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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
MBI
3026
May Barnhard Investments
Maryland
$529K +$29.2K +30 +6%
AGWCA
3027
Annis Gardner Whiting Capital Advisors
Florida
$526K -$6.83K -7 -1%
LAS
3028
LWM Advisory Services
Florida
$526K
IFO
3029
Independent Family Office
New York
$525K -$14.6K -15 -3%
WH
3030
Willner & Heller
California
$525K -$8.78K -9 -2%
SLWA
3031
San Luis Wealth Advisors
California
$524K -$931K -955 -63%
PAW
3032
Plan A Wealth
Nebraska
$524K +$238K +244 +79%
ST
3033
Sabal Trust
Florida
$523K -$7.8K -8 -1%
EIG
3034
Ellenbecker Investment Group
Wisconsin
$522K +$22.4K +23 +4%
SFC
3035
Swisher Financial Concepts
Ohio
$521K -$61.4K -63 -10%
SWP
3036
Semus Wealth Partners
Florida
$520K +$5.85K +6 +1%
SWM
3037
StoneCrest Wealth Management
Arizona
$520K -$44.8K -46 -8%
RCP
3038
Rothschild Capital Partners
New York
$520K
IIM
3039
Intact Investment Management
Quebec, Canada
$520K +$253K +260 +90%
GWM
3040
Gitterman Wealth Management
New Jersey
$520K -$4.88K -5 -0.9%
NBWM
3041
North Berkeley Wealth Management
California
$519K -$39K -40 -7%
EA
3042
Everpar Advisors
Oklahoma
$519K -$5.85K -6 -1%
PWA
3043
Peterson Wealth Advisors
Utah
$518K +$123K +126 +28%
LSA
3044
Lansing Street Advisors
Pennsylvania
$518K +$125K +128 +30%
CRIG
3045
Charter Research & Investment Group
Connecticut
$517K
SNBOSD
3046
Security National Bank of So Dak
Iowa
$516K +$67.3K +69 +14%
HFS
3047
Hopwood Financial Services
Virginia
$515K -$60.4K -62 -10%
SWK
3048
Stephen W. Kidder
$515K +$268K +275 +102%
SPF
3049
South Plains Financial
Texas
$514K +$22.4K +23 +4%
LC
3050
Landaas & Company
Wisconsin
$513K

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.