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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
BSA
576
Braun Stacey Associates
New York
$22.6M +$139K +143 +0.6%
VAS
577
Vestmark Advisory Solutions
Massachusetts
$22.6M +$8.45M +8,674 +62%
ATC
578
Argent Trust Co
Tennessee
$22.4M -$246K -252 -1%
JWCA
579
J.W. Cole Advisors
Florida
$22.4M -$57.5K -59 -0.3%
LOAMS
580
Lombard Odier Asset Management (Switzerland)
Switzerland
$22.4M +$3.12M +3,200 +17%
AAM
581
AMI Asset Management
California
$22.3M -$634K -651 -3%
ORI
582
Oak Ridge Investments
Illinois
$22.3M +$254K +261 +1%
MSRPS
583
Maryland State Retirement & Pension System
Maryland
$22.3M +$117K +120 +0.5%
BDA
584
Borer Denton & Associates
Pennsylvania
$22.1M -$368K -378 -2%
FNBOO
585
First National Bank of Omaha
Nebraska
$22.1M +$309K +317 +1%
FWCM
586
Ferguson Wellman Capital Management
Oregon
$22.1M -$915K -939 -4%
CSP
587
Cary Street Partners
Virginia
$22.1M -$72.1K -74 -0.3%
WC
588
Woodstock Corp
Massachusetts
$21.9M -$228K -234 -1%
AFG
589
Albion Financial Group
Utah
$21.8M +$3.9K +4 +0%
NG
590
Northstar Group
New York
$21.7M -$61.4K -63 -0.3%
PWM
591
Perigon Wealth Management
California
$21.7M -$453K -465 -2%
PP
592
Patten & Patten
Tennessee
$21.6M -$317K -325 -1%
ANBT
593
American National Bank & Trust
Texas
$21.6M -$216K -222 -1%
SWM
594
Segment Wealth Management
Texas
$21.5M +$274K +281 +1%
CCM
595
Conway Capital Management
California
$21.4M -$24.4K -25 -0.1%
EWM
596
Empirical Wealth Management
Washington
$21.4M -$807K -828 -4%
WTB
597
Washington Trust Bank
Washington
$21.4M -$888K -911 -4%
AIMC
598
Alley Investment Management Company
Illinois
$21.2M -$201K -206 -1%
NAS
599
NWF Advisory Services
California
$21.2M -$244K -250 -1%
ELI
600
Empire Life Investments
Ontario, Canada
$21M +$72.1K +74 +0.4%

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.