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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
TF
601
Talbot Financial
Washington
$21M +$125K +128 +0.6%
RIL
602
Rothschild Investment LLC
Illinois
$20.9M -$195K -200 -0.9%
NL
603
NWAM LLC
Washington
$20.8M -$143K -147 -0.7%
CL
604
Choreo LLC
Illinois
$20.8M +$235K +241 +1%
First Manhattan
605
First Manhattan
New York
$20.8M +$346K +355 +2%
CCMINC
606
Cardinal Capital Management Inc (North Carolina)
North Carolina
$20.7M -$78.9K -81 -0.4%
ECM
607
ExodusPoint Capital Management
New York
$20.7M +$20.2M +20,739 New
EGM
608
Engineers Gate Manager
New York
$20.6M +$15.3M +15,738 +318%
RIG
609
Renaissance Investment Group
Massachusetts
$20.5M -$140K -144 -0.7%
ECM
610
Evergreen Capital Management
Washington
$20.5M -$989K -1,015 -5%
ATPW
611
Ashton Thomas Private Wealth
Arizona
$20.4M +$867K +890 +5%
BIG
612
Brooklyn Investment Group
New York
$20.3M +$9.31M +9,555 +88%
CL
613
CIM LLC
New York
$20.3M -$1.35M -1,387 -6%
CGH
614
Crossmark Global Holdings
Texas
$20.2M +$2.68M +2,747 +16%
NMERB
615
New Mexico Educational Retirement Board
New Mexico
$20.1M
FSA
616
Franklin Street Advisors
North Carolina
$20M -$658K -675 -3%
CTC
617
Central Trust Company
Missouri
$19.9M +$975 +1 +0%
TRCT
618
Tower Research Capital (TRC)
New York
$19.8M -$13.9M -14,263 -42%
EI
619
Ethic Inc
New York
$19.8M +$2.48M +2,549 +15%
WIA
620
World Investment Advisors
California
$19.7M -$272K -279 -1%
CIA
621
Concurrent Investment Advisors
Florida
$19.7M -$1.43M -1,463 -7%
LGF
622
LGT Group Foundation
Liechtenstein
$19.7M +$16M +16,445 +495%
KCM
623
Kanawha Capital Management
Virginia
$19.7M +$610K +626 +3%
DAS
624
Dynamic Advisor Solutions
Arizona
$19.7M -$133K -136 -0.7%
CFO
625
Callan Family Office
Pennsylvania
$19.7M +$635K +652 +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.