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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
GIP
651
Granite Investment Partners
California
$18.3M +$433K +444 +2%
HWM
652
HFR Wealth Management
New York
$18.2M -$392K -402 -2%
VIM
653
Vancity Investment Management
British Columbia, Canada
$18.2M -$753K -773 -4%
AWM
654
Axxcess Wealth Management
California
$18.1M +$693K +711 +4%
MWM
655
Meridian Wealth Management
Kentucky
$18M -$338K -347 -2%
RC
656
Roundview Capital
New Jersey
$18M +$30.2K +31 +0.2%
CAM
657
Cozad Asset Management
Illinois
$18M +$325K +334 +2%
WDA
658
Wendell David Associates
New Hampshire
$17.9M +$158K +162 +0.9%
PI
659
PFG Investments
New York
$17.8M -$81.9K -84 -0.5%
ALMGDA
660
AG2R La Mondiale Gestion d'Actifs
France
$17.7M +$230K +236 +1%
ET
661
Entropy Technologies
New York
$17.7M +$1.94M +1,987 +13%
BBL
662
Beck Bode LLC
Massachusetts
$17.7M -$415K -426 -2%
RSS
663
Rosenblum Silverman Sutton
California
$17.7M -$232K -238 -1%
REST
664
Retail Employees Superannuation Trust
$17.6M +$10.7M +10,971 +163%
SAM
665
SEB Asset Management
$17.6M +$17.3M +17,710 New
SSA
666
Schonfeld Strategic Advisors
New York
$17.6M -$5.34M -5,481 -24%
AC
667
Addenda Capital
Quebec, Canada
$17.4M +$457K +469 +3%
FMII
668
Farmers & Merchants Investments Inc
Nebraska
$17.4M -$20.5K -21 -0.1%
AA
669
Ancora Advisors
Ohio
$17.4M -$254K -261 -1%
TCA
670
Trifecta Capital Advisors
Illinois
$17.3M -$70.2K -72 -0.4%
GAM
671
Gotham Asset Management
New York
$17.3M -$2.62M -2,690 -13%
FSCM
672
Front Street Capital Management
Montana
$17.3M -$4.62M -4,736 -21%
TSS
673
Thomas Story & Son
Indiana
$17.2M -$45.8K -47 -0.3%
PIM
674
Progressive Investment Management
Oregon
$17.2M -$69.2K -71 -0.4%
MCG
675
McCollum Christoferson Group
New York
$17.2M +$72.5M +74,405 +367%

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.