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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
DWM
3126
Darwin Wealth Management
Florida
$474K
GWM
3127
Greenhouse Wealth Management
Connecticut
$473K
GP
3128
Geneva Partners
Wisconsin
$473K +$44.8K +46 +10%
AC
3129
Avenir Corporation
Virginia
$473K
E3F
3130
Eight 31 Financial
Texas
$473K
PFC
3131
Poplar Forest Capital
California
$473K
VWA
3132
VERITY Wealth Advisors
United States
$473K
DWS
3133
Dynamic Wealth Strategies
California
$473K +$975 +1 +0.2%
CI
3134
Corient IA
Florida
$473K +$487K +500 New
VWM
3135
Vermillion Wealth Management
Minnesota
$472K +$1.95K +2 +0.4%
W
3136
WealthCollab
Washington
$469K
AIM
3137
Avity Investment Management
Connecticut
$469K -$43.9K -45 -8%
CE
3138
Cornerstone Enterprises
Wisconsin
$469K +$9.75K +10 +2%
TWP
3139
Tower Wealth Partners
Pennsylvania
$468K +$70.2K +72 +17%
WAN
3140
Wealth Advisors Northwest
Oregon
$468K -$17.5K -18 -4%
SF
3141
Schaeffer Financial
Maryland
$466K
RFG
3142
REAP Financial Group
Texas
$466K +$11.7K +12 +2%
TAM
3143
Titleist Asset Management
Texas
$466K -$114K -117 -19%
LSWM
3144
Lorne Steinberg Wealth Management
Canada
$464K +$136K +140 +40%
TFIPS
3145
Towarzystwo Funduszy Inwestycyjnych PZU SA
$463K +$73.1K +75 +18%
RCI
3146
RS Crum Inc
California
$463K -$23.4K -24 -5%
CCB
3147
Cutter & Co Brokerage
Missouri
$463K -$49.7K -51 -9%
CWM
3148
Centricity Wealth Management
Ohio
$462K +$30.2K +31 +7%
PS
3149
Planned Solutions
California
$462K -$34.1K -35 -7%
SWAG
3150
Spectrum Wealth Advisory Group
California
$462K +$975 +1 +0.2%

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.