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Pricesmart

359 hedge funds and large institutions have $4.05B invested in Pricesmart in 2026 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 119 increasing their positions, 137 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

13% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 137

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

45% less call options, than puts

Call options by funds: $4.61M | Put options by funds: $8.38M

Holders
359
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.61M
Puts
$8.38M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$289K
MYIA
227
Mount Yale Investment Advisors
Colorado
$283K
CWG
228
C WorldWide Group
Denmark
$282K
BC
229
Bayforest Capital
United Kingdom
$278K
CT
230
Chicago Trust
Illinois
$274K
EGM
231
Engineers Gate Manager
New York
$272K
PCM
232
Prelude Capital Management
New York
$268K
RFC
233
Regions Financial Corp
Alabama
$267K
JSW
234
Journey Strategic Wealth
New Jersey
$264K
MML Investors Services
235
MML Investors Services
Massachusetts
$261K
DnB Asset Management
236
DnB Asset Management
Norway
$260K
Rafferty Asset Management
237
Rafferty Asset Management
New York
$259K
SC
238
Savant Capital
Illinois
$258K
IF
239
Ironwood Financial
Arizona
$250K
BPC
240
Banque Pictet & Cie
Switzerland
$245K
CFO
241
Callan Family Office
Pennsylvania
$243K
CGH
242
Crossmark Global Holdings
Texas
$242K
JFG
243
Jefferies Financial Group
New York
$242K
AAM
244
Advisors Asset Management
Colorado
$242K
AFP
245
Ausdal Financial Partners
Iowa
$237K
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$236K
SAM
247
Sawgrass Asset Management
Florida
$236K
PWG
248
Portside Wealth Group
Utah
$234K
ECM
249
Everence Capital Management
Indiana
$233K
M&T Bank
250
M&T Bank
New York
$222K