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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
JLBC
2951
J.L. Bainbridge & Co
Florida
$587K
CFMC
2952
Curbstone Financial Management Corp
New Hampshire
$584K +$175K +180 +41%
FNB
2953
Farmers National Bank
Kentucky
$584K +$150K +154 +33%
AGC
2954
Aspen Grove Capital
Colorado
$583K +$3.9K +4 +0.7%
TCG
2955
Transcendent Capital Group
Oklahoma
$581K -$199K -204 -25%
HKIMG
2956
Hutchens & Kramer Investment Management Group
Indiana
$580K -$38K -39 -6%
GPWM
2957
Grant Private Wealth Management
California
$577K +$59.5K +61 +11%
AW
2958
Alaethes Wealth
Nevada
$575K -$14.6K -15 -2%
KFI
2959
Key Financial Inc
Pennsylvania
$575K +$19.5K +20 +3%
MSWM
2960
McGlone Suttner Wealth Management
Wisconsin
$574K +$52.6K +54 +10%
SCA
2961
Stonebridge Capital Advisors
Minnesota
$574K -$13.7K -14 -2%
PFC
2962
Phocas Financial Corp
California
$573K
MSWA
2963
Marshall & Sterling Wealth Advisors
New York
$571K -$40.9K -42 -7%
WSWA
2964
Warren Street Wealth Advisors
California
$570K +$57.5K +59 +11%
TCOTS
2965
Trust Company of the South
North Carolina
$568K +$73.1K +75 +14%
OAS
2966
Optivise Advisory Services
Tennessee
$568K +$3.9K +4 +0.7%
MCIA
2967
Mountain Capital Investment Advisors
Colorado
$568K +$8.78K +9 +2%
LCM
2968
Lattice Capital Management
Washington
$567K
MCI
2969
MRP Capital Investments
Georgia
$567K
CAGAS
2970
Capital Advisory Group Advisory Services
Minnesota
$567K +$46.8K +48 +9%
RS
2971
R Squared
Hong Kong
$567K +$585K +600 New
PA
2972
Parkside Advisors
California
$566K
FFB
2973
First Financial Bankshares
Texas
$565K +$128K +131 +28%
TPW
2974
Talon Private Wealth
Florida
$564K -$84.8K -87 -13%
GCS
2975
Gordian Capital (Singapore)
Singapore
$564K +$487K +500 +495%

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.