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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
WFI
2926
West Family Investments
California
$604K -$1.3M -1,338 -68%
TCWM
2927
Total Clarity Wealth Management
Illinois
$604K
LF
2928
Lantz Financial
Illinois
$604K -$6.83K -7 -1%
AWA
2929
Alaska Wealth Advisors
Alaska
$603K +$113K +116 +22%
EWM
2930
Elevatus Welath Management
New York
$602K -$79.9K -82 -11%
HCP
2931
Holt Capital Partners
Texas
$602K
PNAA
2932
Pictet North America Advisors
Switzerland
$602K
UIM
2933
Unified Investment Management
Georgia
$602K -$73.1K -75 -11%
TSWM
2934
Triangle Securities Wealth Management
North Carolina
$601K +$26.3K +27 +4%
Wolverine Trading
2935
Wolverine Trading
Illinois
$601K -$11.6M -11,897 -95%
AMBIA
2936
Allen Mooney & Barnes Investment Advisors
Georgia
$600K
MWA
2937
MN Wealth Advisors
Kansas
$600K -$67.3K -69 -10%
NG
2938
Novem Group
New York
$599K -$41.9K -43 -6%
IF
2939
Intrua Financial
Texas
$599K -$6.83K -7 -1%
VWMG
2940
Virginia Wealth Management Group
Virginia
$596K -$279K -286 -31%
FAP
2941
Financial Advisory Partners
Florida
$596K -$39K -40 -6%
FSC
2942
Full Sail Capital
Oklahoma
$596K -$12.7K -13 -2%
EAM
2943
Evanson Asset Management
California
$593K -$117K -120 -16%
VP
2944
Verum Partners
North Carolina
$592K +$122K +125 +25%
BAM
2945
Bosun Asset Management
Illinois
$592K -$10.7K -11 -2%
PCMN
2946
Paradigm Capital Management (Nevada)
Nevada
$591K
VPP
2947
Vertex Planning Partners
Illinois
$589K +$975 +1 +0.2%
CWM
2948
Chesapeake Wealth Management
Virginia
$589K -$16.6K -17 -3%
SWM
2949
SilverOak Wealth Management
Minnesota
$588K
PTC
2950
Philadelphia Trust Company
Pennsylvania
$588K -$343K -352 -36%

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.