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
CWD
2601
Clarity Wealth Development
Oregon
$902K -$8.78K -9 -1%
VW
2602
Vance Wealth
California
$902K +$87.7K +90 +10%
GFA
2603
Gallagher Fiduciary Advisors
Illinois
$898K +$22.4K +23 +2%
ACP
2604
Argyle Capital Partners
California
$897K -$35.1K -36 -4%
A
2605
AlphaQuest
New York
$896K +$923K +947 New
GCM
2606
Gladius Capital Management
Illinois
$895K -$1.79M -1,835 -66%
MAA
2607
Mraz Amerine & Associates
California
$894K +$975 +1 +0.1%
PCM
2608
Poehling Capital Management
Wisconsin
$894K -$105K -108 -10%
IF
2609
Integrity Financial
Wyoming
$894K +$174K +178 +23%
WAG
2610
Winthrop Advisory Group
Massachusetts
$894K -$178K -183 -16%
PBO
2611
Peoples Bank (Ohio)
Ohio
$891K -$221K -227 -19%
GA
2612
GFS Advisors
Texas
$890K +$313K +321 +52%
AWM
2613
Affinity Wealth Management
Delaware
$890K +$33.1K +34 +4%
MWM
2614
Mascoma Wealth Management
New Hampshire
$889K
LWM
2615
Liberty Wealth Management
California
$888K +$56.5K +58 +7%
NCM
2616
Northwest Capital Management
Oregon
$885K -$121K -124 -12%
LI
2617
LVZ Inc
Michigan
$884K +$64.3K +66 +8%
LWM
2618
Laidlaw Wealth Management
New York
$883K -$655K -672 -42%
SWIG
2619
Strategic Wealth Investment Group
Kentucky
$879K -$11.6M -11,911 -93%
TWM
2620
Tanager Wealth Management
United Kingdom
$879K +$229K +235 +34%
MCM
2621
McRae Capital Management
New Jersey
$878K -$48.7K -50 -5%
RFW
2622
Rainier Family Wealth
Washington
$878K +$45.8K +47 +5%
BZWA
2623
Blue Zone Wealth Advisors
California
$875K -$350K -359 -28%
MWS
2624
MFA Wealth Services
California
$874K +$975 +1 +0.1%
PHS
2625
Pekin Hardy Strauss
Illinois
$874K +$170K +174 +23%

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.