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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
2501
Clarus Wealth Advisors
Arizona
$1.02M +$92.6K +95 +10%
AFA
2502
Antonelli Financial Advisors
Michigan
$1.02M
HHAA
2503
Henry H. Armstrong Associates
Pennsylvania
$1.02M +$43.9K +45 +4%
BC
2504
Belmont Capital
California
$1.02M +$854K +876 +438%
DQRIM
2505
Dale Q Rice Investment Management
Washington
$1.02M
FNBOH
2506
First National Bank of Hutchinson
Kansas
$1.02M +$48.7K +50 +5%
WRPWM
2507
Werba Rubin Papier Wealth Management
California
$1.01M +$6.83K +7 +0.7%
SCM
2508
Sunbeam Capital Management
Georgia
$1.01M +$975 +1 +0.1%
PFWA
2509
Paces Ferry Wealth Advisors
Georgia
$1.01M -$1.95K -2 -0.2%
CCA
2510
Conestoga Capital Advisors
Pennsylvania
$1.01M
AIM
2511
Aspen Investment Management
Michigan
$1M +$309K +317 +42%
TC
2512
Trilogy Capital
California
$1M +$263K +270 +34%
EFG
2513
Embree Financial Group
Illinois
$1,000K +$195K +200 +23%
PDL
2514
Portfolio Design Labs
California
$995K +$63.4K +65 +7%
VIP
2515
Vista Investment Partners
Oklahoma
$995K +$257K +264 +34%
PAS
2516
PKS Advisory Services
New York
$991K +$8.78K +9 +0.9%
BMC
2517
Bear Mountain Capital
Washington
$989K +$440K +451 +82%
FBT
2518
First Bankers Trust
Kentucky
$988K -$86.8K -89 -8%
PPC
2519
Park Place Capital
Alabama
$988K -$10.7K -11 -1%
BIC
2520
Beach Investment Counsel
Pennsylvania
$986K -$122K -125 -11%
IWN
2521
Independent Wealth Network
Iowa
$986K -$192K -197 -16%
LBC
2522
Leigh Baldwin & Co
New York
$984K -$31.2K -32 -3%
DWMS
2523
Dominguez Wealth Management Solutions
Virginia
$984K
SOAG
2524
Silver Oak Advisory Group
Oregon
$983K +$975 +1 +0.1%
PP
2525
Postrock Partners
Oregon
$982K

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.