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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
MIH
551
Meitav Investment House
Israel
$24.3M -$21M -21,533 -47%
BWP
552
Baldwin Wealth Partners
Massachusetts
$24.3M -$12.5M -12,860 -35%
JCM
553
Jag Capital Management
Missouri
$24.2M +$7.72M +7,919 +48%
KLWA
554
Kelly Lawrence W & Associates
California
$24.2M -$132K -135 -0.6%
PAS
555
Park Avenue Securities
New York
$24M +$1.15M +1,184 +5%
FFA
556
Farther Finance Advisors
California
$23.9M +$2.81M +2,884 +14%
DAC
557
Dividend Assets Capital
South Carolina
$23.9M -$1.64M -1,688 -7%
LRPA
558
L. Roy Papp & Associates
Arizona
$23.8M -$770K -790 -3%
MA
559
Mutual Advisors
Nebraska
$23.7M +$3.62M +3,710 +18%
SPG
560
Strategic Planning Group
Utah
$23.7M -$1.75M -1,794 -7%
JC
561
Jacobs & Co
California
$23.6M -$11.7K -12 -0.1%
NMIFOAC
562
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$23.6M
PIM
563
Penobscot Investment Management
Massachusetts
$23.6M +$962K +987 +4%
AIM
564
Arcadia Investment Management
Michigan
$23.6M -$36.1K -37 -0.2%
RWM
565
Ritholtz Wealth Management
New York
$23.4M +$2.2M +2,256 +11%
BHCM
566
Brevan Howard Capital Management
Jersey
$23.4M +$16.1M +16,522 +237%
AWA
567
Arkadios Wealth Advisors
Georgia
$23.1M -$719K -738 -3%
CTA
568
Colonial Trust Advisors
South Carolina
$23.1M -$752K -772 -3%
VCM
569
Voleon Capital Management
California
$23.1M +$8.93M +9,162 +65%
SCM
570
Sterling Capital Management
North Carolina
$23.1M +$350K +359 +2%
RMA
571
Roffman Miller Associates
Pennsylvania
$22.9M +$298K +306 +1%
ZI
572
ZEGA Investments
Florida
$22.8M +$6.54M +6,708 +42%
DILIC
573
Dai-ichi Life Insurance Company
Japan
$22.7M -$234K -240 -1%
ACIM
574
Azimuth Capital Investment Management
Michigan
$22.7M -$1.45M -1,489 -6%
OC
575
Oakmont Corp
California
$22.6M +$566K +581 +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.