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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
FSA
2726
Financial Security Advisor
Virginia
$767K -$2.92K -3 -0.4%
AF
2727
Apexium Financial
Texas
$767K +$37K +38 +5%
RP
2728
Riverwater Partners
Wisconsin
$766K -$41.9K -43 -5%
CFA
2729
CWS Financial Advisors
Michigan
$766K +$244K +250 +45%
AFP
2730
Alpha Financial Partners
Kentucky
$765K -$156K -160 -17%
CGH
2731
CMG Global Holdings
Texas
$764K -$79K -81 -9%
GA
2732
Goldstein Advisors
Wisconsin
$763K +$113K +116 +17%
EAM
2733
Empirical Asset Management
Massachusetts
$763K -$20.3M -20,831 -96%
BFA
2734
Beacon Financial Advisory
Ohio
$761K +$72.1K +74 +10%
AIA
2735
AssuredPartners Investment Advisors
Florida
$760K +$111K +114 +17%
FAFN
2736
First Affirmative Financial Network
Colorado
$758K -$6.83K -7 -0.9%
BOTPPF
2737
Board of the Pension Protection Fund
United Kingdom
$757K +$780K +800 New
IWP
2738
Invenio Wealth Partners
Florida
$755K +$213K +218 +38%
WWG
2739
West Wealth Group
California
$754K +$104K +107 +16%
WWM
2740
Whalen Wealth Management
Nevada
$753K -$9.75K -10 -1%
SDWMA
2741
Schneider Downs Wealth Management Advisors
Pennsylvania
$753K +$39K +40 +5%
BFA
2742
Bill Few Associates
Pennsylvania
$752K +$129K +132 +20%
CWM
2743
CCG Wealth Management
California
$752K -$90.7K -93 -10%
WMA
2744
Wealth Management Associates
New Jersey
$751K -$4.88K -5 -0.6%
NFC
2745
Northeast Financial Consultants
Connecticut
$749K -$509K -522 -40%
CCM
2746
Chickasaw Capital Management
Tennessee
$747K
PFS
2747
Prospect Financial Services
New York
$747K -$27.3K -28 -3%
NWMG
2748
National Wealth Management Group
Ohio
$747K -$450K -462 -37%
FCCM
2749
First City Capital Management
Georgia
$746K -$126K -129 -14%
PL
2750
Perpetual Ltd
Australia
$746K +$70.2K +72 +10%

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.