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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
PIM
2526
Profit Investment Management
Maryland
$979K
FFC
2527
First Financial Corp
Indiana
$978K -$12.7K -13 -1%
CFG
2528
CKW Financial Group
Hawaii
$975K -$1.35M -1,388 -58%
FFS
2529
Fortress Financial Solutions
Arizona
$975K +$496K +509 +98%
PWA
2530
Prairie Wealth Advisors
Nebraska
$970K +$1.95K +2 +0.2%
TFA
2531
Trinity Financial Advisors
Ohio
$970K -$9.75K -10 -1%
BIM
2532
Barton Investment Management
Pennsylvania
$968K
NAAA
2533
New Age Alpha Advisors
New York
$967K -$16M -16,391 -94%
DI
2534
Diligent Investors
California
$966K +$128K +131 +15%
PAMG
2535
Patton Albertson Miller Group
Tennessee
$965K +$975 +1 +0.1%
CWC
2536
Carolinas Wealth Consulting
North Carolina
$962K +$50.7K +52 +5%
RRCM
2537
Rappaport Reiches Capital Management
Illinois
$962K +$58.5K +60 +6%
EA
2538
Eclectic Associates
California
$960K -$88.7K -91 -8%
LFS
2539
Littlejohn Financial Services
Oregon
$960K -$60.4K -62 -6%
RB
2540
Renasant Bank
Mississippi
$960K -$31.2K -32 -3%
FG
2541
Foster Group
Iowa
$959K +$156K +160 +19%
EGWAG
2542
Elwood & Goetz Wealth Advisory Group
Georgia
$959K -$43.9K -45 -4%
KAS
2543
KPP Advisory Services
Kentucky
$957K +$31.2K +32 +3%
ICP
2544
Interchange Capital Partners
Pennsylvania
$957K +$23.4K +24 +2%
BW
2545
Blalock Williams
Alabama
$956K +$48.7K +50 +5%
CTC
2546
Cetera Trust Company
Minnesota
$954K -$34.1K -35 -3%
ACM
2547
Ascent Capital Management
Oregon
$954K +$13.7K +14 +1%
MGWM
2548
Marks Group Wealth Management
Minnesota
$954K +$6.83K +7 +0.7%
ODIJL
2549
One Day In July LLC
Vermont
$954K +$63.4K +65 +7%
RFS
2550
Richardson Financial Services
Massachusetts
$953K -$14.6K -15 -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.