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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
RFC
251
Regions Financial Corp
Alabama
$92.4M +$1.2M +1,233 +1%
ZIG
252
Zurich Insurance Group
Switzerland
$92.1M +$43.1M +44,243 +83%
IG
253
ING Group
Netherlands
$92M +$20.1M +20,605 +27%
FAF
254
Fjarde Ap-fonden
Sweden
$91.7M +$6.53M +6,700 +7%
CM
255
Capula Management
Cayman Islands
$91.2M +$93.6M +95,982 +22,065%
IGYL
256
I.G.Y. Ltd
United Kingdom
$90.6M -$258K -265 -0.3%
MCM
257
MAI Capital Management
Ohio
$89.8M -$3.13M -3,211 -3%
NIM
258
Northeast Investment Management
Massachusetts
$89.3M -$1.46M -1,497 -2%
CFB
259
Cullen/Frost Bankers
Texas
$89M -$2.1M -2,152 -2%
OC
260
Oppenheimer & Co
New York
$88.9M -$2.63M -2,697 -3%
TIM
261
Thornburg Investment Management
New Mexico
$88.5M -$2.32M -2,379 -20%
BPWM
262
Badgley Phelps Wealth Managers
Washington
$87M -$726K -745 -0.8%
WPM
263
Worldly Partners Management
Massachusetts
$86.4M +$363K +372 +0.4%
UB
264
UMB Bank
Missouri
$86.1M -$3.93M -4,030 -4%
AS
265
Aware Super
Australia
$85.6M
NC
266
Nicholas Company
Wisconsin
$83.5M -$16.7M -17,159 -16%
DCM
267
Donaldson Capital Management
Indiana
$83.2M +$780K +800 +0.9%
UCFA
268
United Capital Financial Advisors
Texas
$82.2M -$4.32M -4,435 -5%
Jones Financial Companies
269
Jones Financial Companies
Missouri
$81.9M +$24.8M +25,448 +41%
NA
270
NewEdge Advisors
Louisiana
$81.8M +$2.17M +2,230 +3%
AV
271
ASR Vermogensbeheer
Netherlands
$81M +$83.5M +85,680 New
JIC
272
Johnson Investment Counsel
Ohio
$80.9M -$67.3K -69 -0.1%
PGFC
273
Peapack-Gladstone Financial Corp
New Jersey
$80.6M -$4.52M -4,631 -5%
Allspring Global Investments
274
Allspring Global Investments
North Carolina
$80.3M -$5.92M -6,068 -7%
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$80.3M +$47.8K +49 +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.