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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
Treasurer of the State of North Carolina
176
Treasurer of the State of North Carolina
North Carolina
$189M +$3.94M +4,047 +2%
NAMI
177
Nomura Asset Management International
Pennsylvania
$189M -$8.36M -8,581 -4%
Empower Advisory Group
178
Empower Advisory Group
Colorado
$189M +$9.33M +9,571 +5%
DADC
179
D.A. Davidson & Co
Montana
$189M +$969K +994 +0.5%
DWA
180
Douglass Winthrop Advisors
New York
$188M -$2.25M -2,304 -1%
CRM
181
Cardano Risk Management
Netherlands
$187M +$8.51M +8,735 +5%
FAF
182
Fjarde Ap-fonden
Sweden
$182M +$66.4M +68,110 +60%
Qube Research & Technologies (QRT)
183
Qube Research & Technologies (QRT)
United Kingdom
$180M -$411M -421,746 -70%
Lazard Asset Management
184
Lazard Asset Management
New York
$180M +$72.9M +74,800 +71%
TG
185
TCW Group
California
$177M -$4.62M -4,737 -3%
RAM
186
Resona Asset Management
Japan
$176M -$2.41M -2,468 -1%
MSV
187
MN Services Vermogensbeheer
Netherlands
$171M -$390K -400 -0.2%
KK
188
KLP Kapitalforvaltning
Norway
$164M +$5.54M +5,680 +4%
WF
189
Welch & Forbes
Massachusetts
$161M -$954K -979 -0.6%
SPIA
190
Steward Partners Investment Advisory
New York
$161M +$21.3M +21,888 +16%
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$159M -$41.7M -42,802 -21%
Point72 Asset Management
192
Point72 Asset Management
Connecticut
$155M +$119M +122,112 +365%
HIIFS
193
Harel Insurance Investments & Financial Services
Israel
$154M +$145M +148,350 +2,432%
NA
194
NewEdge Advisors
Louisiana
$152M -$1.36M -1,394 -0.9%
State of New Jersey Common Pension Fund D
195
State of New Jersey Common Pension Fund D
New Jersey
$152M +$96.5K +99 +0.1%
NAM
196
Nissay Asset Management
Japan
$152M +$28.9M +29,703 +24%
DZ Bank
197
DZ Bank
Germany
$151M +$8.14M +8,357 +6%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$150M +$22.2M +22,747 +18%
Daiwa Securities Group
199
Daiwa Securities Group
Japan
$149M +$5.84M +5,995 +4%
State of Tennessee, Department of Treasury
200
State of Tennessee, Department of Treasury
Tennessee
$149M -$174K -179 -0.1%

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.