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Pricesmart

360 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

83% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 29

23% more capital invested

Capital invested by funds: $3.28B → $4.05B (+$769M)

5% more funds holding

Funds holding: 344360 (+16)

0.55% more ownership

Funds ownership: 86.85%87.4% (+0.55%)

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
360
Holders Change
+16
Holders Change %
+4.65%
% of All Funds
4.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
53
Increased
119
Reduced
137
Closed
29
Calls
$4.61M
Puts
$8.38M
Net Calls
-$3.78M
Net Calls Change
-$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
326
Transamerica Financial Advisors
Florida
$2.75K +$2.63K +18 New
WWM
327
Wolff Wiese Magana
California
$2.56K
MCM
328
MAI Capital Management
Ohio
$2.41K +$2.34K +16 New
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 +$1.46K +10 New
AGWCA
339
Annis Gardner Whiting Capital Advisors
Florida
$1.35K
BWA
340
Basecamp Wealth Advisors
Washington
$1.35K
DF
341
DecisionPoint Financial
Arizona
$1.2K
TWD
342
True Wealth Design
Ohio
$1.2K
PWA
343
Physician Wealth Advisors
Utah
$1.05K +$1.02K +7 New
CI
344
CX Institutional
Indiana
$1K -$730 -5 -42%
DPW
345
DiNuzzo Private Wealth
Pennsylvania
$903
SIC
346
SJS Investment Consulting
Ohio
$903 +$292 +2 +50%
BGAI
347
Bruce G. Allen Investments
Colorado
$753 -$438 -3 -38%
APW
348
Atlantic Private Wealth
North Carolina
$753
MCM
349
Manchester Capital Management
Vermont
$753
RWM
350
Rialto Wealth Management
New York
$753 +$146 +1 +25%

PSMT Hedge Fund Activity: Q1 2026 in Review

360 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Pricesmart (PSMT) for Q1 2026, worth a combined $4.05B — up 23% from $3.28B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PSMT positions and 29 closed out — a net gain of 24 holders — while 119 added to existing stakes and 137 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.9M. The largest seller was Black Creek Investment Management, cutting an estimated $69.2M.

  • 360 institutional investors held Pricesmart (PSMT) as of Q1 2026, up from 344 in Q4 2025.
  • Funds reported $4.05B of Pricesmart stock for Q1 2026, up 23% quarter-over-quarter.
  • 53 funds opened new Pricesmart positions in Q1 2026 and 29 closed out, a net change of +24 holders.
  • The largest Pricesmart buyer in Q1 2026 was Fidelity Investments, an estimated $42.9M added.
  • The largest Pricesmart seller in Q1 2026 was Black Creek Investment Management, an estimated $69.2M sold.

Based on aggregated 13F filings for Q1 2026.