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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
BIA
2876
Bigelow Investment Advisors
Maine
$638K +$2.92K +3 +0.4%
EIA
2877
Edgemoor Investment Advisors
Maryland
$638K +$3.9K +4 +0.6%
FCM
2878
Fourpath Capital Management
Oklahoma
$637K +$4.88K +5 +0.7%
EE
2879
EWG Elevate
California
$637K -$10.7K -11 -2%
FA
2880
Financial Alternatives
California
$637K
BOJHT
2881
Bank of Jackson Hole Trust
Wyoming
$637K -$54.6K -56 -8%
SRC
2882
Shufro Rose & Co
New York
$636K -$1.95K -2 -0.3%
RF
2883
Rossby Financial
Florida
$635K +$39K +40 +7%
WAM
2884
Winslow Asset Management
Ohio
$635K
WMWM
2885
Whitaker-Myers Wealth Managers
Ohio
$635K +$138K +142 +27%
GFG
2886
Greystone Financial Group
Michigan
$635K +$654K +671 New
MG
2887
Marex Group
$634K -$38.6M -39,631 -98%
DIM
2888
Delta Investment Management
California
$633K +$92.6K +95 +17%
FFG
2889
Frisch Financial Group
New York
$632K +$9.75K +10 +2%
ABTD
2890
Arvest Bank Trust Division
Oklahoma
$632K +$215K +221 +49%
HTWM
2891
Hartmann Taylor Wealth Management
Texas
$632K +$651K +668 New
YDMI
2892
Y.D. More Investments
Israel
$629K +$88.7K +91 +12%
SGCA
2893
Steel Grove Capital Advisors
Tennessee
$627K -$26.3K -27 -4%
HIM
2894
Hillsdale Investment Management
Ontario, Canada
$627K -$263K -270 -29%
VFG
2895
V2 Financial group
Illinois
$627K +$975 +1 +0.2%
GC
2896
Gibson Capital
Pennsylvania
$626K -$374K -384 -37%
IIL
2897
Insight Inv LLC
California
$625K +$13.7M +14,100 +1,975%
EMB
2898
Elefante Mark B
$622K -$39K -40 -6%
CBB
2899
Citizens Business Bank
California
$621K +$365K +374 +132%
BP
2900
BNP Paribas
France
$621K -$268K -275 -39%

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.