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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
RBWA
2826
RFG - Bristol Wealth Advisors
Massachusetts
$681K +$5.85K +6 +0.8%
CFG
2827
Carr Financial Group
Massachusetts
$680K +$85.8K +88 +14%
AWM
2828
Aberdeen Wealth Management
Illinois
$677K
PAM
2829
Palisade Asset Management
Minnesota
$676K
CIP
2830
Convergence Investment Partners
Florida
$676K -$139K -143 -17%
LWM
2831
Lakeridge Wealth Management
Ohio
$675K -$36.1K -37 -5%
BAM
2832
BOS Asset Management
Illinois
$675K +$36.1K +37 +5%
LCGC
2833
Legacy Capital Group California
California
$675K -$1.45M -1,483 -68%
CWM
2834
Copia Wealth Management
Oregon
$673K +$292K +300 +73%
CYG
2835
Clean Yield Group
Vermont
$673K +$5.85K +6 +0.9%
PWP
2836
Prasad Wealth Partners
Ohio
$673K +$171K +175 +33%
CANC
2837
Culbertson A N & Co
Virginia
$672K -$16.6K -17 -2%
TM
2838
TigerOak Management
New Mexico
$672K -$10.7K -11 -2%
JWM
2839
Jupiter Wealth Management
Colorado
$671K +$69.2K +71 +12%
OIM
2840
Oder Investment Management
California
$671K +$19.5K +20 +3%
FCT
2841
First Community Trust
Iowa
$671K
SFWC
2842
Strategic Family Wealth Counselors
New Jersey
$670K +$975 +1 +0.1%
EC
2843
EdgeRock Capital
Colorado
$668K -$19.5K -20 -3%
WPC
2844
White Pine Capital
Minnesota
$667K +$33.1K +34 +5%
AR
2845
Apeiron RIA
Texas
$665K +$29.2K +30 +4%
SB
2846
Sunflower Bank
Texas
$662K +$12.7K +13 +2%
AGA
2847
Arkos Global Advisors
Texas
$662K +$61.4K +63 +10%
MHR
2848
Matthew Hamilton Rosenberg
$661K +$24.4K +25 +4%
CA
2849
Callahan Advisors
Texas
$660K -$48.7K -50 -7%
UIA
2850
Ulland Investment Advisors
Minnesota
$659K

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.