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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
WCP
3051
Wick Capital Partners
Pennsylvania
$512K -$168K -172 -24%
BB
3052
Burford Brothers
Texas
$512K +$6.83K +7 +1%
MCA
3053
Magnolia Capital Advisors
Mississippi
$512K -$29.2K -30 -5%
WWA
3054
Wealth Watch Advisors
Colorado
$511K +$2.92K +3 +0.6%
RC
3055
Rahlfs Capital
Texas
$511K
AWP
3056
Accretive Wealth Partners
New Jersey
$510K +$138K +142 +39%
SFS
3057
Symphony Financial Services
Ohio
$510K -$13.7K -14 -3%
WJA
3058
Willis Johnson & Associates
Texas
$510K -$278K -285 -35%
CCP
3059
Clarity Capital Partners
California
$509K +$9.75K +10 +2%
MW
3060
Maia Wealth
Colorado
$509K +$35.1K +36 +7%
S
3061
Sunpointe
Missouri
$509K -$278K -285 -35%
LFG
3062
Lockerman Financial Group
California
$507K +$35.1K +36 +7%
SW
3063
SMART Wealth
Nebraska
$506K -$193K -198 -27%
ELM
3064
Elite Life Management
Florida
$505K +$8.78K +9 +2%
PCM
3065
Permanent Capital Management
Illinois
$505K +$207K +212 +66%
ALAM
3066
Asahi Life Asset Management
Japan
$504K -$327K -335 -39%
GSC
3067
G&S Capital
Colorado
$504K +$303K +311 +140%
OCM
3068
Osterweis Capital Management
California
$503K -$92.6K -95 -15%
UI
3069
Unconventional Investor
New Hampshire
$503K
MKW
3070
Mullaney, Keating & Wright
Connecticut
$501K
AZ
3071
Alpha Zero
Florida
$501K +$975 +1 +0.2%
BDF
3072
Black Diamond Financial
Maryland
$501K +$6.83K +7 +1%
SWA
3073
Strata Wealth Advisors
Texas
$499K -$70.2K -72 -12%
WAM
3074
Walker Asset Management
Missouri
$499K +$975 +1 +0.2%
QFW
3075
QTR Family Wealth
Florida
$499K +$514K +527 New

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.