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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
Fidelity International
2626
Fidelity International
Bermuda
$872K -$132K -135 -13%
SVWG
2627
Shared Vision Wealth Group
United States
$871K
SIM
2628
SSI Investment Management
California
$871K
PIM
2629
Provident Investment Management
Michigan
$870K
AWM
2630
Austin Wealth Management
Texas
$870K +$115K +118 +15%
LOPW
2631
Live Oak Private Wealth
North Carolina
$869K
SAM
2632
Sherman Asset Management
California
$868K
BFWA
2633
Benchmark Financial Wealth Advisors
Florida
$867K -$4.88K -5 -0.5%
CIAS
2634
CFS Investment Advisory Services
New Jersey
$867K +$20.5K +21 +2%
LA
2635
Lifeworks Advisors
Michigan
$865K +$19.5K +20 +2%
IWA
2636
Inspirion Wealth Advisors
Illinois
$865K +$58.5K +60 +7%
AFM
2637
Abbot Financial Management
Massachusetts
$863K +$1.95K +2 +0.2%
GFG
2638
Goldstone Financial Group
Illinois
$862K +$307K +315 +53%
ABWM
2639
Alpine Bank Wealth Management
Colorado
$862K +$888K +911 New
MFS
2640
Miller Financial Services
Michigan
$861K -$622K -638 -41%
UW
2641
Unique Wealth
Florida
$861K +$51.7K +53 +6%
CMP
2642
Courage Miller Partners
Virginia
$861K
AFA
2643
AA Financial Advisors
Ohio
$860K +$34.1K +35 +4%
SHWM
2644
Smith & Howard Wealth Management
Georgia
$858K -$12.7K -13 -1%
GAM
2645
Gemmer Asset Management
California
$858K +$57.5K +59 +7%
CS
2646
Crescent Sterling
Louisiana
$858K +$91.6K +94 +12%
CAM
2647
Councilmark Asset Management
Tennessee
$856K
HFS
2648
Howard Financial Services
Texas
$853K +$4.88K +5 +0.6%
CGA
2649
Crescent Grove Advisors
Illinois
$853K -$68.2K -70 -7%
MEG
2650
Millstone Evans Group
Colorado
$853K

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.