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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
WE
2801
Wealth Effects
Massachusetts
$705K -$87.7K -90 -11%
BWM
2802
Blossom Wealth Management
California
$704K +$13.7K +14 +2%
MWG
2803
Martin Worley Group
Utah
$703K -$47.8K -49 -6%
OPA
2804
Old Port Advisors
Maine
$702K -$116K -119 -14%
CCG
2805
Catalina Capital Group
California
$702K -$1.64M -1,682 -69%
MAC
2806
Mason & Associates (California)
California
$700K +$16.6K +17 +2%
GA
2807
Greenspring Advisors
Maryland
$696K -$39K -40 -5%
VFA
2808
Voya Financial Advisors
Connecticut
$694K -$85.8K -88 -11%
FWMM
2809
Foundation Wealth Management (Missouri)
Missouri
$694K -$187K -192 -21%
VW
2810
Veridan Wealth
Oregon
$690K +$346K +355 +95%
AC
2811
Asio Capital
Kentucky
$689K -$1.95K -2 -0.3%
JCM
2812
Jacobsen Capital Management
Utah
$689K +$52.6K +54 +8%
SFP
2813
Sterling Financial Planning
New Jersey
$687K +$13.7K +14 +2%
CAG
2814
Centerpoint Advisory Group
Kansas
$687K +$12.7K +13 +2%
SW
2815
SkyOak Wealth
Michigan
$686K
KL
2816
KilterHowling LLC
Colorado
$686K +$663K +680 New
RA
2817
Riverstone Advisors
Texas
$685K +$34.1K +35 +5%
BF
2818
Blankinship & Foster
California
$685K +$394K +404 +126%
KL
2819
KWMG LLC
Kansas
$684K +$4.88K +5 +0.7%
MWM
2820
Mindset Wealth Management
Indiana
$684K +$56.5K +58 +9%
EA
2821
Echo45 Advisors
California
$683K +$33.1K +34 +5%
WN
2822
Williams & Novak
California
$682K +$273K +280 +64%
RCWM
2823
Royal Capital Wealth Management
Indiana
$682K
CD
2824
Chapin Davis
Maryland
$682K -$74.1K -76 -10%
EF
2825
Exeter Financial
Arizona
$681K

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.