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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
TRCT
201
Tower Research Capital (TRC)
New York
$414K +$155K +1,060 +63%
PCS
202
Personal CFO Solutions
New Jersey
$414K -$15K -103 -4%
SLAM
203
Swiss Life Asset Management
$409K +$12.3K +84 +3%
BFM
204
Boothbay Fund Management
New York
$407K +$395K +2,703 New
KeyBank National Association
205
KeyBank National Association
Ohio
$406K -$166K -1,139 -30%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$404K -$19K -130 -5%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$400K +$30.4K +208 +9%
Corient Private Wealth
208
Corient Private Wealth
Florida
$393K -$216K -1,479 -36%
Two Sigma Investments
209
Two Sigma Investments
New York
$391K +$380K +2,600 New
RC
210
RBF Capital
California
$376K
HWAM
211
Hennion & Walsh Asset Management
New Jersey
$369K +$15.2K +104 +4%
CL
212
Choreo LLC
Illinois
$365K -$30.5K -209 -8%
X
213
Xponance
Pennsylvania
$362K +$54.9K +376 +19%
QC
214
Quadrature Capital
United Kingdom
$349K +$338K +2,317 New
AP
215
Anchyra Partners
Georgia
$348K +$1.31K +9 +0.4%
HW
216
Hancock Whitney
Mississippi
$330K -$287K -1,963 -48%
Carson Wealth (CWM LLC)
217
Carson Wealth (CWM LLC)
Nebraska
$327K +$730 +5 +0.2%
AIP
218
Ameritas Investment Partners
Nebraska
$323K
AI
219
Atria Investments
North Carolina
$312K -$17.8K -122 -6%
ECM
220
Evergreen Capital Management
Washington
$300K +$5.84K +40 +2%
Capstone Investment Advisors
221
Capstone Investment Advisors
New York
$299K +$290K +1,985 New
SFA
222
Sequoia Financial Advisors
Ohio
$298K -$60.3K -413 -17%
CA
223
Clearstead Advisors
Ohio
$295K -$75.8K -519 -21%
GLA
224
Great Lakes Advisors
Illinois
$294K -$48.1K -329 -14%
BA
225
Bridgewater Associates
Connecticut
$290K -$667K -4,570 -70%

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.