We are live on ! Find out more
COST icon

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
OSAM
276
O'Shaughnessy Asset Management
Connecticut
$79.8M +$7.21M +7,396 +10%
ASC
277
Atalanta Sosnoff Capital
New York
$78.4M -$5.03M -5,163 -6%
AAP
278
Aristotle Atlantic Partners
Florida
$78.1M +$1.04M +1,062 +1%
II
279
IFM Investors
Australia
$76.5M +$1.09M +1,122 +1%
HP
280
Hosking Partners
United Kingdom
$76M -$724K -743 -0.9%
AAB
281
ABN AMRO Bank
Netherlands
$74.7M +$2.37M +2,434 +3%
NB
282
Norinchukin Bank
Japan
$74.5M +$3.89M +3,994 +5%
AM
283
AGF Management
Ontario, Canada
$74M +$39.1M +40,068 +105%
SIG
284
Stonegate Investment Group
Alabama
$72.8M -$206K -211 -0.3%
CAG
285
Crestwood Advisors Group
Massachusetts
$72.4M -$2.65M -2,714 -3%
FCI
286
Financial Counselors Inc
Kansas
$72.1M -$3.98M -4,083 -5%
AIM
287
Achmea Investment Management
Netherlands
$71.2M +$6.32M +6,478 +9%
AAMU
288
AEGON Asset Management (UK)
United Kingdom
$70.9M -$6.91M -7,088 -9%
IC
289
IEQ Capital
California
$70.6M +$5.59M +5,734 +8%
NSLI
290
Nan Shan Life Insurance
Taiwan
$70.3M -$42.9M -44,038 -37%
TI
291
Tidal Investments
Wisconsin
$70.3M +$26M +26,641 +56%
Fiera Capital (Canada)
292
Fiera Capital (Canada)
Quebec, Canada
$69.6M +$793K +813 +1%
QCM
293
QRG Capital Management
Illinois
$69.5M +$5.61M +5,754 +8%
URS
294
Utah Retirement Systems
Utah
$69.4M -$119K -122 -0.2%
DWM
295
Destination Wealth Management
California
$69.4M -$1.06M -1,085 -1%
GF
296
Gabelli Funds
New York
$69.3M -$3.6M -3,695 -5%
NIM
297
NEOS Investment Management
Connecticut
$68.3M +$19.1M +19,605 +37%
KAS
298
Kestra Advisory Services
Texas
$67.8M -$3.06M -3,142 -4%
GLF
299
Groupe la Francaise
France
$67.5M +$5.89M +6,046 +9%
PAG
300
Private Advisor Group
New Jersey
$67.3M +$1.43M +1,469 +2%

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.