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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
STA
626
Summit Trail Advisors
New York
$19.6M +$3.84M +3,941 +25%
GAM
627
Groupama Asset Management
France
$19.6M +$2.01M +2,060 +12%
OGC
628
Oak Grove Capital
New Hampshire
$19.5M +$171K +175 +0.9%
Renaissance Technologies
629
Renaissance Technologies
New York
$19.4M -$656M -673,546 -97%
SAM
630
Synergy Asset Management
Washington
$19.3M -$576K -591 -3%
JFG
631
Jefferies Financial Group
New York
$19.3M -$11.5M -11,798 -38%
VLKIM
632
Van Lanschot Kempen Investment Management
Netherlands
$19.2M -$1.61M -1,654 -8%
Capital Fund Management (CFM)
633
Capital Fund Management (CFM)
France
$19.2M -$2.05M -2,106 -10%
BFA
634
Bragg Financial Advisors
North Carolina
$19.2M +$174K +179 +0.9%
WWM
635
Western Wealth Management
Colorado
$19.1M +$3.25M +3,333 +21%
EFM
636
E Fund Management
China
$18.9M +$18.5M +18,986 New
SFS
637
Sowell Financial Services
Arkansas
$18.8M +$757K +777 +4%
MIG
638
McGuire Investment Group
Rhode Island
$18.7M -$969K -994 -5%
MGP
639
Metis Global Partners
California
$18.6M -$295K -303 -2%
GAM
640
Generali Asset Management
Italy
$18.6M -$2.51M -2,574 -12%
SC
641
Slow Capital
California
$18.6M +$819K +840 +5%
AP
642
Americana Partners
Texas
$18.6M +$2.13M +2,183 +13%
RSWM
643
Robertson Stephens Wealth Management
California
$18.5M -$83.8K -86 -0.5%
CSI
644
Cross Staff Investments
New York
$18.5M
KC
645
KCM Capital
Kansas
$18.4M -$975 -1 -0%
GLA
646
Great Lakes Advisors
Illinois
$18.4M +$7.11M +7,301 +65%
B
647
Bellecapital
Switzerland
$18.3M +$645K +662 +4%
BONST
648
Bank of Nova Scotia Trust
Ontario, Canada
$18.3M -$417K -428 -2%
UF
649
Univest Financial
Pennsylvania
$18.3M -$154K -158 -0.9%
NSAM
650
North Star Asset Management
Wisconsin
$18.3M -$510K -523 -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.