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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
BHA
2901
Beech Hill Advisors
New York
$619K -$48.7K -50 -7%
FCM
2902
Firestone Capital Management
Florida
$619K -$67.3K -69 -10%
MA
2903
MCF Advisors
Kentucky
$619K +$19.5K +20 +3%
SWM
2904
Selective Wealth Management
Virginia
$618K +$3.9K +4 +0.6%
KPWG
2905
KFA Private Wealth Group
Virginia
$618K +$169K +173 +36%
ACA
2906
Affinity Capital Advisors
California
$618K +$41.9K +43 +7%
SEP
2907
Southland Equity Partners
Missouri
$618K +$21.4K +22 +3%
NED
2908
Nancy E. Dempze
$618K
BIM
2909
Bullseye Investment Management
Ohio
$616K -$39K -40 -6%
PCM
2910
Presidio Capital Management
California
$616K
JSAM
2911
J. Safra Asset Management
New York
$616K +$121K +124 +24%
RIP
2912
Reliant Investment Partners
North Carolina
$615K -$1.95K -2 -0.3%
PPWM
2913
Paragon Private Wealth Management
Kentucky
$614K +$315K +323 +99%
CCM
2914
Canal Capital Management
Virginia
$613K +$43.9K +45 +7%
TIM
2915
Thompson Investment Management
Wisconsin
$613K
FFG
2916
Floyd Financial Group
Missouri
$612K +$17.5K +18 +3%
LWIC
2917
Leith Wheeler Investment Counsel
British Columbia, Canada
$612K +$631K +647 New
PWP
2918
Phillips Wealth Planners
Mississippi
$610K -$15.6K -16 -2%
HCM
2919
Harvey Capital Management
Florida
$608K -$221K -227 -26%
TIP
2920
Torray Investment Partners
Maryland
$608K
BWG
2921
Boomfish Wealth Group
Georgia
$607K -$63.4K -65 -9%
PSIWM
2922
Paradigm Strategies in Wealth Management
Minnesota
$606K +$75.1K +77 +14%
CBT
2923
CoreFirst Bank & Trust
Kansas
$606K -$3.9K -4 -0.6%
TFG
2924
Taylor Financial Group
Virginia
$606K -$3.9K -4 -0.6%
CF
2925
Cyr Financial
Illinois
$604K +$34.1K +35 +6%

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.