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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
HCA
3001
Horan Capital Advisors
Ohio
$546K +$144K +148 +34%
CCMI
3002
Creative Capital Management Investments
California
$545K +$119K +122 +27%
SI
3003
Severin Investments
Missouri
$544K +$63.4K +65 +13%
PSF
3004
Pacific Sun Financial
California
$543K +$21.4K +22 +4%
TBWA
3005
Three Bridge Wealth Advisors
California
$543K
MAA
3006
Matrix Asset Advisors
New York
$542K -$313K -321 -36%
AF
3007
Affiance Financial
Minnesota
$542K -$18.5K -19 -3%
SCM
3008
Saxony Capital Management
Missouri
$541K +$14.6K +15 +3%
WFA
3009
WMG Financial Advisors
Tennessee
$539K +$22.4K +23 +4%
SP
3010
Successful Portfolios
Florida
$538K -$1.95K -2 -0.4%
WC
3011
Wexford Capital
Florida
$536K -$104K -107 -16%
BPFA
3012
Barnes Pettey Financial Advisors
Mississippi
$536K +$48.7K +50 +10%
ACG
3013
Allen Capital Group
Nebraska
$535K +$54.6K +56 +11%
MWM
3014
MinichMacGregor Wealth Management
New York
$535K -$12.7K -13 -2%
WWA
3015
Wingate Wealth Advisors
Massachusetts
$533K
AWA
3016
Aletheian Wealth Advisors
Washington
$533K +$46.8K +48 +9%
EF
3017
Elite Financial
Idaho
$533K
SI
3018
Saxon Interests
Texas
$533K +$2.92K +3 +0.5%
NRC
3019
New Republic Capital
North Carolina
$533K +$20.5K +21 +4%
GCA
3020
Gradient Capital Advisors
California
$532K +$5.85K +6 +1%
KCPT
3021
Kingstone Capital Partners Texas
Texas
$532K +$975 +1 +0.2%
LFP
3022
Lakeshore Financial Planning
Michigan
$532K -$103K -106 -16%
FNFDCM
3023
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$532K
KFA
3024
Kelleher Financial Advisors
New York
$531K -$28.3K -29 -5%
BHWM
3025
Beaird Harris Wealth Management
Texas
$530K

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.