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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
ETC
526
Exchange Traded Concepts
Oklahoma
$26.3M -$4.2M -4,315 -14%
PFS
527
Prospera Financial Services
Texas
$26.2M -$494K -507 -2%
SF
528
Summit Financial
New Jersey
$26.1M +$7.6M +7,796 +42%
AWM
529
Absher Wealth Management
North Carolina
$25.9M -$731K -750 -3%
BCM
530
Becker Capital Management
Oregon
$25.8M -$144K -148 -0.6%
EB
531
Eastern Bank
Massachusetts
$25.8M +$4.4M +4,512 +21%
DP
532
DDD Partners
Washington
$25.7M -$86.7K -89 -0.3%
HCM
533
Howland Capital Management
Massachusetts
$25.7M +$15.6M +16,054 +165%
IWC
534
Integrated Wealth Concepts
Massachusetts
$25.5M +$11.2M +11,535 +82%
ASN
535
Advisory Services Network
Georgia
$25.4M +$681K +699 +3%
NPPM
536
North Point Portfolio Managers
Ohio
$25.3M -$642K -659 -3%
SC
537
SouthState Corp
Florida
$25.3M -$507K -520 -2%
GI
538
Gradient Investments
Minnesota
$25.2M -$2.96M -3,036 -11%
HIMCH
539
Hartford Investment Management Co (HIMCO)
Connecticut
$25.2M -$312K -320 -1%
MMA
540
Miracle Mile Advisors
California
$25.2M -$50.7K -52 -0.2%
OIMU
541
Osmosis Investment Management UK
United Kingdom
$25.2M +$3.63M +3,722 +17%
Los Angeles Capital Management
542
Los Angeles Capital Management
California
$25.1M -$671K -689 -3%
AIP
543
Ameritas Investment Partners
Nebraska
$25M +$78.9K +81 +0.3%
LNWTC
544
Laird Norton Wetherby Trust Company
Washington
$24.8M -$360K -369 -1%
IAA
545
Independent Advisor Alliance
North Carolina
$24.7M -$1.28M -1,311 -5%
ZAM
546
Zevin Asset Management
Massachusetts
$24.6M -$237K -243 -1%
SIC
547
Salem Investment Counselors
North Carolina
$24.5M +$478K +490 +2%
BBA
548
BLB&B Advisors
Pennsylvania
$24.5M +$191K +196 +0.8%
MC
549
Middleton & Co
Massachusetts
$24.4M -$145K -149 -0.6%
BST
550
Bath Savings Trust
Maine
$24.4M +$283K +290 +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.