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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
MAM
2651
McLean Asset Management
Virginia
$851K +$18.5K +19 +2%
CWA
2652
Centennial Wealth Advisory
Michigan
$848K +$65.3K +67 +8%
TFO
2653
Tarbox Family Office
California
$846K -$2.92K -3 -0.3%
BAM
2654
Berkshire Asset Management
Pennsylvania
$841K +$37K +38 +5%
MW
2655
Marcum Wealth
Ohio
$839K +$61.4K +63 +8%
CAG
2656
Cypress Advisory Group
Arizona
$837K -$522K -535 -38%
BCG
2657
Bravias Capital Group
New Jersey
$837K -$233K -239 -21%
NCM
2658
New Capital Management
Texas
$836K
PC
2659
Promus Capital
Illinois
$832K +$33.1K +34 +4%
MWM
2660
MGB Wealth Management
Texas
$831K +$327K +335 +62%
PP
2661
Pacifica Partners
Canada
$831K -$46.8K -48 -5%
OBWG
2662
Onyx Bridge Wealth Group
New York
$830K +$40.9K +42 +5%
NP
2663
Ninepoint Partners
Ontario, Canada
$829K -$213K -218 -20%
KIC
2664
Kensington Investment Counsel
California
$829K -$20.5K -21 -2%
CAM
2665
Close Asset Management
United Kingdom
$828K -$379K -389 -31%
PSA
2666
Plum Street Advisors
Louisiana
$827K
EFSCE
2667
Enterprise Financial Services Corp (EFSC)
Missouri
$824K +$1.95K +2 +0.2%
SF
2668
Safeguard Financial
Wisconsin
$823K -$94.6K -97 -10%
CMAI
2669
Capital Management Associates Inc
Minnesota
$823K +$366K +375 +76%
PGAM
2670
Princeton Global Asset Management
New Jersey
$822K -$121K -124 -12%
BWG
2671
Beta Wealth Group
California
$820K -$6.83K -7 -0.8%
RT
2672
Rockland Trust
Massachusetts
$819K -$225K -231 -21%
TIP
2673
Tandem Investment Partners
New Jersey
$819K -$85.8K -88 -9%
AWA
2674
Amplius Wealth Advisors
Pennsylvania
$819K +$10.7K +11 +1%
VBWMG
2675
Von Berge Wealth Management Group
California
$818K +$975 +1 +0.1%

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.