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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
SCP
2776
Seizert Capital Partners
Michigan
$722K
SL
2777
SFM LLC
New Hampshire
$722K +$165K +169 +28%
FFA
2778
Fi3 Financial Advisors
Indiana
$721K +$55.6K +57 +8%
WCM
2779
Windsor Capital Management
Arizona
$721K -$243K -249 -25%
HWM
2780
HRC Wealth Management
Idaho
$719K +$2.92K +3 +0.4%
DE
2781
Diversified Enterprises
Delaware
$719K +$230K +236 +45%
DIA
2782
Davidson Investment Advisors
Montana
$719K -$7.8K -8 -1%
WTA
2783
Washington Trust Advisors
Massachusetts
$717K
SCA
2784
Sandy Cove Advisors
Massachusetts
$715K +$39K +40 +6%
CAM
2785
Concorde Asset Management
Michigan
$715K -$5.85K -6 -0.8%
AIA
2786
AIMZ Investment Advisors
California
$714K
SPI
2787
Strategic Planning Inc
Ohio
$712K +$734K +753 New
LCWP
2788
Legacy Capital Wealth Partners
Arkansas
$712K +$55.6K +57 +8%
CFO
2789
Collective Family Office
Pennsylvania
$711K -$131K -134 -15%
FFA
2790
Fragasso Financial Advisors
Pennsylvania
$711K +$37K +38 +5%
PCS
2791
Private Client Services
Kentucky
$710K -$112K -115 -13%
ACM
2792
AUA Capital Management
Pennsylvania
$709K
TWM
2793
Thrive Wealth Management
Pennsylvania
$709K -$14.6K -15 -2%
NERM
2794
New England Research & Management
Illinois
$709K -$161K -165 -18%
RLIM
2795
Red Lighthouse Investment Management
New York
$708K -$1.95K -2 -0.2%
KWM
2796
KFG Wealth Management
Indiana
$708K -$98.5K -101 -12%
HI
2797
Hendershot Investments
Virginia
$706K +$33.1K +34 +5%
DS
2798
DRW Securities
Illinois
$706K -$1.23M -1,262 -63%
VBA
2799
von Borstel & Associates
Oregon
$706K +$728K +747 New
LI
2800
LRI Investments
Florida
$705K +$6.83K +7 +0.9%

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.