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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
AFW
2676
Avantra Family Wealth
Pennsylvania
$818K
CPW
2677
Catalyst Private Wealth
California
$816K +$1.95K +2 +0.2%
MWA
2678
Medallion Wealth Advisors
Connecticut
$814K +$65.3K +67 +8%
VC
2679
Veery Capital
Delaware
$811K +$56.5K +58 +7%
RCA
2680
Ranch Capital Advisors
Florida
$811K +$14.6K +15 +2%
RS
2681
Retirement Solution
Washington
$809K +$181K +186 +28%
TFM
2682
TFC Financial Management
Massachusetts
$809K -$51.7K -53 -6%
NWAG
2683
Net Worth Advisory Group
Utah
$809K -$130K -133 -13%
PPH
2684
Pure Portfolios Holdings
Oregon
$808K -$23.4K -24 -3%
MCM
2685
Monarch Capital Management
Indiana
$807K -$975 -1 -0.1%
PIMG
2686
Patriot Investment Management Group
Tennessee
$806K
VW
2687
Vantage Wealth
California
$806K -$32.2K -33 -4%
TNB
2688
Thomasville National Bank
Georgia
$804K +$17.5K +18 +2%
MCM
2689
Monument Capital Management
Virginia
$804K +$26.3K +27 +3%
PWW
2690
Pettyjohn Wood & White
Virginia
$804K
WKSWA
2691
White Knight Strategic Wealth Advisors
New Jersey
$803K -$962K -987 -54%
MHC
2692
May Hill Capital
Massachusetts
$801K +$7.8K +8 +1%
DCM
2693
DGS Capital Management
New Jersey
$800K +$69.2K +71 +9%
KCFA
2694
Key Client Fiduciary Advisors
New Jersey
$797K +$45.8K +47 +6%
TS
2695
Tamar Securities
California
$796K +$4.88K +5 +0.6%
WC
2696
Weil Company
California
$796K +$9.75K +10 +1%
BCP
2697
Berkeley Capital Partners
Georgia
$795K +$29.2K +30 +4%
WF
2698
Womack Financial
Texas
$790K
SIA
2699
Sit Investment Associates
Minnesota
$788K
CWMGO
2700
Capstone Wealth Management Group (Oregon)
Oregon
$788K -$229K -235 -22%

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.