We are live on ! Find out more
COST icon

Costco

3,944 hedge funds and large institutions have $288B invested in Costco in 2025 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 1,603 increasing their positions, 1,680 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 122

6% more funds holding in top 10

Funds holding in top 10: 336357 (+21)

1% more capital invested

Capital invested by funds: $286B → $288B (+$2.63B)

0% more funds holding

Funds holding: 3,9313,944 (+13)

0% more ownership

Funds ownership: 68.75%68.75% (+0%)

5% less repeat investments, than reductions

Existing positions increased: 1,603 | Existing positions reduced: 1,680

25% less call options, than puts

Call options by funds: $7.27B | Put options by funds: $9.66B

Holders
3,944
Holders Change
+13
Holders Change %
+0.33%
% of All Funds
52.88%
Holding in Top 10
357
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+6.25%
% of All Funds
4.79%
New
202
Increased
1,603
Reduced
1,680
Closed
122
Calls
$7.27B
Puts
$9.66B
Net Calls
-$2.39B
Net Calls Change
+$776M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$111M -$2.89M -2,964 -2%
X
227
Xponance
Pennsylvania
$108M +$1.54M +1,583 +1%
EWM
228
Evercore Wealth Management
New York
$107M -$1.23M -1,266 -1%
SA
229
Sanctuary Advisors
Indiana
$106M -$5.32M -5,454 -5%
CB
230
Commerce Bank
Missouri
$105M -$1.31M -1,341 -1%
MML Investors Services
231
MML Investors Services
Massachusetts
$105M +$2.94M +3,014 +3%
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$104M +$1.25M +1,286 +1%
DnB Asset Management
233
DnB Asset Management
Norway
$104M +$19.7M +20,206 +23%
KBC Group
234
KBC Group
Belgium
$104M -$19.9M -20,433 -16%
QCM
235
Quantinno Capital Management
New York
$102M +$31.3M +32,108 +42%
AB
236
Amalgamated Bank
New York
$102M -$46.8K -48 -0%
Balyasny Asset Management
237
Balyasny Asset Management
Illinois
$100M +$98.6M +101,119 +2,049%
RMDI
238
R.M. Davis Inc
Maine
$100M +$1.57M +1,615 +2%
CSIC
239
Clifford Swan Investment Counsel
California
$99.8M -$2.25M -2,309 -2%
Calamos Advisors
240
Calamos Advisors
Illinois
$99.6M -$2.24M -2,301 -2%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$99.2M -$106M -108,614 -51%
FDCDDQ
242
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.9M -$5.67M -5,820 -5%
ERSOT
243
Employees Retirement System of Texas
Texas
$98.9M -$7.41M -7,600 -7%
GIA
244
Gateway Investment Advisers
Ohio
$98.3M +$6.62M +6,794 +7%
CNB
245
Czech National Bank
Czech Republic
$96.4M +$5.74M +5,888 +6%
COPPSERS
246
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$96M +$7.12M +7,303 +8%
SC
247
Sapient Capital
Indiana
$95.5M -$76K -78 -0.1%
KCM
248
Kornitzer Capital Management
Kansas
$94.3M -$8.8M -9,023 -8%
MJRIC
249
Mogy Joel R Investment Counsel
California
$93.8M -$2M -2,049 -2%
GFM
250
GF Fund Management
China
$92.4M +$1.31M +1,342 +1%

COST Hedge Fund Activity: Q1 2025 in Review

3,944 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Costco (COST) for Q1 2025, worth a combined $288B — up 0.92% from $286B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new COST positions and 122 closed out — a net gain of 80 holders — while 1,603 added to existing stakes and 1,680 trimmed.

The largest buyer was Vanguard Group, adding an estimated $432M. The largest seller was California Public Employees Retirement System, cutting an estimated $454M.

  • 3,944 institutional investors held Costco (COST) as of Q1 2025, up from 3,931 in Q4 2024.
  • Funds reported $288B of Costco stock for Q1 2025, up 0.92% quarter-over-quarter.
  • 202 funds opened new Costco positions in Q1 2025 and 122 closed out, a net change of +80 holders.
  • The largest Costco buyer in Q1 2025 was Vanguard Group, an estimated $432M added.
  • The largest Costco seller in Q1 2025 was California Public Employees Retirement System, an estimated $454M sold.

Based on aggregated 13F filings for Q1 2025.