PSMT icon

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
Los Angeles Capital Management
301
Los Angeles Capital Management
California
$17.3K
Federated Hermes
302
Federated Hermes
Pennsylvania
$17.3K
BFS
303
Bare Financial Services
Pennsylvania
$16.4K
BBHC
304
Brown Brothers Harriman & Co
New York
$13.2K
TPWA
305
Twin Peaks Wealth Advisors
California
$12.6K
Mitsubishi UFJ Asset Management
306
Mitsubishi UFJ Asset Management
Japan
$12K
WA
307
WPG Advisers
Maryland
$11.3K
AF
308
Allworth Financial
California
$11K
AssetMark Inc
309
AssetMark Inc
California
$10.2K
SIS
310
Sound Income Strategies
Florida
$9.73K
BONH
311
Bank of New Hampshire
New Hampshire
$9.63K
SS
312
SBI Securities
Japan
$9.48K
HNW
313
High Note Wealth
Minnesota
$7.07K
RIL
314
Rothschild Investment LLC
Illinois
$7.07K
CFO
315
CVA Family Office
Colorado
$6.32K
National Bank of Canada
316
National Bank of Canada
Quebec, Canada
$6.15K
KFAS
317
Keating Financial Advisory Services
Kansas
$5.87K
IA
318
IFP Advisors
Florida
$5.57K
JWA
319
JFS Wealth Advisors
Pennsylvania
$5.42K
MCA
320
McGuire Capital Advisors
Oklahoma
$5.12K
TPCW
321
TD Private Client Wealth
New York
$4.82K
GSEP
322
Golden State Equity Partners
California
$4.06K
FFO
323
Fortitude Family Office
Arizona
$3.91K
IAS
324
IMA Advisory Services
Colorado
$3.01K
EP
325
Essential Partners
California
$3.01K