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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
SXL
3101
Summit X LLC
Missouri
$487K -$101K -104 -17%
YC
3102
Yarbrough Capital
Tennessee
$487K
GHA
3103
Granite Harbor Advisors
Texas
$487K +$152K +156 +43%
DI
3104
DAGCO Inc
Ohio
$483K +$39K +40 +8%
GCA
3105
Greenwood Capital Associates
South Carolina
$483K -$14.6K -15 -3%
SA
3106
Stewardship Advisors
Pennsylvania
$483K -$975 -1 -0.2%
SDAM
3107
Shulman DeMeo Asset Management
New York
$483K +$5.85K +6 +1%
AWA
3108
Acorn Wealth Advisors
Michigan
$482K +$4.88K +5 +1%
BF
3109
Brucke Financial
Indiana
$482K +$29.2K +30 +7%
MWM
3110
Maripau Wealth Management
Indiana
$482K +$496K +509 New
AWA
3111
Archvest Wealth Advisors
California
$480K +$76K +78 +18%
DA
3112
Detalus Advisors
Missouri
$480K +$9.75K +10 +2%
CPL
3113
CAP Partners LLC
Tennessee
$479K -$8.78K -9 -2%
APW
3114
Aurora Private Wealth
New Jersey
$479K -$196K -201 -28%
HWA
3115
HHM Wealth Advisors
Tennessee
$479K +$38K +39 +8%
AOI
3116
Auto-Owners Insurance
Michigan
$478K +$3.62M +3,717 +864%
CNAM
3117
Campbell Newman Asset Management
Wisconsin
$478K
CWP
3118
Curated Wealth Partners
California
$478K +$51.7K +53 +12%
SC
3119
SummitTX Capital
Texas
$477K +$491K +504 New
EFA
3120
Edge Financial Advisors
Illinois
$476K +$44.8K +46 +10%
FWM
3121
Foguth Wealth Management
Michigan
$476K +$29.2K +30 +6%
NB
3122
Northwest Bancshares
Pennsylvania
$476K
WLPWM
3123
Walled Lake Planning & Wealth Management
Illinois
$475K -$2.92K -3 -0.6%
TI
3124
Truepoint Inc
Ohio
$474K
HWM
3125
HighMark Wealth Management
Minnesota
$474K +$113K +116 +30%

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.