.72M -3,822 -12%
MSU
521
Mizuho Securities USA
New York
$26.7M -$5.3M -5,435 -17%
AG
522
AIA Group
Hong Kong
$26.7M +$504K +517 +2%
GGI
523
Godsey & Gibb Inc
Virginia
$26.7M +$3.9K +4 +0%
BCI
524
Brinker Capital Investments
Pennsylvania
$26.7M -$6.8M -6,977 -21%
HW
525
Hancock Whitney
Mississippi
$26.4M +$366K +376 +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.