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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
CBTWT
2851
Community Bank & Trust (Waco, Texas)
Texas
$658K
VIA
2852
Victrix Investment Advisors
Florida
$657K -$18.5K -19 -3%
YWS
2853
Yarger Wealth Strategies
Ohio
$656K +$975 +1 +0.1%
BWM
2854
BCS Wealth Management
Tennessee
$655K -$188K -193 -22%
SIM
2855
Seaview Investment Managers
Florida
$653K +$673K +690 New
DWG
2856
Darden Wealth Group
Michigan
$651K +$22.4K +23 +3%
SIC
2857
Samalin Investment Counsel
New York
$651K +$64.3K +66 +11%
KCM
2858
KRS Capital Management
Michigan
$650K
OGF
2859
Orin Green Financial
California
$650K +$662K +679 New
VST
2860
Van Strum & Towne
California
$650K -$39K -40 -6%
TCM
2861
Tributary Capital Management
Nebraska
$648K -$151K -155 -18%
CCWM
2862
Correct Capital Wealth Management
Missouri
$648K +$3.9K +4 +0.6%
AA
2863
Altrafin AG
$647K -$4.19M -4,297 -86%
OAM
2864
Occidental Asset Management
California
$647K +$324K +332 +94%
BWM
2865
BankPlus Wealth Management
Mississippi
$645K -$19.5K -20 -3%
FWI
2866
Facet Wealth Inc
Maryland
$645K +$12.7K +13 +2%
SA
2867
Scarborough Advisors
Maryland
$644K +$34.1K +35 +5%
HHWM
2868
Hiley Hunt Wealth Management
Nebraska
$644K +$975 +1 +0.1%
RCA
2869
Runnymede Capital Advisors
Ohio
$643K +$5.85K +6 +0.9%
AIA
2870
Accelerate Investment Advisors
California
$643K +$80.9K +83 +14%
FM
2871
Family Management
New York
$639K -$29.2K -30 -4%
LBC
2872
Lowe Brockenbrough & Co
Virginia
$639K +$2.92K +3 +0.4%
AWM
2873
Accel Wealth Management
Iowa
$639K -$18.5K -19 -3%
NRG
2874
Nemes Rush Group
Michigan
$639K +$4.88K +5 +0.7%
HCC
2875
Hirtle Callaghan & Co
Pennsylvania
$638K -$89.7K -92 -12%

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.