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Costco

4,210 hedge funds and large institutions have $301B invested in Costco in 2026 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 1,718 increasing their positions, 1,710 reducing their positions, and 157 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 198 | Existing positions closed: 157

0% more repeat investments, than reductions

Existing positions increased: 1,718 | Existing positions reduced: 1,710

0.34% more ownership

Funds ownership: 72.19%72.53% (+0.34%)

10% less call options, than puts

Call options by funds: $9.02B | Put options by funds: $9.98B

1% less funds holding

Funds holding: 4,2564,210 (-46)

5% less capital invested

Capital invested by funds: $318B → $301B (-$17.5B)

36% less funds holding in top 10

Funds holding in top 10: 280179 (-101)

Holders
4,210
Holders Change
-46
Holders Change %
-1.08%
% of All Funds
50.95%
Holding in Top 10
179
Holding in Top 10 Change
-101
Holding in Top 10 Change %
-36.07%
% of All Funds
2.17%
New
198
Increased
1,718
Reduced
1,710
Closed
157
Calls
$9.02B
Puts
$9.98B
Net Calls
-$968M
Net Calls Change
-$339M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$32B -$742M -744,206 -2%
Vanguard Capital Management
2
Vanguard Capital Management
Pennsylvania
$27.1B +$129M +129,157 +0.4%
State Street
3
State Street
Massachusetts
$17.2B +$232M +232,719 +1%
Invesco
4
Invesco
Georgia
$13.1B +$359M +359,889 +3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.9B -$31.6M -31,752 -0.3%
Vanguard Portfolio Management
6
Vanguard Portfolio Management
Pennsylvania
$9.73B -$302M -303,080 -3%
Morgan Stanley
7
Morgan Stanley
New York
$9.56B +$321M +321,726 +3%
Bank of America
8
Bank of America
North Carolina
$6.78B -$264M -265,257 -4%
Norges Bank
9
Norges Bank
Norway
$6.06B +$6.45B +6,474,767 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$5.77B -$553M -555,048 -8%
Northern Trust
11
Northern Trust
Illinois
$4.52B -$91.9M -92,188 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.02B +$531M +533,261 +14%
JP Morgan Chase
13
JP Morgan Chase
New York
$4B +$184M +184,275 +5%
Charles Schwab
14
Charles Schwab
California
$3.4B +$231M +231,372 +7%
Goldman Sachs
15
Goldman Sachs
New York
$3.08B +$79.6M +79,925 +2%
Fisher Asset Management
16
Fisher Asset Management
Washington
$3.04B +$33.1M +33,184 +1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.01B -$176M -176,566 -5%
Nuveen
18
Nuveen
North Carolina
$2.98B +$115M +115,824 +4%
Wells Fargo
19
Wells Fargo
California
$2.91B -$5.68M -5,704 -0.2%
UBS AM
20
UBS AM
Illinois
$2.87B +$160M +160,893 +6%
Capital International Investors
21
Capital International Investors
California
$2.59B +$21.1M +21,187 +0.8%
AllianceBernstein
22
AllianceBernstein
Tennessee
$2.54B -$216M -217,241 -8%
UBS Group
23
UBS Group
Switzerland
$2.5B +$195M +195,593 +8%
Legal & General Group
24
Legal & General Group
United Kingdom
$2.36B +$20.8M +20,902 +0.8%
Vanguard Fiduciary Trust
25
Vanguard Fiduciary Trust
Pennsylvania
$2.35B -$44.5M -44,674 -2%

COST Hedge Fund Activity: Q2 2026 in Review

4,210 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q2 2026, worth a combined $301B — down 5.5% from $318B a quarter earlier.

Buyers outnumbered sellers: 198 funds opened new COST positions and 157 closed out — a net gain of 41 holders — while 1,718 added to existing stakes and 1,710 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $952M. The largest seller was Diamant Asset Management, cutting an estimated $6.7B.

  • 4,210 institutional investors held Costco (COST) as of Q2 2026, down from 4,256 in Q1 2026.
  • Funds reported $301B of Costco stock for Q2 2026, down 5.5% quarter-over-quarter.
  • 198 funds opened new Costco positions in Q2 2026 and 157 closed out, a net change of +41 holders.
  • The largest Costco buyer in Q2 2026 was SG Americas Securities, an estimated $952M added.
  • The largest Costco seller in Q2 2026 was Diamant Asset Management, an estimated $6.7B sold.

Based on aggregated 13F filings for Q2 2026.