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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
TFA
326
Transamerica Financial Advisors
Florida
$2.75K
WWM
327
Wolff Wiese Magana
California
$2.56K
MCM
328
MAI Capital Management
Ohio
$2.41K
FMII
329
Farmers & Merchants Investments Inc
Nebraska
$2.26K
MAM
330
Marquette Asset Management
Minnesota
$2.11K
CAL
331
Capital Advisors Ltd
Ohio
$2K
W
332
WealthCollab
Washington
$1.96K
SS
333
Sunbelt Securities
Texas
$1.96K
FGA
334
Fortis Group Advisors
New Jersey
$1.81K
LAM
335
Lummis Asset Management
Texas
$1.66K
ZBNA
336
Zions Bancorporation, National Association
Utah
$1.66K
CFM
337
Cornerstone Financial Management
Massachusetts
$1.5K
WA
338
Whipplewood Advisors
Colorado
$1.5K
AGWCA
339
Annis Gardner Whiting Capital Advisors
Florida
$1.35K
TWD
340
True Wealth Design
Ohio
$1.2K
DF
341
DecisionPoint Financial
Arizona
$1.2K
PWA
342
Physician Wealth Advisors
Utah
$1.05K
CI
343
CX Institutional
Indiana
$1K
DPW
344
DiNuzzo Private Wealth
Pennsylvania
$903
SIC
345
SJS Investment Consulting
Ohio
$903
BGAI
346
Bruce G. Allen Investments
Colorado
$753
APW
347
Atlantic Private Wealth
North Carolina
$753
MCM
348
Manchester Capital Management
Vermont
$753
RWM
349
Rialto Wealth Management
New York
$753
TC
350
Trust Company
Kansas
$605