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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
CWA
2476
Capital Wealth Alliance
Arizona
$1.05M -$22.4K -23 -2%
SP
2477
Symmetry Partners
Connecticut
$1.04M +$11.7K +12 +1%
LIWM
2478
Long Island Wealth Management
New York
$1.04M
GFG
2479
GR Financial Group
Arizona
$1.04M -$23.4K -24 -2%
LG
2480
Lane Generational
Massachusetts
$1.04M
WSC
2481
Wellington Shields & Co
New York
$1.04M +$73.1K +75 +7%
SCM
2482
Sage Capital Management
New Jersey
$1.04M
CWA
2483
Clearview Wealth Advisors
Oregon
$1.04M
NPT
2484
Nixon Peabody Trust
Massachusetts
$1.04M +$60.4K +62 +6%
GWP
2485
Gen-Wealth Partners
Michigan
$1.04M +$96.5K +99 +10%
CFA
2486
Cahill Financial Advisors
Minnesota
$1.04M -$40K -41 -4%
Members Trust
2487
Members Trust
Florida
$1.04M -$31.2K -32 -3%
SMG
2488
Smart Money Group
Texas
$1.03M +$212K +217 +25%
IA
2489
IFG Advisors
Missouri
$1.03M
KFA
2490
Kapstone Financial Advisors
Ohio
$1.03M
PFSC
2491
Peoples Financial Services Corp
Pennsylvania
$1.03M
SFA
2492
Souders Financial Advisors
Ohio
$1.03M -$230K -236 -18%
EW
2493
Enzi Wealth
Texas
$1.03M +$4.88K +5 +0.5%
MFG
2494
Midwest Financial Group
Kansas
$1.02M +$253K +259 +31%
1M
2495
1248 Management
Missouri
$1.02M -$853K -875 -45%
PAM
2496
Paradigm Asset Management
New York
$1.02M
PI
2497
Pachira Investments
California
$1.02M -$13.7K -14 -1%
AIFAIM
2498
American Institute for Advanced Investment Management
Arizona
$1.02M -$9.75K -10 -0.9%
CPRC
2499
Consolidated Portfolio Review Corp
New York
$1.02M -$2.08M -2,131 -66%
CG
2500
CFO4Life Group
Texas
$1.02M +$21.4K +22 +2%

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.