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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
MCM
2551
Magnolia Capital Management
New York
$953K
RA
2552
Riversedge Advisors
Delaware
$951K +$86.8K +89 +10%
DMBA
2553
Deseret Mutual Benefit Administrators
Utah
$951K
HAIM
2554
Hunter Associates Investment Management
Pennsylvania
$950K -$14.6K -15 -1%
MIC
2555
Meridian Investment Counsel
California
$947K
AAG
2556
Armstrong Advisory Group
Massachusetts
$947K
PAM
2557
Parvin Asset Management
South Dakota
$946K
BL
2558
Balentine LLC
Georgia
$946K +$745K +764 +324%
UOC
2559
UBS O'Connor
Illinois
$946K +$975K +1,000 New
BC
2560
Bridgefront Capital
Texas
$945K -$6.83K -7 -0.7%
GWA
2561
GGM Wealth Advisors
Maryland
$944K -$1.95K -2 -0.2%
GWM
2562
Greenwich Wealth Management
Connecticut
$944K -$194K -199 -17%
RTC
2563
Riverview Trust Company
Washington
$944K -$8.78K -9 -0.9%
BMWM
2564
Brown Miller Wealth Management
Virginia
$944K +$123K +126 +14%
PP
2565
PrairieView Partners
Minnesota
$943K +$975 +1 +0.1%
FZCM
2566
Flynn Zito Capital Management
New York
$943K -$2.92K -3 -0.3%
AP
2567
Adero Partners
California
$942K +$25.3K +26 +3%
SFC
2568
Strategic Financial Concepts
Texas
$942K -$60.4K -62 -6%
BSB
2569
Bangor Savings Bank
Maine
$940K -$106K -109 -10%
PSP
2570
Principal Street Partners
Tennessee
$936K -$12.7K -13 -1%
CCA
2571
Carrera Capital Advisors
Michigan
$936K +$167K +171 +21%
VV
2572
Verity & Verity
South Carolina
$933K -$292K -299 -23%
SIS
2573
Sound Income Strategies
Florida
$932K +$78K +80 +9%
PFA
2574
Petra Financial Advisors
Colorado
$931K -$875K -897 -48%
NRI
2575
NFP Retirement Inc
California
$931K +$4.88K +5 +0.5%

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.