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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
PW
2751
Paladin Wealth
Minnesota
$745K +$81.9K +84 +12%
LWP
2752
LeClair Wealth Partners
Ohio
$745K
AWM
2753
Abound Wealth Management
Tennessee
$744K +$9.75K +10 +1%
PFM
2754
Peak Financial Management
Massachusetts
$744K -$1.95K -2 -0.3%
ACP
2755
Aveo Capital Partners
Colorado
$743K -$915K -939 -56%
BMM
2756
Berkshire Money Management
Massachusetts
$743K +$154K +158 +25%
EA
2757
Emerald Advisers
Pennsylvania
$741K -$187K -192 -20%
RA
2758
Ruggaard & Associates
Ohio
$741K -$50.7K -52 -6%
KRW
2759
Kaufman Rossin Wealth
Florida
$741K +$244K +250 +47%
CWM
2760
Concentrum Wealth Management
California
$740K +$400K +410 +110%
TWP
2761
Triad Wealth Partners
Kansas
$739K +$61.4K +63 +9%
RA
2762
Rise Advisors
New York
$739K +$38K +39 +5%
TPW
2763
Transatlantique Private Wealth
New York
$738K -$5.85K -6 -0.8%
PTC
2764
Petrus Trust Company
Texas
$737K +$760K +779 New
PCM
2765
Penserra Capital Management
California
$736K -$372K -382 -33%
HW
2766
Hamilton Wealth
California
$732K -$16.6K -17 -2%
MPW
2767
MGO Private Wealth
California
$731K -$14.6K -15 -2%
WPW
2768
Warther Private Wealth
Ohio
$730K +$31.2K +32 +4%
TPCM
2769
Templeton & Phillips Capital Management
Tennessee
$729K
CJ
2770
Caitlin John
Michigan
$728K -$1M -1,026 -57%
EFMC
2771
Empire Financial Management Company
New York
$728K -$19.5K -20 -3%
AFM
2772
Anson Funds Management
Texas
$726K +$39K +40 +5%
BCM
2773
BluePointe Capital Management
California
$724K +$238K +244 +47%
CCA
2774
Cadent Capital Advisors
Oklahoma
$722K +$975 +1 +0.1%
TWA
2775
Tandem Wealth Advisors
Arizona
$722K -$145K -149 -16%

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.