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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
PWAM
2976
Private Wealth Asset Management
Iowa
$563K +$581K +596 New
SWRP
2977
Summit Wealth & Retirement Planning
California
$563K +$66.3K +68 +13%
NDSI
2978
Newman Dignan & Sheerar Inc
Rhode Island
$561K +$7.8K +8 +1%
CCP
2979
Carmel Capital Partners
California
$560K +$12.7K +13 +2%
HC
2980
Hamilton Capital
Ohio
$560K +$12.7K +13 +2%
CA
2981
Calton & Associates
Florida
$558K +$575K +590 New
MMCM
2982
Murphy & Mullick Capital Management
New York
$558K +$15.6K +16 +3%
LCM
2983
LVM Capital Management
Michigan
$558K -$21.4K -22 -4%
MIP
2984
Marietta Investment Partners
Wisconsin
$557K +$574K +589 New
BPW
2985
Bingham Private Wealth
California
$556K -$975 -1 -0.2%
SCA
2986
Sulzberger Capital Advisors
Florida
$556K -$284K -291 -33%
BIP
2987
Blue Investment Partners
California
$556K +$975 +1 +0.2%
CWA
2988
Consilio Wealth Advisors
Washington
$556K +$15.6K +16 +3%
PWP
2989
Pursue Wealth Partners
California
$555K -$359K -368 -39%
IWM
2990
Integris Wealth Management
California
$554K -$75.1K -77 -12%
SPW
2991
Sonoma Private Wealth
California
$552K -$495K -508 -47%
CST
2992
Charles Schwab Trust
Nevada
$551K +$233K +239 +69%
PCM
2993
Pennsylvania Capital Management
Pennsylvania
$550K -$16.6K -17 -3%
TCM
2994
Tuttle Capital Management
Connecticut
$550K +$53.6K +55 +10%
AWA
2995
ARQ Wealth Advisors
Arizona
$549K -$135K -138 -19%
FAB
2996
First American Bank
Illinois
$549K
RFA
2997
Register Financial Advisors
Georgia
$549K +$144K +148 +34%
SO
2998
Sierra Ocean
California
$548K -$8.78K -9 -2%
HIG
2999
Heritage Investment Group
Florida
$548K +$20.5K +21 +4%
GHAM
3000
Gilman Hill Asset Management
Connecticut
$547K -$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.