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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
EFG
2701
Elm3 Financial Group
Georgia
$788K -$16.6K -17 -2%
CP
2702
Clarendon Private
Massachusetts
$787K -$38K -39 -4%
IPAM
2703
Investment Partners Asset Management
New Jersey
$786K -$6.83K -7 -0.8%
MEAC
2704
M.E. Allison & Co
Texas
$783K +$18.5K +19 +2%
MQWP
2705
Morey & Quinn Wealth Partners
Nebraska
$783K +$15.6K +16 +2%
WGAM
2706
Wilkinson Global Asset Management
New York
$782K +$806K +827 New
MWM
2707
Maridea Wealth Management
New York
$780K +$323K +331 +67%
MAG
2708
M3 Advisory Group
Massachusetts
$779K -$166K -170 -17%
CWA
2709
CM Wealth Advisors
Ohio
$777K
MKC
2710
M. Kraus & Co
Vermont
$776K
GJIA
2711
Glass Jacobson Investment Advisors
Maryland
$775K
EB
2712
Exchange Bank
California
$775K -$2.92K -3 -0.4%
HL
2713
HeadInvest LLC
Maine
$774K -$382K -392 -32%
JJBC
2714
James J. Burns & Company
New York
$774K +$43.9K +45 +6%
BFG
2715
Beacon Financial Group
Texas
$774K -$34.1K -35 -4%
MWM
2716
Momentous Wealth Management
Washington
$773K +$114K +117 +17%
WCM
2717
WealthBridge Capital Management
Ohio
$773K +$31.2K +32 +4%
TFM
2718
Trademark Financial Management
Minnesota
$773K +$50.7K +52 +7%
VI
2719
Versor Investments
New York
$773K -$417K -428 -34%
DTL
2720
Dynamic Technology Lab
Singapore
$772K +$369K +378 +86%
JC
2721
JB Capital
Connecticut
$771K -$9.75K -10 -1%
ML
2722
McAdam LLC
Pennsylvania
$771K -$79K -81 -9%
ACH
2723
ArrowMark Colorado Holdings
Colorado
$770K
CA
2724
Cambridge Advisors
Nebraska
$769K
STA
2725
Shade Tree Advisors
New York
$769K

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.